Compare · 2 funds side by side · dividends reinvested

WLTG and SPY

WLTGWealthTrust×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

WLTG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.1

WealthTrust DBS Long Term Growth ETFUS Stock Styles · Growth0.77%4.09%+8.2%+10.3%+23.7%[…]−9.6%13.6%$76M1.9

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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

WLTG

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 20.4% in common

WLTGMeasureSPY

+8.2%Year to dateJan 1 → Nov 4+13.3%

+10.3%1 yearTotal return+13.4%

+23.7%3 years · per year$10,000 became $18,935 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.77%Expense ratio$77 · $9 a year on $10k · lower is better0.09%

4.09%Trailing 12-mo yield$409 · $99 a year on $10k0.99%

−9.6%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer12.9%

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

1–6SPY 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 SPY: Top 5 Holdings

Today

WLTG

30.0%in top 5

SPY

in top 527.3%

WLTGStockSPY

11.4%BILSnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.1%VOnot top 5

4.9%IWBnot top 5

4.3%LLYnot top 5

4.3%QQQnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common20.4%

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

WLTG vs SPY Returns, Every Period

WealthTrustWLTG

+10.3%

past year

SPYSPDR

+13.4%

past year

WLTGSPYFaded: behind in that period

0–3SPY wins

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

Stocks vs Core: WLTG vs SPY

YTD

WealthTrustWLTG

+8.2%

SPYSPDR

+13.3%

+8.2%Year to date+13.3%

−9.6%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y12.9%

4.1%Yield1.0%

$75.8MAssets$798B

3–1SPY wins

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

Cost, Income and Risk

Fees: WLTG, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

WLTG0.77%$77

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

Yields: WLTG, SPY

4.09%highest, WLTG

FundTrailing yieldYield$10k

WLTG4.09%$409

SPY0.99%$99

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

Income After Fees on $10,000

$332most kept, WLTG

WLTG$409 − $77 = $332

SPY$99 − $9 = $90

KeptFee

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

Overlap: WLTG, SPY

Today

20.4%most shared, WLTG and SPY

WLTGSPY

WLTG—20.4%

SPY20.4%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

WLTGWorst drop−9.6%13.6% vol

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

Paid More vs Made More

YTD

WLTGSPY

+8.2%Year to date+13.3%

4.1%Yield1.0%

+10.3%Past year+13.4%

0.77%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

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