Compare · 2 funds side by side · dividends reinvested

WLTG and IWF

WLTGWealthTrust×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

WLTG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WealthTrust DBS Long Term Growth ETFUS Stock Styles · Growth0.77%4.09%+8.2%+10.3%+23.7%[…]−9.6%13.6%$76M1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: WLTG 2021 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

WLTG

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

$10,000 five years ago, dividends reinvested · they hold 19.4% in common

WLTGMeasureIWF

+8.2%Year to dateJan 1 → Nov 4−0.1%

+10.3%1 yearTotal return−3.0%

+23.7%3 years · per year$10,000 became $18,935 · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

0.77%Expense ratio$77 · $18 a year on $10k · lower is better0.18%

4.09%Trailing 12-mo yield$409 · $37 a year on $10k0.37%

−9.6%Worst dropSmaller is better−15.6%

13.6%VolatilityLower is calmer18.3%

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

6–1WLTG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WLTG vs IWF: Top 5 Holdings

Today

WLTG

30.0%in top 5

IWF

in top 539.3%

WLTGStockIWF

not top 5NVDA15.1%

11.4%BILSnot top 5

not top 5AAPL8.1%

not top 5MSFT6.1%

5.1%VOnot top 5

not top 5GOOGL5.1%

4.9%IWBnot top 5

not top 5AVGO4.8%

4.3%LLYnot top 5

4.3%QQQnot top 5

Held in common19.4%

End-of-day Nov 4, 2026 · share of each fund

WLTG vs IWF Returns, Every Period

WealthTrustWLTG

+10.3%

past year

IWFiShares

−3.0%

past year

WLTGIWFFaded: behind in that period

3–0WLTG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

WLTG vs IWF

YTD

WealthTrustWLTG

+8.2%

IWFiShares

−0.1%

+8.2%Year to date−0.1%

−9.6%Worst drop · 1Y−15.6%

13.6%Volatility · 1Y18.3%

4.1%Yield0.4%

$75.8MAssets$120B

4–0WLTG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WLTG, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

WLTG0.77%$77

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: WLTG, IWF

4.09%highest, WLTG

FundTrailing yieldYield$10k

WLTG4.09%$409

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$332most kept, WLTG

WLTG$409 − $77 = $332

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: WLTG, IWF

Today

19.4%most shared, WLTG and IWF

WLTGIWF

WLTG—19.4%

IWF19.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.3%WLTG, at 13.6% volatility

WLTGWorst drop−9.6%13.6% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

WLTGIWF

+8.2%Year to date−0.1%

4.1%Yield0.4%

+10.3%Past year−3.0%

0.77%Fee0.18%

3–1WLTG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026