CGUS vs WLTG
Capital Group Core Equity ETF vs WealthTrust DBS Long Term Growth ETF
Which is better, CGUS or WLTG?
Each has led over a different period.
CGUS has a lower expense ratio. CGUS led over 1Y and the full window, WLTG over 3Y. The two have moved almost in lockstep, correlation 0.92. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 46.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CGUS | WLTG |
|---|---|---|
| Expense Ratio | 0.33%Best | 0.74% |
| AUM | $12.3B | $77M |
| Dividend Yield | 0.83% | 4.08% |
| Holdings | 75 | 87 |
| YTD Return | +11.95%Best | +7.96% |
| 1Y Return | +15.39%Best | +13.35% |
| 3Y Return (annualized) | +21.76% | +22.48%Best |
| Volatility (annualized) | 14.7% | 13.3%Best |
| Max Drawdown | -21.9% | -20.5%Best |
| $10,000 over 4.6 years | $19,073Best | $17,240 |
| Top 10 Weight | 43.8%Best | 46.5% |
| Fund Family | Capital Group (US) | WealthTrust Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 22, 2022 | Dec 6, 2021 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 24, 2022 to Oct 14, 2026 (4.6 years).
CGUS vs WLTG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.6 years both funds cover.
CGUS vs WLTG Performance
Capital Group Core Equity ETF (CGUS) is an ETF from Capital Group (US) and WealthTrust DBS Long Term Growth ETF (WLTG) is an ETF from WealthTrust Asset Management. Over the past year CGUS returned +15.39% while WLTG returned +13.35%. Year to date, CGUS is up 11.95% versus a gain of 7.96% for WLTG.
Over three years, CGUS compounded at +21.76% per year against +22.48% for WLTG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CGUS has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 13.3% for WLTG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -21.9% for CGUS and -20.5% for WLTG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CGUS charges 0.33% per year while WLTG charges 0.74%. On a $10,000 position that is $33 vs $74 annually, a gap of $41 per year that compounds over a long holding period. On income, CGUS currently yields 0.83% against 4.08% for WLTG.
Holdings Overlap
45.2% of CGUS's money is in holdings WLTG also owns. 32.5% of WLTG's money is in holdings CGUS also owns.
The two portfolios partly overlap.
12 positions in common, counted across the 68 positions we hold weights for in CGUS and 41 in WLTG, against full books of 75 and 87.
What only one of them owns
Our book lists 28 positions for WLTG that do not appear in our book for CGUS (66.3% of the fund), and 48 for CGUS that do not appear in WLTG (47.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CGUS | Weight in WLTG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.90% | 4.25% | 3.65% |
| MSFTMicrosoft Corp | 7.05% | 2.05% | 5.00% |
| METAMeta Platforms Inc | 4.55% | 3.87% | 0.68% |
| AMZNAmazon.Com Inc | 4.75% | 2.93% | 1.82% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 2.84% | 4.44% | 1.60% |
| LLYEli Lilly & Co. | 3.68% | 3.53% | 0.15% |
| AVGOBroadcom Inc | 5.26% | 1.91% | 3.35% |
| GOOGLAlphabet Inc | 3.14% | 2.39% | 0.75% |
| AAPLApple, Inc | 2.53% | 1.67% | 0.86% |
| RTXRaytheon Co. | 1.84% | 1.68% | 0.16% |
45.2% of CGUS is already inside WLTG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CGUS or WLTG?
CGUS has an expense ratio of 0.33% while WLTG charges 0.74%. CGUS is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, CGUS or WLTG?
Over the past year CGUS returned +15.39% vs +13.35% for WLTG, so CGUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CGUS or WLTG?
CGUS has been the more volatile fund at 14.7% annualized versus 13.3% for WLTG. Worst drawdown: CGUS -21.9% vs WLTG -20.5%.
Should I hold both CGUS and WLTG?
CGUS and WLTG have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between CGUS and WLTG?
45.2% of CGUS's money is in holdings WLTG also owns. 32.5% of WLTG's is in holdings CGUS also owns. They hold 12 positions in common, counted across the 68 positions we hold weights for in CGUS and 41 in WLTG.
Which pays a higher dividend, CGUS or WLTG?
CGUS yields 0.83% while WLTG yields 4.08%, so WLTG currently pays the higher dividend yield.
Is WLTG better than CGUS?
CGUS has a lower expense ratio. CGUS led over 1Y and the full window, WLTG over 3Y. The two have moved almost in lockstep, correlation 0.92. CGUS is less concentrated, with 43.8% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.