RVER vs. WLTG
RVER (Trenchless Fund ETF) and WLTG (WealthTrust DBS Long Term Growth ETF) are both Large Cap Blend Equities funds. Both are actively managed. Over the past year, RVER returned 24.60% vs 27.96% for WLTG. A 0.73 correlation means they provide meaningful diversification when combined. RVER charges 0.65%/yr vs 0.75%/yr for WLTG.
Performance
RVER vs. WLTG - Performance Comparison
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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*
- —
RVER vs. WLTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
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
RVER
WLTG
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.
| RVER | WLTG | Difference | |
|---|---|---|---|
| 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 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RVER | WLTG | Difference | |
|---|---|---|---|
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
| RVER | WLTG | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -2.38% | -0.75% | -1.63% |
Average DrawdownAverage peak-to-trough decline | -5.95% | -9.08% | +3.13% |
Ulcer IndexDepth 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
| RVER | WLTG | Difference | |
|---|---|---|---|
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.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
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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