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RVER vs. WLTG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RVER vs. WLTG - Performance Comparison

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

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RVER vs. WLTG - Yearly Performance Comparison


2026 (YTD)20252024
RVER
Trenchless Fund ETF
-11.21%5.68%17.75%
WLTG
WealthTrust DBS Long Term Growth ETF
-1.62%24.55%13.11%

Returns By Period

In the year-to-date period, RVER achieves a -11.21% return, which is significantly lower than WLTG's -1.62% return.


RVER

1D
4.11%
1M
-5.96%
YTD
-11.21%
6M
-14.57%
1Y
4.29%
3Y*
5Y*
10Y*

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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RVER vs. WLTG - Expense Ratio Comparison

RVER has a 0.65% expense ratio, which is lower than WLTG's 0.75% expense ratio.


Return for Risk

RVER vs. WLTG — Risk / Return Rank

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

RVER
RVER Risk / Return Rank: 1616
Overall Rank
RVER Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
RVER Sortino Ratio Rank: 1717
Sortino Ratio Rank
RVER Omega Ratio Rank: 1717
Omega Ratio Rank
RVER Calmar Ratio Rank: 1616
Calmar Ratio Rank
RVER Martin Ratio Rank: 1616
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.

RVER vs. WLTG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Trenchless Fund ETF (RVER) 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.


RVERWLTGDifference

Sharpe ratio

Return per unit of total volatility

0.15

1.60

-1.45

Sortino ratio

Return per unit of downside risk

0.44

2.27

-1.83

Omega ratio

Gain probability vs. loss probability

1.06

1.32

-0.26

Calmar ratio

Return relative to maximum drawdown

0.20

2.79

-2.60

Martin ratio

Return relative to average drawdown

0.61

11.32

-10.72

RVER vs. WLTG - Sharpe Ratio Comparison

The current RVER Sharpe Ratio is 0.15, which is lower than the WLTG Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of RVER 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


RVERWLTGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.15

1.60

-1.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.56

-0.36

Correlation

The correlation between RVER and WLTG is 0.74, 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

RVER vs. WLTG - Dividend Comparison

RVER's dividend yield for the trailing twelve months is around 1.92%, less than WLTG's 4.50% yield.


TTM20252024202320222021
RVER
Trenchless Fund ETF
1.92%1.71%0.00%0.00%0.00%0.00%
WLTG
WealthTrust DBS Long Term Growth ETF
4.50%4.43%0.55%0.71%0.44%0.02%

Drawdowns

RVER vs. WLTG - Drawdown Comparison

The maximum RVER drawdown since its inception was -26.21%, roughly equal to the maximum WLTG drawdown of -25.14%. Use the drawdown chart below to compare losses from any high point for RVER and WLTG.


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Drawdown Indicators


RVERWLTGDifference

Max Drawdown

Largest peak-to-trough decline

-26.21%

-25.14%

-1.07%

Max Drawdown (1Y)

Largest decline over 1 year

-21.61%

-9.56%

-12.05%

Current Drawdown

Current decline from peak

-18.39%

-5.89%

-12.50%

Average Drawdown

Average peak-to-trough decline

-5.72%

-9.39%

+3.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.01%

2.36%

+4.65%

Volatility

RVER vs. WLTG - Volatility Comparison

Trenchless Fund ETF (RVER) has a higher volatility of 8.51% compared to WealthTrust DBS Long Term Growth ETF (WLTG) at 5.70%. This indicates that RVER'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


RVERWLTGDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.51%

5.70%

+2.81%

Volatility (6M)

Calculated over the trailing 6-month period

17.04%

10.93%

+6.11%

Volatility (1Y)

Calculated over the trailing 1-year period

28.27%

16.73%

+11.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.29%

15.25%

+11.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.29%

15.25%

+11.04%