WLTG vs. LRGF
WLTG (WealthTrust DBS Long Term Growth ETF) and LRGF (iShares MSCI USA Multifactor ETF) are both Large Cap Blend Equities funds. WLTG is actively managed, while LRGF is passively managed. Over the past 3 years, WLTG returned 22.76%/yr vs 21.28%/yr for LRGF. Their correlation of 0.93 suggests significant overlap in exposure. WLTG charges 0.75%/yr vs 0.20%/yr for LRGF.
Performance
WLTG vs. LRGF - Performance Comparison
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Returns By Period
In the year-to-date period, WLTG achieves a 5.87% return, which is significantly lower than LRGF's 7.84% return.
WLTG
- 1D
- -1.55%
- 1M
- -0.80%
- YTD
- 5.87%
- 6M
- 4.59%
- 1Y
- 24.44%
- 3Y*
- 22.76%
- 5Y*
- —
- 10Y*
- —
LRGF
- 1D
- -1.26%
- 1M
- -0.45%
- YTD
- 7.84%
- 6M
- 6.74%
- 1Y
- 21.21%
- 3Y*
- 21.28%
- 5Y*
- 13.54%
- 10Y*
- 14.05%
WLTG vs. LRGF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WLTG WealthTrust DBS Long Term Growth ETF | 5.87% | 24.55% | 26.90% | 17.00% | -22.64% | 1.43% |
LRGF iShares MSCI USA Multifactor ETF | 7.84% | 16.48% | 26.59% | 25.85% | -14.77% | 4.92% |
Correlation
The correlation between WLTG and LRGF is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Dec 7, 2021 | 0.93 |
The correlation between WLTG and LRGF has been stable across timeframes, ranging from 0.92 to 0.93 - a consistent structural relationship.
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Return for Risk
WLTG vs. LRGF — Risk / Return Rank
WLTG
LRGF
WLTG vs. LRGF - 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 USA Multifactor ETF (LRGF). 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 | LRGF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.30 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.57 | 2.39 | +0.18 |
| Martin ratioReturn relative to average drawdown | 11.26 | 9.61 | +1.65 |
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Drawdowns
WLTG vs. LRGF - Drawdown Comparison
The maximum WLTG drawdown since its inception was -25.14%, smaller than the maximum LRGF drawdown of -36.03%. Use the drawdown chart below to compare losses from any high point for WLTG and LRGF.
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Drawdown Indicators
| WLTG | LRGF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.14% | -36.03% | +10.89% |
Max Drawdown (1Y)Largest decline over 1 year | -9.56% | -8.92% | -0.64% |
Max Drawdown (3Y)Largest decline over 3 years | -17.12% | -19.44% | +2.32% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.62% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.03% | — |
Current DrawdownCurrent decline from peak | -2.33% | -3.10% | +0.77% |
Average DrawdownAverage peak-to-trough decline | -8.98% | -4.53% | -4.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 2.21% | -0.03% |
Volatility
WLTG vs. LRGF - Volatility Comparison
WealthTrust DBS Long Term Growth ETF (WLTG) has a higher volatility of 5.08% compared to iShares MSCI USA Multifactor ETF (LRGF) at 4.77%. This indicates that WLTG's price experiences larger fluctuations and is considered to be riskier than LRGF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WLTG | LRGF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 4.77% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 11.02% | 9.90% | +1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.07% | 12.63% | +1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.21% | 17.10% | -1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.21% | 18.33% | -3.12% |
WLTG vs. LRGF - Expense Ratio Comparison
WLTG has a 0.75% expense ratio, which is higher than LRGF's 0.20% expense ratio.
Dividends
WLTG vs. LRGF - Dividend Comparison
WLTG's dividend yield for the trailing twelve months is around 4.18%, more than LRGF's 1.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LRGF iShares MSCI USA Multifactor ETF | 1.10% | 1.16% | 1.23% | 1.49% | 1.78% | 1.05% | 1.35% | 1.76% | 3.27% | 1.68% | 1.56% | 0.83% |
WLTG WealthTrust DBS Long Term Growth ETF | 4.18% | 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
With a correlation of 0.92, WLTG and LRGF move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
WLTG has higher volatility (5.08%) compared to LRGF (4.77%). In terms of maximum drawdown, WLTG dropped -25.14% vs LRGF's -36.03%.
On 3-year performance, WLTG leads with 22.76% vs 21.28% for LRGF. On fees, LRGF is cheaper at 0.20% per year. On volatility, LRGF has been the lower-risk option at 4.77%. 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 22.76% return vs 21.28%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LRGF is cheaper with a 0.20% expense ratio, compared with 0.75% for WLTG.
WLTG has the higher dividend yield at 4.18%, compared with 1.10% for LRGF.
They also come from different issuers: WealthTrust and iShares. Their fees differ too: 0.75% for WLTG and 0.20% for LRGF.
WLTG currently has the higher Sharpe Ratio (1.75 vs 1.69), 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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