EQWL vs. WLTG
Compare and contrast key facts about Invesco S&P 100 Equal Weight ETF (EQWL) and WealthTrust DBS Long Term Growth ETF (WLTG).
EQWL and WLTG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EQWL is a passively managed fund by Invesco that tracks the performance of the S&P 100 Equal Weighted. It was launched on Dec 1, 2006. WLTG is an actively managed fund by WealthTrust. It was launched on Dec 6, 2021.
Performance
EQWL vs. WLTG - Performance Comparison
Loading graphics...
EQWL vs. WLTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
EQWL Invesco S&P 100 Equal Weight ETF | -1.85% | 17.61% | 19.11% | 19.48% | -11.46% | 2.38% |
WLTG WealthTrust DBS Long Term Growth ETF | -1.62% | 24.55% | 26.90% | 17.00% | -22.64% | 1.00% |
Returns By Period
In the year-to-date period, EQWL achieves a -1.85% return, which is significantly lower than WLTG's -1.62% return.
EQWL
- 1D
- 0.17%
- 1M
- -5.04%
- YTD
- -1.85%
- 6M
- 1.17%
- 1Y
- 14.11%
- 3Y*
- 16.14%
- 5Y*
- 10.98%
- 10Y*
- 13.61%
WLTG
- 1D
- 1.10%
- 1M
- -4.93%
- YTD
- -1.62%
- 6M
- 2.02%
- 1Y
- 26.65%
- 3Y*
- 20.79%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EQWL vs. WLTG - Expense Ratio Comparison
EQWL has a 0.25% expense ratio, which is lower than WLTG's 0.75% expense ratio.
Return for Risk
EQWL vs. WLTG — Risk / Return Rank
EQWL
WLTG
EQWL vs. WLTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 100 Equal Weight ETF (EQWL) 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.
| EQWL | WLTG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.60 | -0.72 |
Sortino ratioReturn per unit of downside risk | 1.32 | 2.27 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 2.79 | -1.58 |
Martin ratioReturn relative to average drawdown | 5.55 | 11.32 | -5.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EQWL | WLTG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.60 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.56 | 0.00 |
Correlation
The correlation between EQWL and WLTG is 0.83, 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
EQWL vs. WLTG - Dividend Comparison
EQWL's dividend yield for the trailing twelve months is around 1.70%, less than WLTG's 4.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQWL Invesco S&P 100 Equal Weight ETF | 1.70% | 1.67% | 1.86% | 1.97% | 2.12% | 1.65% | 2.01% | 2.04% | 2.23% | 1.27% | 2.01% | 2.03% |
WLTG WealthTrust DBS Long Term Growth ETF | 4.50% | 4.43% | 0.55% | 0.71% | 0.44% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EQWL vs. WLTG - Drawdown Comparison
The maximum EQWL drawdown since its inception was -49.36%, which is greater than WLTG's maximum drawdown of -25.14%. Use the drawdown chart below to compare losses from any high point for EQWL and WLTG.
Loading graphics...
Drawdown Indicators
| EQWL | WLTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.36% | -25.14% | -24.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.47% | -9.56% | -1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -22.99% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.30% | — | — |
Current DrawdownCurrent decline from peak | -5.51% | -5.89% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -6.75% | -9.39% | +2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.36% | +0.15% |
Volatility
EQWL vs. WLTG - Volatility Comparison
The current volatility for Invesco S&P 100 Equal Weight ETF (EQWL) is 4.15%, while WealthTrust DBS Long Term Growth ETF (WLTG) has a volatility of 5.70%. This indicates that EQWL experiences smaller price fluctuations and is considered to be less risky than WLTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EQWL | WLTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 5.70% | -1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 7.86% | 10.93% | -3.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.12% | 16.73% | -0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.98% | 15.25% | -0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.78% | 15.25% | +1.53% |