SPTM vs. WLTG
Compare and contrast key facts about SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) and WealthTrust DBS Long Term Growth ETF (WLTG).
SPTM and WLTG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPTM is a passively managed fund by State Street that tracks the performance of the S&P Composite 1500 Index. It was launched on Oct 4, 2000. WLTG is an actively managed fund by WealthTrust. It was launched on Dec 6, 2021.
Performance
SPTM vs. WLTG - Performance Comparison
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SPTM vs. WLTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | -3.15% | 16.93% | 23.87% | 25.55% | -17.75% | 1.80% |
WLTG WealthTrust DBS Long Term Growth ETF | -1.62% | 24.55% | 26.90% | 17.00% | -22.64% | 1.00% |
Returns By Period
In the year-to-date period, SPTM achieves a -3.15% return, which is significantly lower than WLTG's -1.62% return.
SPTM
- 1D
- 0.76%
- 1M
- -4.38%
- YTD
- -3.15%
- 6M
- -0.99%
- 1Y
- 18.19%
- 3Y*
- 18.05%
- 5Y*
- 11.45%
- 10Y*
- 13.90%
WLTG
- 1D
- 1.10%
- 1M
- -4.93%
- YTD
- -1.62%
- 6M
- 2.02%
- 1Y
- 26.65%
- 3Y*
- 20.79%
- 5Y*
- —
- 10Y*
- —
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SPTM vs. WLTG - Expense Ratio Comparison
SPTM has a 0.03% expense ratio, which is lower than WLTG's 0.75% expense ratio.
Return for Risk
SPTM vs. WLTG — Risk / Return Rank
SPTM
WLTG
SPTM vs. WLTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) 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.
| SPTM | WLTG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.60 | -0.60 |
Sortino ratioReturn per unit of downside risk | 1.52 | 2.27 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.32 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 2.79 | -1.27 |
Martin ratioReturn relative to average drawdown | 7.28 | 11.32 | -4.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SPTM | WLTG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.60 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.56 | -0.13 |
Correlation
The correlation between SPTM and WLTG is 0.94, 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
SPTM vs. WLTG - Dividend Comparison
SPTM's dividend yield for the trailing twelve months is around 1.19%, less than WLTG's 4.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | 1.19% | 1.13% | 1.28% | 1.44% | 1.69% | 1.25% | 1.56% | 1.72% | 1.90% | 1.66% | 1.91% | 1.92% |
WLTG WealthTrust DBS Long Term Growth ETF | 4.50% | 4.43% | 0.55% | 0.71% | 0.44% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SPTM vs. WLTG - Drawdown Comparison
The maximum SPTM drawdown since its inception was -54.80%, which is greater than WLTG's maximum drawdown of -25.14%. Use the drawdown chart below to compare losses from any high point for SPTM and WLTG.
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Drawdown Indicators
| SPTM | WLTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.80% | -25.14% | -29.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.21% | -9.56% | -2.65% |
Max Drawdown (5Y)Largest decline over 5 years | -24.14% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.66% | — | — |
Current DrawdownCurrent decline from peak | -5.36% | -5.89% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -9.10% | -9.39% | +0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.36% | +0.19% |
Volatility
SPTM vs. WLTG - Volatility Comparison
The current volatility for SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) is 5.35%, while WealthTrust DBS Long Term Growth ETF (WLTG) has a volatility of 5.70%. This indicates that SPTM 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.
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Volatility by Period
| SPTM | WLTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 5.70% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 10.93% | -1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.33% | 16.73% | +1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 15.25% | +1.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 15.25% | +2.78% |