WLTG vs. EQL
WLTG (WealthTrust DBS Long Term Growth ETF) and EQL (ALPS Equal Sector Weight ETF) are both Large Cap Blend Equities funds. WLTG is actively managed, while EQL is passively managed. Over the past 3 years, WLTG returned 21.12%/yr vs 14.59%/yr for EQL. Their correlation of 0.83 means they have usually moved in the same direction. WLTG charges 0.75%/yr vs 0.27%/yr for EQL.
Performance
WLTG vs. EQL - Performance Comparison
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Returns By Period
In the year-to-date period, WLTG achieves a 8.11% return, which is significantly lower than EQL's 10.71% return.
WLTG
- 1D
- 0.93%
- 1M
- 1.25%
- 6M
- 5.49%
- YTD
- 8.11%
- 1Y
- 22.07%
- 3Y*
- 21.12%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.17%
EQL
- 1D
- 0.57%
- 1M
- 0.31%
- 6M
- 6.82%
- YTD
- 10.71%
- 1Y
- 18.34%
- 3Y*
- 14.59%
- 5Y*
- 10.63%
- 10Y*
- 12.39%
- ALL TIME*
- 13.49%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.33M | $2.84M | $2.70M | |
| $600.93K | $345.27K | $433.54K |
WLTG vs. EQL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WLTG WealthTrust DBS Long Term Growth ETF | 8.11% | 24.55% | 26.90% | 17.00% | -22.64% | 1.43% |
EQL ALPS Equal Sector Weight ETF | 10.71% | 13.09% | 16.44% | 16.87% | -10.72% | 4.31% |
Correlation
The correlation between WLTG and EQL is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Dec 7, 2021 | 0.83 |
The correlation between WLTG and EQL shifts across timeframes, from 0.69 (1 year) to 0.83 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WLTG vs. EQL — Risk / Return Rank
WLTG
EQL
WLTG vs. EQL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WealthTrust DBS Long Term Growth ETF (WLTG) and ALPS Equal Sector Weight ETF (EQL). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WLTG | EQL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.33 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | 2.78 | -0.68 |
| Martin ratioReturn relative to average drawdown | 9.05 | 10.89 | -1.84 |
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Drawdowns
WLTG vs. EQL - Drawdown Comparison
The maximum WLTG drawdown since its inception was -25.14%, smaller than the maximum EQL drawdown of -35.65%. Use the drawdown chart below to compare losses from any high point for WLTG and EQL.
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Drawdown Indicators
| WLTG | EQL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.14% | -35.65% | +10.51% |
Max Drawdown (1Y)Largest decline over 1 year | -9.56% | -6.19% | -3.37% |
Max Drawdown (3Y)Largest decline over 3 years | -17.12% | -15.07% | -2.05% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.24% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.65% | — |
Current DrawdownCurrent decline from peak | -0.26% | -0.27% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -8.80% | -3.23% | -5.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 1.58% | +0.64% |
Volatility
WLTG vs. EQL - Volatility Comparison
WealthTrust DBS Long Term Growth ETF (WLTG) has a higher volatility of 3.60% compared to ALPS Equal Sector Weight ETF (EQL) at 2.23%. This indicates that WLTG's price experiences larger fluctuations and is considered to be riskier than EQL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WLTG | EQL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.60% | 2.23% | +1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 11.04% | 7.03% | +4.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.32% | 9.50% | +4.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.14% | 14.51% | +0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.14% | 16.49% | -1.35% |
WLTG vs. EQL - Expense Ratio Comparison
WLTG has a 0.75% expense ratio, which is higher than EQL's 0.27% expense ratio.
Dividends
WLTG vs. EQL - Dividend Comparison
WLTG's dividend yield for the trailing twelve months is around 4.10%, more than EQL's 1.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQL ALPS Equal Sector Weight ETF | 1.35% | 1.73% | 1.78% | 1.96% | 2.14% | 1.69% | 2.29% | 1.95% | 2.39% | 1.97% | 2.89% | 2.07% |
WLTG WealthTrust DBS Long Term Growth ETF | 4.10% | 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
WLTG and EQL have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WLTG has higher volatility (3.60%) compared to EQL (2.23%). In terms of maximum drawdown, WLTG dropped -25.14% vs EQL's -35.65%.
On 3-year performance, WLTG leads with 21.12% vs 14.59% for EQL. On fees, EQL is cheaper at 0.27% per year. On volatility, EQL has been the lower-risk option at 2.23%. 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 21.12% return vs 14.59%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
EQL is cheaper with a 0.27% expense ratio, compared with 0.75% for WLTG.
WLTG has the higher dividend yield at 4.10%, compared with 1.35% for EQL.
They also come from different issuers: WealthTrust and SS&C. Their fees differ too: 0.75% for WLTG and 0.27% for EQL.
EQL currently has the higher Sharpe Ratio (1.82 vs 1.40), 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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