WLTG vs. PSMD

Last updated Apr 1, 2026

Compare and contrast key facts about WealthTrust DBS Long Term Growth ETF (WLTG) and Pacer Swan SOS Moderate (December) ETF (PSMD).

WLTG and PSMD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WLTG is an actively managed fund by WealthTrust. It was launched on Dec 6, 2021. PSMD is an actively managed fund by Pacer. It was launched on Dec 22, 2020.

Performance

WLTG vs. PSMD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WealthTrust DBS Long Term Growth ETF (WLTG) and Pacer Swan SOS Moderate (December) ETF (PSMD). The values are adjusted to include any dividend payments, if applicable.

WLTG vs. PSMD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
WLTG WealthTrust DBS Long Term Growth ETF	-2.68%	24.55%	26.90%	17.00%	-22.64%	1.00%
PSMD Pacer Swan SOS Moderate (December) ETF	-1.77%	11.45%	12.78%	17.46%	-4.47%	1.60%

Returns By Period

In the year-to-date period, WLTG achieves a -2.68% return, which is significantly lower than PSMD's -1.77% return.

WLTG

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

PSMD

• 1D: 1.56%
• 1M: -2.40%
• YTD: -1.77%
• 6M: 0.79%
• 1Y: 11.20%
• 3Y*: 11.24%
• 5Y*: 8.15%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WLTG vs. PSMD - Expense Ratio Comparison

Both WLTG and PSMD have an expense ratio of 0.75%.

WLTG

WealthTrust DBS Long Term Growth ETF

PSMD

Pacer Swan SOS Moderate (December) ETF

Return for Risk

WLTG vs. PSMD — Risk / Return Rank

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

WLTG

WLTG Risk / Return Rank: 83
WLTG Sharpe Ratio Rank: 80
WLTG Sortino Ratio Rank: 83
WLTG Omega Ratio Rank: 80
WLTG Calmar Ratio Rank: 86
WLTG Martin Ratio Rank: 88

PSMD

PSMD Risk / Return Rank: 68
PSMD Sharpe Ratio Rank: 62
PSMD Sortino Ratio Rank: 66
PSMD Omega Ratio Rank: 76
PSMD Calmar Ratio Rank: 59
PSMD Martin Ratio Rank: 79

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. PSMD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WealthTrust DBS Long Term Growth ETF (WLTG) and Pacer Swan SOS Moderate (December) ETF (PSMD). 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.

	WLTG	PSMD	Difference
Sharpe ratio Return per unit of total volatility	1.53	1.12	+0.41
Sortino ratio Return per unit of downside risk	2.18	1.71	+0.47
Omega ratio Gain probability vs. loss probability	1.31	1.29	+0.02
Calmar ratio Return relative to maximum drawdown	2.68	1.53	+1.16
Martin ratio Return relative to average drawdown	11.01	8.66	+2.35
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WLTG vs. PSMD - Sharpe Ratio Comparison

The current WLTG Sharpe Ratio is 1.53, which is higher than the PSMD Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of WLTG and PSMD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	WLTG	PSMD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.53	1.12	+0.41
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.95	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.54	1.03	-0.49

Correlation

The correlation between WLTG and PSMD is 0.87, 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

WLTG vs. PSMD - Dividend Comparison

WLTG's dividend yield for the trailing twelve months is around 4.55%, while PSMD has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021
WLTG WealthTrust DBS Long Term Growth ETF	4.55%	4.43%	0.55%	0.71%	0.44%	0.02%
PSMD Pacer Swan SOS Moderate (December) ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.47%

Drawdowns

WLTG vs. PSMD - Drawdown Comparison

The maximum WLTG drawdown since its inception was -25.14%, which is greater than PSMD's maximum drawdown of -11.96%. Use the drawdown chart below to compare losses from any high point for WLTG and PSMD.

Drawdown Indicators

	WLTG	PSMD	Difference
Max Drawdown Largest peak-to-trough decline	-25.14%	-11.96%	-13.18%
Max Drawdown (1Y) Largest decline over 1 year	-9.56%	-7.51%	-2.05%
Max Drawdown (5Y) Largest decline over 5 years	—	-11.96%	—
Current Drawdown Current decline from peak	-6.91%	-2.89%	-4.02%
Average Drawdown Average peak-to-trough decline	-9.40%	-1.71%	-7.69%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.33%	1.32%	+1.01%

Volatility

WLTG vs. PSMD - Volatility Comparison

WealthTrust DBS Long Term Growth ETF (WLTG) has a higher volatility of 5.68% compared to Pacer Swan SOS Moderate (December) ETF (PSMD) at 3.10%. This indicates that WLTG's price experiences larger fluctuations and is considered to be riskier than PSMD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WLTG	PSMD	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.68%	3.10%	+2.58%
Volatility (6M) Calculated over the trailing 6-month period	10.88%	4.39%	+6.49%
Volatility (1Y) Calculated over the trailing 1-year period	16.70%	10.09%	+6.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.24%	8.60%	+6.64%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.24%	8.56%	+6.68%