Compare · 2 funds side by side · dividends reinvested

WLTG and IUSG

WLTGWealthTrust×IUSGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,466IUSG · best of the two

02 / 04

WLTG and IUSG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WealthTrust DBS Long Term Growth ETFUS Stock Styles · Growth0.77%4.09%+8.2%+10.5%+24.1%[…]−9.6%13.6%$76M1.4

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.50%+9.8%+8.8%+27.2%+11.8%−13.0%18.2%$32.6B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: WLTG 2021 · IUSG 2000

Head to Head

Swap sides Versus in desk

Head to Head

WealthTrust DBS Long Term Growth ETF · $76M[…]

WLTG

IUSG

iShares Core S&P U.S. Growth ETF · $32.6B$17,466

$10,000 five years ago, dividends reinvested · they hold 22.0% in common

WLTGMeasureIUSG

+8.2%Year to dateJan 1 → Nov 3+9.8%

+10.5%1 yearTotal return+8.8%

+24.1%3 years · per year$10,000 became $19,132 · $20,570+27.2%

[…]5 years · per year$10,000 became […] · $17,466+11.8%

0.77%Expense ratio$77 · $4 a year on $10k · lower is better0.04%

4.09%Trailing 12-mo yield$409 · $50 a year on $10k0.50%

−9.6%Worst dropSmaller is better−13.0%

13.6%VolatilityLower is calmer18.2%

WLTGIUSG Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3WLTG wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WLTG vs IUSG: Top 5 Holdings

Today

WLTG

30.0%in top 5

IUSG

in top 539.7%

WLTGStockIUSG

not top 5NVDA13.5%

11.4%BILSnot top 5

not top 5MSFT10.6%

not top 5AAPL6.9%

5.1%VOnot top 5

4.9%IWBnot top 5

not top 5GOOGL4.5%

4.3%LLYnot top 5

4.2%QQQnot top 5

not top 5AVGO4.2%

Held in common22.0%

End-of-day Nov 3, 2026 · share of each fund

WLTG vs IUSG Returns, Every Period

WealthTrustWLTG

+10.5%

past year

IUSGiShares

+8.8%

past year

WLTGIUSGFaded: behind in that period

1–2IUSG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

WLTG vs IUSG

YTD

WealthTrustWLTG

+8.2%

IUSGiShares

+9.8%

+8.2%Year to date+9.8%

−9.6%Worst drop · 1Y−13.0%

13.6%Volatility · 1Y18.2%

4.1%Yield0.5%

$75.8MAssets$32.6B

3–1WLTG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WLTG, IUSG

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

WLTG0.77%$77

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: WLTG, IUSG

4.09%highest, WLTG

FundTrailing yieldYield$10k

WLTG4.09%$409

IUSG0.50%$50

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$332most kept, WLTG

WLTG$409 − $77 = $332

IUSG$50 − $4 = $46

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: WLTG, IUSG

Today

22.0%most shared, WLTG and IUSG

WLTGIUSG

WLTG—22.0%

IUSG22.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.5%WLTG, at 13.6% volatility

WLTGWorst drop−9.6%13.6% vol

IUSGWorst drop−13.0%18.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

WLTGIUSG

+8.2%Year to date+9.8%

4.1%Yield0.5%

+10.5%Past year+8.8%

0.77%Fee0.04%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026