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RVER vs. WLTG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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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Returns By Period

In the year-to-date period, RVER achieves a 18.77% return, which is significantly higher than WLTG's 7.58% return.


RVER

1D
-2.38%
1M
22.28%
YTD
18.77%
6M
15.82%
1Y
24.60%
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)

RVER vs. WLTG - Yearly Performance Comparison


2026 (YTD)20252024
RVER
Trenchless Fund ETF
18.77%5.68%17.75%
WLTG
WealthTrust DBS Long Term Growth ETF
7.58%24.55%13.11%

Correlation

The correlation between RVER and WLTG is 0.67, 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

0.67

Correlation (All Time)
Calculated using the full available price history since Apr 4, 2024

0.73

The correlation between RVER and WLTG has been stable across timeframes, ranging from 0.67 to 0.73 - a consistent structural relationship.

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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: 2828
Overall Rank
RVER Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
RVER Sortino Ratio Rank: 3131
Sortino Ratio Rank
RVER Omega Ratio Rank: 2929
Omega Ratio Rank
RVER Calmar Ratio Rank: 2525
Calmar Ratio Rank
RVER Martin Ratio Rank: 2525
Martin Ratio Rank

WLTG
WLTG Risk / Return Rank: 6363
Overall Rank
WLTG Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
WLTG Sortino Ratio Rank: 6262
Sortino Ratio Rank
WLTG Omega Ratio Rank: 6262
Omega Ratio Rank
WLTG Calmar Ratio Rank: 5959
Calmar Ratio Rank
WLTG Martin Ratio Rank: 7171
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 ratioReturn per unit of total volatility

-1.02

Sortino ratioReturn per unit of downside risk

-1.28

Omega ratioGain probability vs. loss probability

1.20

1.38

-0.18

Calmar ratioReturn relative to maximum drawdown

1.14

2.94

-1.79

Martin ratioReturn relative to average drawdown

3.13

13.22

-10.09

RVER vs. WLTG - Sharpe Ratio Comparison

The current RVER Sharpe Ratio is 1.09, which is lower than the WLTG Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of RVER 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.


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Sharpe Ratios by Period


RVERWLTGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.09

2.11

-1.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.75

0.69

+0.07

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%

Max Drawdown (3Y)

Largest decline over 3 years

-17.12%

Current Drawdown

Current decline from peak

-2.38%

-0.75%

-1.63%

Average Drawdown

Average peak-to-trough decline

-5.95%

-9.08%

+3.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.88%

2.12%

+5.76%

Volatility

RVER vs. WLTG - Volatility Comparison

Trenchless Fund ETF (RVER) has a higher volatility of 8.42% compared to WealthTrust DBS Long Term Growth ETF (WLTG) at 2.87%. 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

8.42%

2.87%

+5.55%

Volatility (6M)

Calculated over the trailing 6-month period

18.39%

10.16%

+8.23%

Volatility (1Y)

Calculated over the trailing 1-year period

22.60%

13.31%

+9.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.40%

15.14%

+11.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.40%

15.14%

+11.26%

RVER vs. WLTG - Expense Ratio Comparison

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


Dividends

RVER vs. WLTG - Dividend Comparison

RVER's dividend yield for the trailing twelve months is around 1.44%, less than WLTG's 4.12% yield.


PositionTTM20252024202320222021
RVER
Trenchless Fund ETF
1.44%1.71%0.00%0.00%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


RVER and WLTG have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RVER has higher volatility (8.42%) compared to WLTG (2.87%). In terms of maximum drawdown, RVER dropped -26.21% vs WLTG's -25.14%.

On 1-year performance, WLTG leads with 27.96% vs 24.60% for RVER. On fees, RVER is cheaper at 0.65% 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 1-year period, WLTG has performed better with a 27.96% return vs 24.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RVER is cheaper with a 0.65% expense ratio, compared with 0.75% for WLTG.

WLTG has the higher dividend yield at 4.12%, compared with 1.44% for RVER.

They also come from different issuers: River1 and WealthTrust. Their fees differ too: 0.65% for RVER and 0.75% for WLTG.

WLTG currently has the higher Sharpe Ratio (2.11 vs 1.09), 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.

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