FTIF vs. WLTG
Compare and contrast key facts about First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) and WealthTrust DBS Long Term Growth ETF (WLTG).
FTIF and WLTG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTIF is a passively managed fund by First Trust that tracks the performance of the Bloomberg Inflation Sensitive Equity Index - Benchmark TR Gross. It was launched on Mar 13, 2023. WLTG is an actively managed fund by WealthTrust. It was launched on Dec 6, 2021.
Performance
FTIF vs. WLTG - Performance Comparison
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FTIF vs. WLTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF | 19.63% | 7.79% | 0.50% | 12.52% |
WLTG WealthTrust DBS Long Term Growth ETF | -2.68% | 24.55% | 26.90% | 17.30% |
Returns By Period
In the year-to-date period, FTIF achieves a 19.63% return, which is significantly higher than WLTG's -2.68% return.
FTIF
- 1D
- 0.42%
- 1M
- 1.49%
- YTD
- 19.63%
- 6M
- 23.49%
- 1Y
- 32.50%
- 3Y*
- 12.74%
- 5Y*
- —
- 10Y*
- —
WLTG
- 1D
- 2.93%
- 1M
- -5.29%
- YTD
- -2.68%
- 6M
- 1.42%
- 1Y
- 25.35%
- 3Y*
- 20.35%
- 5Y*
- —
- 10Y*
- —
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FTIF vs. WLTG - Expense Ratio Comparison
FTIF has a 0.60% expense ratio, which is lower than WLTG's 0.75% expense ratio.
Return for Risk
FTIF vs. WLTG — Risk / Return Rank
FTIF
WLTG
FTIF vs. WLTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) 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.
| FTIF | WLTG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.53 | -0.10 |
Sortino ratioReturn per unit of downside risk | 2.00 | 2.18 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.31 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.68 | -0.76 |
Martin ratioReturn relative to average drawdown | 9.48 | 11.01 | -1.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTIF | WLTG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.53 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.54 | +0.15 |
Correlation
The correlation between FTIF and WLTG is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FTIF vs. WLTG - Dividend Comparison
FTIF's dividend yield for the trailing twelve months is around 1.17%, less than WLTG's 4.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF | 1.17% | 1.45% | 2.88% | 1.55% | 0.00% | 0.00% |
WLTG WealthTrust DBS Long Term Growth ETF | 4.55% | 4.43% | 0.55% | 0.71% | 0.44% | 0.02% |
Drawdowns
FTIF vs. WLTG - Drawdown Comparison
The maximum FTIF drawdown since its inception was -27.83%, which is greater than WLTG's maximum drawdown of -25.14%. Use the drawdown chart below to compare losses from any high point for FTIF and WLTG.
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Drawdown Indicators
| FTIF | WLTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.83% | -25.14% | -2.69% |
Max Drawdown (1Y)Largest decline over 1 year | -17.27% | -9.56% | -7.71% |
Current DrawdownCurrent decline from peak | -0.57% | -6.91% | +6.34% |
Average DrawdownAverage peak-to-trough decline | -6.28% | -9.40% | +3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 2.33% | +1.18% |
Volatility
FTIF vs. WLTG - Volatility Comparison
The current volatility for First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) is 4.25%, while WealthTrust DBS Long Term Growth ETF (WLTG) has a volatility of 5.68%. This indicates that FTIF 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.
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Volatility by Period
| FTIF | WLTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 5.68% | -1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 11.64% | 10.88% | +0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.96% | 16.70% | +6.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.28% | 15.24% | +4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.28% | 15.24% | +4.04% |