WLTG vs. INTF
WLTG (WealthTrust DBS Long Term Growth ETF) and INTF (iShares MSCI Intl Multifactor ETF) are both exchange-traded funds - WLTG is a Large Cap Blend Equities fund actively managed by WealthTrust, while INTF is a Foreign Large Cap Equities fund tracking the MSCI World ex USA Diversified Multi-Factor. WLTG is actively managed, while INTF is passively managed. Over the past 3 years, WLTG returned 23.40%/yr vs 20.32%/yr for INTF. A 0.74 correlation means they provide meaningful diversification when combined. WLTG charges 0.75%/yr vs 0.30%/yr for INTF.
Performance
WLTG vs. INTF - Performance Comparison
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Returns By Period
In the year-to-date period, WLTG achieves a 7.54% return, which is significantly lower than INTF's 11.30% return.
WLTG
- 1D
- -0.02%
- 1M
- 0.76%
- YTD
- 7.54%
- 6M
- 6.74%
- 1Y
- 27.15%
- 3Y*
- 23.40%
- 5Y*
- —
- 10Y*
- —
INTF
- 1D
- 0.17%
- 1M
- 1.66%
- YTD
- 11.30%
- 6M
- 11.62%
- 1Y
- 29.09%
- 3Y*
- 20.32%
- 5Y*
- 10.44%
- 10Y*
- 10.08%
WLTG vs. INTF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WLTG WealthTrust DBS Long Term Growth ETF | 7.54% | 24.55% | 26.90% | 17.00% | -22.64% | 1.43% |
INTF iShares MSCI Intl Multifactor ETF | 11.30% | 35.50% | 5.99% | 18.25% | -12.31% | 3.54% |
Correlation
The correlation between WLTG and INTF is 0.72, 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 | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Dec 7, 2021 | 0.74 |
The correlation between WLTG and INTF has been stable across timeframes, ranging from 0.68 to 0.74 - a consistent structural relationship.
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Return for Risk
WLTG vs. INTF — Risk / Return Rank
WLTG
INTF
WLTG vs. INTF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WealthTrust DBS Long Term Growth ETF (WLTG) and iShares MSCI Intl Multifactor ETF (INTF). 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 | INTF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.35 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | 2.86 | -0.01 |
| Martin ratioReturn relative to average drawdown | 12.54 | 11.35 | +1.19 |
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Drawdowns
WLTG vs. INTF - Drawdown Comparison
The maximum WLTG drawdown since its inception was -25.14%, smaller than the maximum INTF drawdown of -40.39%. Use the drawdown chart below to compare losses from any high point for WLTG and INTF.
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Drawdown Indicators
| WLTG | INTF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.14% | -40.39% | +15.25% |
Max Drawdown (1Y)Largest decline over 1 year | -9.56% | -10.20% | +0.64% |
Max Drawdown (3Y)Largest decline over 3 years | -17.12% | -13.64% | -3.48% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.26% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.39% | — |
Current DrawdownCurrent decline from peak | -0.79% | -0.29% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -8.99% | -7.67% | -1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 2.57% | -0.40% |
Volatility
WLTG vs. INTF - Volatility Comparison
WealthTrust DBS Long Term Growth ETF (WLTG) has a higher volatility of 4.82% compared to iShares MSCI Intl Multifactor ETF (INTF) at 4.31%. This indicates that WLTG's price experiences larger fluctuations and is considered to be riskier than INTF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WLTG | INTF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 4.31% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 10.93% | 12.46% | -1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.00% | 14.90% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.20% | 16.20% | -1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.20% | 17.28% | -2.08% |
WLTG vs. INTF - Expense Ratio Comparison
WLTG has a 0.75% expense ratio, which is higher than INTF's 0.30% expense ratio.
Dividends
WLTG vs. INTF - Dividend Comparison
WLTG's dividend yield for the trailing twelve months is around 4.12%, more than INTF's 3.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INTF iShares MSCI Intl Multifactor ETF | 3.01% | 2.87% | 3.53% | 3.59% | 2.81% | 5.38% | 2.06% | 3.65% | 2.62% | 3.26% | 1.66% | 0.85% |
WLTG WealthTrust DBS Long Term Growth ETF | 4.12% | 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 INTF have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WLTG has higher volatility (4.82%) compared to INTF (4.31%). In terms of maximum drawdown, WLTG dropped -25.14% vs INTF's -40.39%.
On 3-year performance, WLTG leads with 23.40% vs 20.32% for INTF. On fees, INTF is cheaper at 0.30% per year. On volatility, INTF has been the lower-risk option at 4.31%. 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 23.40% return vs 20.32%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
INTF is cheaper with a 0.30% expense ratio, compared with 0.75% for WLTG.
WLTG has the higher dividend yield at 4.12%, compared with 3.01% for INTF.
WLTG is categorized as Large Cap Blend Equities, while INTF is Foreign Large Cap Equities. They also come from different issuers: WealthTrust and iShares. Their fees differ too: 0.75% for WLTG and 0.30% for INTF.
INTF currently has the higher Sharpe Ratio (1.97 vs 1.95), 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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