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WLTG vs. FTIF
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WLTG vs. FTIF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WealthTrust DBS Long Term Growth ETF (WLTG) and First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF). The values are adjusted to include any dividend payments, if applicable.

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WLTG vs. FTIF - Yearly Performance Comparison


2026 (YTD)202520242023
WLTG
WealthTrust DBS Long Term Growth ETF
-2.68%24.55%26.90%17.30%
FTIF
First Trust Bloomberg Inflation Sensitive Equity ETF
19.63%7.79%0.50%12.52%

Returns By Period

In the year-to-date period, WLTG achieves a -2.68% return, which is significantly lower than FTIF's 19.63% return.


WLTG

1D
2.93%
1M
-5.29%
YTD
-2.68%
6M
1.42%
1Y
25.35%
3Y*
20.35%
5Y*
10Y*

FTIF

1D
0.42%
1M
1.49%
YTD
19.63%
6M
23.49%
1Y
32.50%
3Y*
12.74%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WLTG vs. FTIF - Expense Ratio Comparison

WLTG has a 0.75% expense ratio, which is higher than FTIF's 0.60% expense ratio.


Return for Risk

WLTG vs. FTIF — Risk / Return Rank

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

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: 8080
Omega Ratio Rank
WLTG Calmar Ratio Rank: 8686
Calmar Ratio Rank
WLTG Martin Ratio Rank: 8888
Martin Ratio Rank

FTIF
FTIF Risk / Return Rank: 7878
Overall Rank
FTIF Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
FTIF Sortino Ratio Rank: 7777
Sortino Ratio Rank
FTIF Omega Ratio Rank: 7979
Omega Ratio Rank
FTIF Calmar Ratio Rank: 7373
Calmar Ratio Rank
FTIF Martin Ratio Rank: 8282
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.

WLTG vs. FTIF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WealthTrust DBS Long Term Growth ETF (WLTG) and First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF). 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.


WLTGFTIFDifference

Sharpe ratio

Return per unit of total volatility

1.53

1.42

+0.10

Sortino ratio

Return per unit of downside risk

2.18

2.00

+0.18

Omega ratio

Gain probability vs. loss probability

1.31

1.31

0.00

Calmar ratio

Return relative to maximum drawdown

2.68

1.93

+0.76

Martin ratio

Return relative to average drawdown

11.01

9.48

+1.52

WLTG vs. FTIF - Sharpe Ratio Comparison

The current WLTG Sharpe Ratio is 1.53, which is comparable to the FTIF Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of WLTG and FTIF, 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


WLTGFTIFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.53

1.42

+0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.69

-0.15

Correlation

The correlation between WLTG and FTIF is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

WLTG vs. FTIF - Dividend Comparison

WLTG's dividend yield for the trailing twelve months is around 4.55%, more than FTIF's 1.17% yield.


TTM20252024202320222021
WLTG
WealthTrust DBS Long Term Growth ETF
4.55%4.43%0.55%0.71%0.44%0.02%
FTIF
First Trust Bloomberg Inflation Sensitive Equity ETF
1.17%1.45%2.88%1.55%0.00%0.00%

Drawdowns

WLTG vs. FTIF - Drawdown Comparison

The maximum WLTG drawdown since its inception was -25.14%, smaller than the maximum FTIF drawdown of -27.83%. Use the drawdown chart below to compare losses from any high point for WLTG and FTIF.


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Drawdown Indicators


WLTGFTIFDifference

Max Drawdown

Largest peak-to-trough decline

-25.14%

-27.83%

+2.69%

Max Drawdown (1Y)

Largest decline over 1 year

-9.56%

-17.27%

+7.71%

Current Drawdown

Current decline from peak

-6.91%

-0.57%

-6.34%

Average Drawdown

Average peak-to-trough decline

-9.40%

-6.28%

-3.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.33%

3.51%

-1.18%

Volatility

WLTG vs. FTIF - Volatility Comparison

WealthTrust DBS Long Term Growth ETF (WLTG) has a higher volatility of 5.68% compared to First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF) at 4.25%. This indicates that WLTG's price experiences larger fluctuations and is considered to be riskier than FTIF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WLTGFTIFDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.68%

4.25%

+1.43%

Volatility (6M)

Calculated over the trailing 6-month period

10.88%

11.64%

-0.76%

Volatility (1Y)

Calculated over the trailing 1-year period

16.70%

22.96%

-6.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.24%

19.28%

-4.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.24%

19.28%

-4.04%