Compare · 2 funds side by side · dividends reinvested

WLTG and MGK

WLTGWealthTrust×MGKVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,720MGK · best of the two

02 / 04

WLTG and MGK, 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%$76M1.3

Vanguard Morningstar Mega Cap Growth ETFUS Stock Styles · Growth0.05%0.35%+5.0%+3.1%+25.8%+12.1%−16.3%18.7%$34.9B1.6

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 · MGK 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

WLTG

MGK

Vanguard Morningstar Mega Cap Growth ETF · $34.9B$17,720

$10,000 five years ago, dividends reinvested · they hold 20.0% in common

WLTGMeasureMGK

+8.2%Year to dateJan 1 → Nov 3+5.0%

+10.5%1 yearTotal return+3.1%

+24.1%3 years · per year$10,000 became $19,132 · $19,894+25.8%

[…]5 years · per year$10,000 became […] · $17,720+12.1%

0.77%Expense ratio$77 · $5 a year on $10k · lower is better0.05%

4.09%Trailing 12-mo yield$409 · $35 a year on $10k0.35%

−9.6%Worst dropSmaller is better−16.3%

13.6%VolatilityLower is calmer18.7%

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

5–2WLTG 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 MGK: Top 5 Holdings

Today

WLTG

30.0%in top 5

MGK

in top 545.6%

WLTGStockMGK

not top 5NVDA13.7%

not top 5AAPL12.5%

11.4%BILSnot top 5

not top 5MSFT9.5%

5.1%VOnot top 5

not top 5GOOGL5.0%

not top 5META5.0%

4.9%IWBnot top 5

4.3%LLYnot top 5

4.2%QQQnot top 5

Held in common20.0%

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

WLTG vs MGK Returns, Every Period

WealthTrustWLTG

+10.5%

past year

MGKVanguard

+3.1%

past year

WLTGMGKFaded: behind in that period

2–1WLTG wins

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

WLTG vs MGK

YTD

WealthTrustWLTG

+8.2%

MGKVanguard

+5.0%

+8.2%Year to date+5.0%

−9.6%Worst drop · 1Y−16.3%

13.6%Volatility · 1Y18.7%

4.1%Yield0.4%

$75.8MAssets$34.9B

4–0WLTG wins

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

Cost, Income and Risk

Fees: WLTG, MGK

Today

0.05%lowest, MGK

FundExpense ratioFee$10k

MGK0.05%$5

WLTG0.77%$77

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

Yields: WLTG, MGK

4.09%highest, WLTG

FundTrailing yieldYield$10k

WLTG4.09%$409

MGK0.35%$35

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

Income After Fees on $10,000

$332most kept, WLTG

WLTG$409 − $77 = $332

MGK$35 − $5 = $30

KeptFee

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

Overlap: WLTG, MGK

Today

20.0%most shared, WLTG and MGK

WLTGMGK

WLTG—20.0%

MGK20.0%—

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

MGKWorst drop−16.3%18.7% vol

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

Paid More vs Made More

YTD

WLTGMGK

+8.2%Year to date+5.0%

4.1%Yield0.4%

+10.5%Past year+3.1%

0.77%Fee0.05%

3–1WLTG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

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