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DUBS vs. WLTG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DUBS vs. WLTG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus Large Cap Enhanced Yield ETF (DUBS) and WealthTrust DBS Long Term Growth ETF (WLTG). The values are adjusted to include any dividend payments, if applicable.

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DUBS vs. WLTG - Yearly Performance Comparison


2026 (YTD)202520242023
DUBS
Aptus Large Cap Enhanced Yield ETF
-2.86%19.28%24.08%8.10%
WLTG
WealthTrust DBS Long Term Growth ETF
-1.62%24.55%26.90%9.90%

Returns By Period

In the year-to-date period, DUBS achieves a -2.86% return, which is significantly lower than WLTG's -1.62% return.


DUBS

1D
0.92%
1M
-3.67%
YTD
-2.86%
6M
0.27%
1Y
20.16%
3Y*
5Y*
10Y*

WLTG

1D
1.10%
1M
-4.93%
YTD
-1.62%
6M
2.02%
1Y
26.65%
3Y*
20.79%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DUBS vs. WLTG - Expense Ratio Comparison

DUBS has a 0.39% expense ratio, which is lower than WLTG's 0.75% expense ratio.


Return for Risk

DUBS vs. WLTG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DUBS
DUBS Risk / Return Rank: 6262
Overall Rank
DUBS Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
DUBS Sortino Ratio Rank: 6060
Sortino Ratio Rank
DUBS Omega Ratio Rank: 6363
Omega Ratio Rank
DUBS Calmar Ratio Rank: 5959
Calmar Ratio Rank
DUBS Martin Ratio Rank: 7171
Martin Ratio Rank

WLTG
WLTG Risk / Return Rank: 8383
Overall Rank
WLTG Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
WLTG Sortino Ratio Rank: 8383
Sortino Ratio Rank
WLTG Omega Ratio Rank: 7979
Omega Ratio Rank
WLTG Calmar Ratio Rank: 8585
Calmar Ratio Rank
WLTG Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DUBS vs. WLTG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus Large Cap Enhanced Yield ETF (DUBS) and WealthTrust DBS Long Term Growth ETF (WLTG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


DUBSWLTGDifference

Sharpe ratio

Return per unit of total volatility

1.10

1.60

-0.50

Sortino ratio

Return per unit of downside risk

1.63

2.27

-0.65

Omega ratio

Gain probability vs. loss probability

1.25

1.32

-0.07

Calmar ratio

Return relative to maximum drawdown

1.70

2.79

-1.10

Martin ratio

Return relative to average drawdown

8.34

11.32

-2.98

DUBS vs. WLTG - Sharpe Ratio Comparison

The current DUBS Sharpe Ratio is 1.10, which is lower than the WLTG Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of DUBS and WLTG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DUBSWLTGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

1.60

-0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

1.17

0.56

+0.61

Correlation

The correlation between DUBS and WLTG is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

DUBS vs. WLTG - Dividend Comparison

DUBS's dividend yield for the trailing twelve months is around 2.24%, less than WLTG's 4.50% yield.


TTM20252024202320222021
DUBS
Aptus Large Cap Enhanced Yield ETF
2.24%2.06%2.52%1.14%0.00%0.00%
WLTG
WealthTrust DBS Long Term Growth ETF
4.50%4.43%0.55%0.71%0.44%0.02%

Drawdowns

DUBS vs. WLTG - Drawdown Comparison

The maximum DUBS drawdown since its inception was -18.48%, smaller than the maximum WLTG drawdown of -25.14%. Use the drawdown chart below to compare losses from any high point for DUBS and WLTG.


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Drawdown Indicators


DUBSWLTGDifference

Max Drawdown

Largest peak-to-trough decline

-18.48%

-25.14%

+6.66%

Max Drawdown (1Y)

Largest decline over 1 year

-12.13%

-9.56%

-2.57%

Current Drawdown

Current decline from peak

-4.63%

-5.89%

+1.26%

Average Drawdown

Average peak-to-trough decline

-2.03%

-9.39%

+7.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.47%

2.36%

+0.11%

Volatility

DUBS vs. WLTG - Volatility Comparison

Aptus Large Cap Enhanced Yield ETF (DUBS) and WealthTrust DBS Long Term Growth ETF (WLTG) have volatilities of 5.95% and 5.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DUBSWLTGDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.95%

5.70%

+0.25%

Volatility (6M)

Calculated over the trailing 6-month period

10.42%

10.93%

-0.51%

Volatility (1Y)

Calculated over the trailing 1-year period

18.44%

16.73%

+1.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.71%

15.25%

-0.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.71%

15.25%

-0.54%