LRGC vs. WLTG

Last updated Jun 4, 2026

LRGC (AB US Large Cap Strategic Equities ETF) and WLTG (WealthTrust DBS Long Term Growth ETF) are both Large Cap Blend Equities funds. Both are actively managed. Over the past year, LRGC returned 23.67% vs 27.96% for WLTG. Their correlation of 0.91 suggests significant overlap in exposure. LRGC charges 0.48%/yr vs 0.75%/yr for WLTG.

Performance

LRGC vs. WLTG - Performance Comparison

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

Returns By Period

The year-to-date returns for both investments are quite close, with LRGC having a 7.44% return and WLTG slightly higher at 7.58%.

LRGC

• 1D: -0.67%
• 1M: 3.05%
• YTD: 7.44%
• 6M: 7.71%
• 1Y: 23.67%
• 3Y*: —
• 5Y*: —
• 10Y*: —

WLTG

• 1D: -0.75%
• 1M: 1.47%
• YTD: 7.58%
• 6M: 8.60%
• 1Y: 27.96%
• 3Y*: 23.74%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

LRGC vs. WLTG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
LRGC AB US Large Cap Strategic Equities ETF	7.44%	16.23%	24.92%	9.30%
WLTG WealthTrust DBS Long Term Growth ETF	7.58%	24.55%	26.90%	7.33%

Correlation

The correlation between LRGC and WLTG is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.92
Correlation (All Time) Calculated using the full available price history since Sep 21, 2023	0.91

The correlation between LRGC and WLTG has been stable across timeframes, ranging from 0.91 to 0.92 - a consistent structural relationship.

Return for Risk

LRGC vs. WLTG — Risk / Return Rank

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

LRGC

LRGC Risk / Return Rank: 57
LRGC Sharpe Ratio Rank: 60
LRGC Sortino Ratio Rank: 59
LRGC Omega Ratio Rank: 59
LRGC Calmar Ratio Rank: 49
LRGC Martin Ratio Rank: 57

WLTG

WLTG Risk / Return Rank: 63
WLTG Sharpe Ratio Rank: 63
WLTG Sortino Ratio Rank: 62
WLTG Omega Ratio Rank: 62
WLTG Calmar Ratio Rank: 59
WLTG Martin Ratio Rank: 71

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.

LRGC vs. WLTG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AB US Large Cap Strategic Equities ETF (LRGC) 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.

	LRGC	WLTG	Difference
Sharpe ratio: Return per unit of total volatility	2.00	2.11	-0.11
Sortino ratio: Return per unit of downside risk	2.77	2.92	-0.15
Omega ratio: Gain probability vs. loss probability	1.36	1.38	-0.02
Calmar ratio: Return relative to maximum drawdown	2.38	2.94	-0.56
Martin ratio: Return relative to average drawdown	9.89	13.22	-3.33
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LRGC vs. WLTG - Sharpe Ratio Comparison

The current LRGC Sharpe Ratio is 2.00, which is comparable to the WLTG Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of LRGC and WLTG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	LRGC	WLTG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.00	2.11	-0.11
Sharpe Ratio (All Time) Calculated using the full available price history	1.45	0.69	+0.76

Drawdowns

LRGC vs. WLTG - Drawdown Comparison

The maximum LRGC drawdown since its inception was -19.38%, smaller than the maximum WLTG drawdown of -25.14%. Use the drawdown chart below to compare losses from any high point for LRGC and WLTG.

Drawdown Indicators

	LRGC	WLTG	Difference
Max Drawdown Largest peak-to-trough decline	-19.38%	-25.14%	+5.76%
Max Drawdown (1Y) Largest decline over 1 year	-10.00%	-9.56%	-0.44%
Max Drawdown (3Y) Largest decline over 3 years	—	-17.12%	—
Current Drawdown Current decline from peak	-0.67%	-0.75%	+0.08%
Average Drawdown Average peak-to-trough decline	-2.15%	-9.08%	+6.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.40%	2.12%	+0.28%

Volatility

LRGC vs. WLTG - Volatility Comparison

AB US Large Cap Strategic Equities ETF (LRGC) and WealthTrust DBS Long Term Growth ETF (WLTG) have volatilities of 2.91% and 2.87%, 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.

Volatility by Period

	LRGC	WLTG	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.91%	2.87%	+0.04%
Volatility (6M) Calculated over the trailing 6-month period	9.09%	10.16%	-1.07%
Volatility (1Y) Calculated over the trailing 1-year period	11.88%	13.31%	-1.43%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.20%	15.14%	+0.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.20%	15.14%	+0.06%

LRGC vs. WLTG - Expense Ratio Comparison

LRGC has a 0.48% expense ratio, which is lower than WLTG's 0.75% expense ratio.

Dividends

LRGC vs. WLTG - Dividend Comparison

LRGC's dividend yield for the trailing twelve months is around 0.54%, less than WLTG's 4.12% yield.

Position	TTM	2025	2024	2023	2022	2021
LRGC AB US Large Cap Strategic Equities ETF	0.54%	0.58%	0.46%	0.17%	0.00%	0.00%
WLTG WealthTrust DBS Long Term Growth ETF	4.12%	4.43%	0.55%	0.71%	0.44%	0.02%

Frequently Asked Questions

Can I hold both LRGC and WLTG in my portfolio?

With a correlation of 0.92, LRGC and WLTG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, LRGC or WLTG?

LRGC has higher volatility (2.91%) compared to WLTG (2.87%). In terms of maximum drawdown, LRGC dropped -19.38% vs WLTG's -25.14%.

Which ETF is better, LRGC or WLTG?

On 1-year performance, WLTG leads with 27.96% vs 23.67% for LRGC. On fees, LRGC is cheaper at 0.48% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, LRGC or WLTG?

Over the 1-year period, WLTG has performed better with a 27.96% return vs 23.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, LRGC or WLTG?

LRGC is cheaper with a 0.48% expense ratio, compared with 0.75% for WLTG.

Which ETF pays a higher dividend yield, LRGC or WLTG?

WLTG has the higher dividend yield at 4.12%, compared with 0.54% for LRGC.

What is the main difference between LRGC and WLTG?

They also come from different issuers: AllianceBernstein and WealthTrust. Their fees differ too: 0.48% for LRGC and 0.75% for WLTG.

Which has better risk-adjusted returns?

WLTG currently has the higher Sharpe Ratio (2.11 vs 2.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.