POWA vs. WLTG
POWA (Invesco Bloomberg Pricing Power ETF) and WLTG (WealthTrust DBS Long Term Growth ETF) are both Large Cap Blend Equities funds. POWA is passively managed, while WLTG is actively managed. Over the past 3 years, POWA returned 10.86%/yr vs 23.74%/yr for WLTG. A 0.74 correlation means they provide meaningful diversification when combined. POWA charges 0.40%/yr vs 0.75%/yr for WLTG.
Performance
POWA vs. WLTG - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, POWA achieves a -2.29% return, which is significantly lower than WLTG's 7.58% return.
POWA
- 1D
- 0.04%
- 1M
- 0.44%
- YTD
- -2.29%
- 6M
- -2.55%
- 1Y
- 4.21%
- 3Y*
- 10.86%
- 5Y*
- 7.41%
- 10Y*
- 10.28%
WLTG
- 1D
- -0.75%
- 1M
- 1.47%
- YTD
- 7.58%
- 6M
- 8.60%
- 1Y
- 27.96%
- 3Y*
- 23.74%
- 5Y*
- —
- 10Y*
- —
POWA vs. WLTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
POWA Invesco Bloomberg Pricing Power ETF | -2.29% | 11.71% | 13.18% | 10.58% | -7.67% | 4.49% |
WLTG WealthTrust DBS Long Term Growth ETF | 7.58% | 24.55% | 26.90% | 17.00% | -22.64% | 1.00% |
Correlation
The correlation between POWA and WLTG is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Dec 8, 2021 | 0.74 |
The correlation between POWA and WLTG shifts across timeframes, from 0.62 (1 year) to 0.74 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
POWA vs. WLTG — Risk / Return Rank
POWA
WLTG
POWA vs. WLTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Bloomberg Pricing Power ETF (POWA) 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.
| POWA | WLTG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.75 | ||
| Sortino ratioReturn per unit of downside risk | -2.31 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.38 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.43 | 2.94 | -2.50 |
| Martin ratioReturn relative to average drawdown | 1.18 | 13.22 | -12.04 |
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 charts...
Sharpe Ratios by Period
| POWA | WLTG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.36 | 2.11 | -1.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.69 | -0.15 |
Drawdowns
POWA vs. WLTG - Drawdown Comparison
The maximum POWA drawdown since its inception was -47.91%, which is greater than WLTG's maximum drawdown of -25.14%. Use the drawdown chart below to compare losses from any high point for POWA and WLTG.
Loading charts...
Drawdown Indicators
| POWA | WLTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.91% | -25.14% | -22.77% |
Max Drawdown (1Y)Largest decline over 1 year | -9.76% | -9.56% | -0.20% |
Max Drawdown (3Y)Largest decline over 3 years | -15.00% | -17.12% | +2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -17.75% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.53% | — | — |
Current DrawdownCurrent decline from peak | -6.44% | -0.75% | -5.69% |
Average DrawdownAverage peak-to-trough decline | -6.24% | -9.08% | +2.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 2.12% | +1.47% |
Volatility
POWA vs. WLTG - Volatility Comparison
Invesco Bloomberg Pricing Power ETF (POWA) has a higher volatility of 3.12% compared to WealthTrust DBS Long Term Growth ETF (WLTG) at 2.87%. This indicates that POWA'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.
Loading charts...
Volatility by Period
| POWA | WLTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.12% | 2.87% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 8.80% | 10.16% | -1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.73% | 13.31% | -1.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.92% | 15.14% | -1.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.05% | 15.14% | +0.91% |
POWA vs. WLTG - Expense Ratio Comparison
POWA has a 0.40% expense ratio, which is lower than WLTG's 0.75% expense ratio.
Dividends
POWA vs. WLTG - Dividend Comparison
POWA's dividend yield for the trailing twelve months is around 0.96%, less than WLTG's 4.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POWA Invesco Bloomberg Pricing Power ETF | 0.96% | 0.94% | 0.79% | 1.60% | 1.48% | 1.06% | 1.34% | 1.16% | 1.39% | 1.63% | 2.18% | 3.31% |
WLTG WealthTrust DBS Long Term Growth ETF | 4.12% | 4.43% | 0.55% | 0.71% | 0.44% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
POWA and WLTG have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POWA has higher volatility (3.12%) compared to WLTG (2.87%). In terms of maximum drawdown, POWA dropped -47.91% vs WLTG's -25.14%.
On 3-year performance, WLTG leads with 23.74% vs 10.86% for POWA. On fees, POWA is cheaper at 0.40% per year. On volatility, WLTG has been the lower-risk option at 2.87%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, WLTG has performed better with a 23.74% return vs 10.86%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
POWA is cheaper with a 0.40% expense ratio, compared with 0.75% for WLTG.
WLTG has the higher dividend yield at 4.12%, compared with 0.96% for POWA.
They also come from different issuers: Invesco and WealthTrust. Their fees differ too: 0.40% for POWA and 0.75% for WLTG.
WLTG currently has the higher Sharpe Ratio (2.11 vs 0.36), 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.
Find the right allocation for POWA and WLTG
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer