WLTG vs SPY
Comparison between WEALTHTRUST DBS LONG TERM GROWTH ETF (WLTG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
WLTG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WLTG
$76M
Winner
SPY
$735B
Expense Ratio
WLTG
0.74%
Winner
SPY
0.09%
Max Drawdown
Winner
WLTG
25.14%
SPY
56.47%
Sharpe Ratio
WLTG
1.46
Winner
SPY
1.62
5Y Beta
Winner
WLTG
0.89
SPY
1.00
P/E Ratio
Winner
WLTG
21.88
SPY
28.99
Forward P/E
Winner
WLTG
16.64
SPY
22.37
PEG Ratio
WLTG
0.49
SPY
N/A
5Y Dividends CAGR
WLTG
N/A
SPY
5.43%
5Y EPS CAGR
WLTG
25.10%
Winner
SPY
26.05%
Debt to Equity
WLTG
N/A
SPY
32.40%
P/S Ratio
Winner
WLTG
2.41
SPY
3.74
P/B Ratio
Winner
WLTG
3.84
SPY
5.61
WLTG vs SPY - Holdings Comparison
WLTG and SPY have 25 common holdings. Overlap is 20.77%
WLTG's top 25 holdings weight is 88.42%. SPY's top 25 holdings weight is 52.37%.
| Rank | WLTG | SPY |
|---|---|---|
| #1 | STATE STREET® SPDR®BLMBG3-12MTHT-BILLETF (BILS) - 12.96% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | ISHARES RUSSELL 1000 ETF (IWB) - 10.35% | APPLE INC (AAPL) - 7.02% |
| #3 | VANGUARD MID-CAP ETF (VO) - 5.21% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.00% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.96% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | INVESCO QQQ TRUST (QQQ) - 3.89% | BROADCOM INC (AVGO) - 3.10% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.83% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | AMAZON.COM INC (AMZN) - 3.25% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | VERTIV HOLDINGS CO CLASS A (VRT) - 3.24% | TESLA INC (TSLA) - 1.89% |
| #10 | NVIDIA CORP (NVDA) - 3.06% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | DEVON ENERGY CORP (DVN) - 2.95% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | ELI LILLY AND CO (LLY) - 2.90% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | SPDR® GOLD SHARES (GLD) - 2.88% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | BANK OF NEW YORK MELLON CORP (BK) - 2.87% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | EMCOR GROUP INC (EME) - 2.69% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | SYNCHRONY FINANCIAL (SYF) - 2.45% | INTEL CORP (INTC) - 0.90% |
| #17 | VANGUARD SMALL-CAP ETF (VB) - 2.17% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | CAPITAL ONE FINANCIAL CORP (COF) - 2.03% | VISA INC CLASS A (V) - 0.85% |
| #19 | BANK OF AMERICA CORP (BAC) - 1.98% | WALMART INC (WMT) - 0.81% |
| #20 | AMERIPRISE FINANCIAL INC (AMP) - 1.91% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | BROADCOM INC (AVGO) - 1.86% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | MICROSOFT CORP (MSFT) - 1.82% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | CITIZENS FINANCIAL GROUP INC (CFG) - 1.78% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | RTX CORP (RTX) - 1.72% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | NETFLIX INC (NFLX) - 1.66% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 36 | 505 |
WLTG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
WLTG
-0.99%
Winner
SPY
+1.90%
3M
WLTG
+3.83%
Winner
SPY
+8.55%
6M
WLTG
+5.74%
Winner
SPY
+8.18%
1Y
WLTG
+25.51%
Winner
SPY
+25.79%
5Y(CAGR)
WLTG
+9.81%
Winner
SPY
+13.32%
10Y(CAGR)
WLTG
N/A
SPY
+15.19%
Max(CAGR)
Winner
WLTG
+9.81%
SPY
+8.47%
WLTG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | WLTG | SPY |
|---|---|---|
| 2026 | +4.55% | +8.26% |
| 2025 | +23.82% | +18.00% |
| 2024 | +28.09% | +25.59% |
| 2023 | +17.59% | +26.72% |
| 2022 | -23.07% | -18.64% |
| 2021 | +1.00% | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
WLTG vs SPY Drawdown Comparison
The maximum drawdown for WLTG was -25.14%, occurring on Oct 14, 2022. Recovery took 560 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current WLTG drawdown is -2.74%. The current SPY drawdown is -2.90%.
| Rank | WLTG | SPY |
|---|---|---|
| #1 | -25.14% Dec 27, 2021 - Mar 20, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -17.12% Jan 23, 2025 - Jun 24, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -10.48% Jul 10, 2024 - Sep 19, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -9.56% Jan 29, 2026 - Apr 15, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.64% Apr 11, 2024 - May 15, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.09% Dec 6, 2024 - Jan 21, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -5.07% Oct 29, 2025 - Dec 3, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -3.01% Oct 8, 2025 - Oct 24, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.93% Dec 10, 2021 - Dec 27, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.78% Dec 11, 2025 - Dec 22, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.74% Jun 4, 2026 - Jun 5, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.70% Jan 6, 2026 - Jan 27, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.69% Nov 11, 2024 - Nov 26, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.47% May 14, 2026 - Jun 1, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.42% Oct 18, 2024 - Nov 6, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between WLTG and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
WLTG vs SPY dividend yield comparison.
| Year | WLTG | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 4.43% | 1.07% |
| 2024 | 0.55% | 1.21% |
| 2023 | 0.71% | 1.40% |
| 2022 | 0.44% | 1.65% |
| 2021 | 0.02% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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