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GURU vs. WLTG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GURU vs. WLTG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Guru Index ETF (GURU) and WealthTrust DBS Long Term Growth ETF (WLTG). The values are adjusted to include any dividend payments, if applicable.

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GURU vs. WLTG - Yearly Performance Comparison


2026 (YTD)20252024202320222021
GURU
Global X Guru Index ETF
-4.73%25.43%23.76%19.28%-27.94%-0.53%
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, GURU achieves a -4.73% return, which is significantly lower than WLTG's -1.62% return.


GURU

1D
1.18%
1M
-3.90%
YTD
-4.73%
6M
-0.37%
1Y
22.26%
3Y*
19.55%
5Y*
5.18%
10Y*
11.03%

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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GURU vs. WLTG - Expense Ratio Comparison

Both GURU and WLTG have an expense ratio of 0.75%.


Return for Risk

GURU vs. WLTG — Risk / Return Rank

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

GURU
GURU Risk / Return Rank: 6060
Overall Rank
GURU Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
GURU Sortino Ratio Rank: 6262
Sortino Ratio Rank
GURU Omega Ratio Rank: 6060
Omega Ratio Rank
GURU Calmar Ratio Rank: 6060
Calmar Ratio Rank
GURU Martin Ratio Rank: 6060
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.

GURU vs. WLTG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Guru Index ETF (GURU) 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.


GURUWLTGDifference

Sharpe ratio

Return per unit of total volatility

1.10

1.60

-0.50

Sortino ratio

Return per unit of downside risk

1.64

2.27

-0.63

Omega ratio

Gain probability vs. loss probability

1.23

1.32

-0.09

Calmar ratio

Return relative to maximum drawdown

1.64

2.79

-1.16

Martin ratio

Return relative to average drawdown

6.33

11.32

-4.99

GURU vs. WLTG - Sharpe Ratio Comparison

The current GURU 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 GURU 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


GURUWLTGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

1.60

-0.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.56

+0.04

Correlation

The correlation between GURU and WLTG is 0.86, 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

GURU vs. WLTG - Dividend Comparison

GURU's dividend yield for the trailing twelve months is around 0.12%, less than WLTG's 4.50% yield.


TTM20252024202320222021202020192018201720162015
GURU
Global X Guru Index ETF
0.12%0.11%0.17%0.57%0.22%0.09%2.75%0.35%0.54%0.54%0.22%0.47%
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

GURU vs. WLTG - Drawdown Comparison

The maximum GURU drawdown since its inception was -38.50%, which is greater than WLTG's maximum drawdown of -25.14%. Use the drawdown chart below to compare losses from any high point for GURU and WLTG.


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Drawdown Indicators


GURUWLTGDifference

Max Drawdown

Largest peak-to-trough decline

-38.50%

-25.14%

-13.36%

Max Drawdown (1Y)

Largest decline over 1 year

-13.33%

-9.56%

-3.77%

Max Drawdown (5Y)

Largest decline over 5 years

-38.50%

Max Drawdown (10Y)

Largest decline over 10 years

-38.50%

Current Drawdown

Current decline from peak

-7.19%

-5.89%

-1.30%

Average Drawdown

Average peak-to-trough decline

-8.75%

-9.39%

+0.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.45%

2.36%

+1.09%

Volatility

GURU vs. WLTG - Volatility Comparison

Global X Guru Index ETF (GURU) has a higher volatility of 6.75% compared to WealthTrust DBS Long Term Growth ETF (WLTG) at 5.70%. This indicates that GURU's price experiences larger fluctuations and is considered to be riskier 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


GURUWLTGDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.75%

5.70%

+1.05%

Volatility (6M)

Calculated over the trailing 6-month period

11.71%

10.93%

+0.78%

Volatility (1Y)

Calculated over the trailing 1-year period

20.27%

16.73%

+3.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.27%

15.25%

+5.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.08%

15.25%

+4.83%