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WLTG vs TMFS

WealthTrust DBS Long Term Growth ETF vs Motley Fool Small-Cap Growth ETF

WLTG

WealthTrust DBS Long Term Growth ETF

Annual cost

0.74%

Fund size

$83M

TMFS

Motley Fool Small-Cap Growth ETF

Annual cost

0.85%

Fund size

$59M

Key differences

Both WLTG and TMFS are equity ETFs. WLTG charges 0.74% a year and TMFS 0.85%. The main difference: WLTG costs 0.11% less per year.

  • WLTG costs 0.11% less per year.
  • Over the last three years, WLTG has delivered higher annualized returns.

Side-by-side comparison

WLTGTMFS
Annual cost (TER)0.74%0.85%
Fund size (AUM)$83M$59M
Since20212018
Dividend yield0.38%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+25.2%-0.9%
CAGR 3Y+23.2%+7.2%
CAGR 5YN/A-1.1%
Sharpe 3Y1.260.27
Volatility 1Y13.86%19.89%
Max drawdown-25.14%-48.79%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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