WLTG vs IFGL

Comparison between WEALTHTRUST DBS LONG TERM GROWTH ETF (WLTG, ETF) and ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF (IFGL, ETF).

5-Year PerformanceWLTG has outperformed IFGL, delivering a return of +10.1% compared to -2.0%

WLTG vs IFGL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WLTG(ETF)	IFGL(ETF)
Net Assets	$83M	$83M
Expense Ratio	0.74%	0.48%
Max Drawdown	25.14%	69.07%
Sharpe Ratio	1.10	0.31
5Y Beta	0.89	0.45
P/E Ratio	20.79	N/A
Forward P/E	14.33	N/A
PEG Ratio	0.22	N/A
5Y Dividends CAGR	N/A	8.10%
5Y EPS CAGR	28.54%	N/A
P/S Ratio	1.96	N/A
P/B Ratio	3.96	N/A

Net Assets

WLTG

$83M

IFGL

$83M

Expense Ratio

WLTG

0.74%

Winner

IFGL

0.48%

Max Drawdown

Winner

WLTG

25.14%

IFGL

69.07%

Sharpe Ratio

Winner

WLTG

1.10

IFGL

0.31

5Y Beta

WLTG

0.89

Winner

IFGL

0.45

P/E Ratio

WLTG

20.79

IFGL

N/A

Forward P/E

WLTG

14.33

IFGL

N/A

PEG Ratio

WLTG

0.22

IFGL

N/A

5Y Dividends CAGR

WLTG

N/A

IFGL

8.10%

5Y EPS CAGR

WLTG

28.54%

IFGL

N/A

P/S Ratio

WLTG

1.96

IFGL

N/A

P/B Ratio

WLTG

3.96

IFGL

N/A

WLTG vs IFGL - Historical Returns

Returns include dividend reinvestment.

Period	WLTG	IFGL
1 month	+0.26%	+3.38%
3 months	+3.18%	-2.51%
6 months	+6.17%	-1.06%
1 year	+20.21%	+5.85%
5 years(CAGR)	+10.07%	-2.04%
10 years(CAGR)	N/A	+1.60%
Max(CAGR)	+10.07%	+1.01%

WLTG

+0.26%

Winner

IFGL

+3.38%

Winner

WLTG

+3.18%

IFGL

-2.51%

Winner

WLTG

+6.17%

IFGL

-1.06%

Winner

WLTG

+20.21%

IFGL

+5.85%

5Y(CAGR)

Winner

WLTG

+10.07%

IFGL

-2.04%

10Y(CAGR)

WLTG

N/A

IFGL

+1.60%

Max(CAGR)

Winner

WLTG

+10.07%

IFGL

+1.01%

WLTG vs IFGL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	WLTG	IFGL
2026	+6.91%	+0.58%
2025	+23.82%	+24.43%
2024	+28.09%	-5.95%
2023	+17.59%	+4.38%
2022	-23.07%	-24.12%
2021	+1.00%	+9.36%
2020	N/A	-7.82%
2019	N/A	+21.51%
2018	N/A	-6.87%
2017	N/A	+20.02%
2016	N/A	+2.54%
2015	N/A	-4.13%
2014	N/A	+2.67%
2013	N/A	+3.10%
2012	N/A	+35.85%
2011	N/A	-17.19%
2010	N/A	+12.21%
2009	N/A	+36.67%
2008	N/A	-51.88%
2007	N/A	+0.66%

WLTG vs IFGL Drawdown Comparison

The maximum drawdown for WLTG was -25.14%, occurring on Oct 14, 2022. Recovery took 560 trading sessions.

The maximum drawdown for IFGL was -67.93%, occurring on Mar 9, 2009. Recovery took 1325 trading sessions.

The current WLTG drawdown is -0.54%. The current IFGL drawdown is -12.30%.

Rank	WLTG	IFGL
#1	-25.14% Dec 27, 2021 - Mar 20, 2024	-67.93% Dec 31, 2007 - Apr 8, 2013
#2	-17.12% Jan 23, 2025 - Jun 24, 2025	-40.38% Feb 14, 2020 - Jun 1, 2021
#3	-10.48% Jul 10, 2024 - Sep 19, 2024	-38.41% Jun 10, 2021 - Oct 26, 2023
#4	-9.56% Jan 29, 2026 - Apr 15, 2026	-19.92% May 15, 2015 - Jun 1, 2017
#5	-5.64% Apr 11, 2024 - May 15, 2024	-18.66% May 3, 2013 - Jul 23, 2014
#6	-5.09% Dec 6, 2024 - Jan 21, 2025	-12.54% Jan 26, 2018 - Mar 26, 2019
#7	-5.07% Oct 29, 2025 - Dec 3, 2025	-10.38% Jul 23, 2014 - Feb 25, 2015
#8	-4.41% Jun 4, 2026 - Jun 10, 2026	-6.62% Feb 25, 2015 - Apr 8, 2015
#9	-3.01% Oct 8, 2025 - Oct 24, 2025	-6.55% Jul 5, 2019 - Oct 11, 2019
#10	-2.93% Dec 10, 2021 - Dec 27, 2021	-4.38% Jun 14, 2017 - Aug 1, 2017
#11	-2.78% Dec 11, 2025 - Dec 22, 2025	-3.41% Apr 1, 2019 - Jul 3, 2019
#12	-2.70% Jan 6, 2026 - Jan 27, 2026	-3.34% Nov 4, 2019 - Dec 26, 2019
#13	-2.69% Nov 11, 2024 - Nov 26, 2024	-3.21% Apr 28, 2015 - May 15, 2015
#14	-2.47% May 14, 2026 - Jun 1, 2026	-2.81% Sep 11, 2017 - Oct 18, 2017
#15	-2.42% Oct 18, 2024 - Nov 6, 2024	-2.52% Oct 18, 2017 - Nov 21, 2017

Correlation

Correlation between WLTG and IFGL is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2008 - 2026)

WLTG vs IFGL dividend yield comparison.

Year	WLTG	IFGL
2026	0.00%	1.93%
2025	4.43%	3.71%
2024	0.55%	4.83%
2023	0.71%	1.82%
2022	0.44%	2.79%
2021	0.02%	3.25%
2020	0.00%	2.17%
2019	0.00%	7.60%
2018	0.00%	4.10%
2017	0.00%	4.90%
2016	0.00%	7.68%
2015	0.00%	3.70%
2014	0.00%	3.56%
2013	0.00%	11.68%
2012	0.00%	5.76%
2011	0.00%	4.28%
2010	0.00%	6.24%
2009	0.00%	7.14%
2008	0.00%	5.33%