LRGF vs. WLTG
Compare and contrast key facts about iShares MSCI USA Multifactor ETF (LRGF) and WealthTrust DBS Long Term Growth ETF (WLTG).
LRGF and WLTG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LRGF is a passively managed fund by iShares that tracks the performance of the MSCI USA Diversified Multi-Factor. It was launched on Apr 30, 2015. WLTG is an actively managed fund by WealthTrust. It was launched on Dec 6, 2021.
Performance
LRGF vs. WLTG - Performance Comparison
Loading graphics...
LRGF vs. WLTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LRGF iShares MSCI USA Multifactor ETF | -4.69% | 16.48% | 26.59% | 25.85% | -14.77% | 2.77% |
WLTG WealthTrust DBS Long Term Growth ETF | -2.68% | 24.55% | 26.90% | 17.00% | -22.64% | 1.00% |
Returns By Period
In the year-to-date period, LRGF achieves a -4.69% return, which is significantly lower than WLTG's -2.68% return.
LRGF
- 1D
- 2.92%
- 1M
- -4.24%
- YTD
- -4.69%
- 6M
- -3.86%
- 1Y
- 15.42%
- 3Y*
- 18.34%
- 5Y*
- 11.50%
- 10Y*
- 12.34%
WLTG
- 1D
- 2.93%
- 1M
- -5.29%
- YTD
- -2.68%
- 6M
- 1.42%
- 1Y
- 25.35%
- 3Y*
- 20.35%
- 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.
LRGF vs. WLTG - Expense Ratio Comparison
LRGF has a 0.20% expense ratio, which is lower than WLTG's 0.75% expense ratio.
Return for Risk
LRGF vs. WLTG — Risk / Return Rank
LRGF
WLTG
LRGF vs. WLTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Multifactor ETF (LRGF) 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.
| LRGF | WLTG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.53 | -0.69 |
Sortino ratioReturn per unit of downside risk | 1.31 | 2.18 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.31 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 2.68 | -1.38 |
Martin ratioReturn relative to average drawdown | 5.87 | 11.01 | -5.13 |
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
| LRGF | WLTG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.53 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.54 | +0.08 |
Correlation
The correlation between LRGF and WLTG is 0.93, 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
LRGF vs. WLTG - Dividend Comparison
LRGF's dividend yield for the trailing twelve months is around 1.23%, less than WLTG's 4.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LRGF iShares MSCI USA Multifactor ETF | 1.23% | 1.16% | 1.23% | 1.49% | 1.78% | 1.05% | 1.35% | 1.76% | 3.27% | 1.68% | 1.56% | 0.83% |
WLTG WealthTrust DBS Long Term Growth ETF | 4.55% | 4.43% | 0.55% | 0.71% | 0.44% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LRGF vs. WLTG - Drawdown Comparison
The maximum LRGF drawdown since its inception was -36.03%, which is greater than WLTG's maximum drawdown of -25.14%. Use the drawdown chart below to compare losses from any high point for LRGF and WLTG.
Loading graphics...
Drawdown Indicators
| LRGF | WLTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.03% | -25.14% | -10.89% |
Max Drawdown (1Y)Largest decline over 1 year | -12.37% | -9.56% | -2.81% |
Max Drawdown (5Y)Largest decline over 5 years | -21.62% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.03% | — | — |
Current DrawdownCurrent decline from peak | -6.26% | -6.91% | +0.65% |
Average DrawdownAverage peak-to-trough decline | -4.60% | -9.40% | +4.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.33% | +0.42% |
Volatility
LRGF vs. WLTG - Volatility Comparison
The current volatility for iShares MSCI USA Multifactor ETF (LRGF) is 5.21%, while WealthTrust DBS Long Term Growth ETF (WLTG) has a volatility of 5.68%. This indicates that LRGF 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
| LRGF | WLTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 5.68% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 9.66% | 10.88% | -1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.48% | 16.70% | +1.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.05% | 15.24% | +1.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.30% | 15.24% | +3.06% |