SCHX vs WLTG
Schwab US Large-Cap ETF vs WealthTrust DBS Long Term Growth ETF
Which is better, SCHX or WLTG?
Each has led over a different period.
SCHX has a lower expense ratio. SCHX led over 1Y and the full window, WLTG over 3Y. The two have moved almost in lockstep, correlation 0.92. SCHX is less concentrated, with 36.9% 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 | SCHX | WLTG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.74% |
| AUM | $75.3B | $77M |
| Dividend Yield | 1.04% | 4.08% |
| Holdings | 752 | 87 |
| YTD Return | +13.08%Best | +7.96% |
| 1Y Return | +16.62%Best | +13.35% |
| 3Y Return (annualized) | +22.27% | +22.48%Best |
| 5Y Return (annualized) | +12.56% | - |
| Volatility (annualized) | 15.7% | 13.6%Best |
| Max Drawdown | -25.4% | -25.1%Best |
| $10,000 over 4.9 years | $17,334Best | $15,797 |
| Top 10 Weight | 36.9%Best | 46.5% |
| Fund Family | Charles Schwab Asset Management | WealthTrust Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 3, 2009 | Dec 6, 2021 |
Volatility and max drawdown, and the $10,000 over 4.9 years row, are measured over the window both funds cover: Dec 7, 2021 to Oct 14, 2026 (4.9 years).
SCHX 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 4.9 years both funds cover.
SCHX vs WLTG Performance
Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management and WealthTrust DBS Long Term Growth ETF (WLTG) is an ETF from WealthTrust Asset Management. Over the past year SCHX returned +16.62% while WLTG returned +13.35%. Year to date, SCHX is up 13.08% versus a gain of 7.96% for WLTG.
Over three years, SCHX compounded at +22.27% per year against +22.48% for WLTG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHX has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 13.6% 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 -25.4% for SCHX and -25.1% 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
SCHX charges 0.03% per year while WLTG charges 0.74%. On a $10,000 position that is $3 vs $74 annually, a gap of $71 per year that compounds over a long holding period. On income, SCHX currently yields 1.04% against 4.08% for WLTG.
Holdings Overlap
36.9% of SCHX's money is in holdings WLTG also owns. 59.8% of WLTG's money is in holdings SCHX also owns.
The two portfolios partly overlap.
29 positions in common, counted across the 752 positions we hold weights for in SCHX and 41 in WLTG, against full books of 752 and 87.
What only one of them owns
Our book lists 11 positions for WLTG that do not appear in our book for SCHX (35.8% of the fund), and 701 for SCHX that do not appear in WLTG (62.4%).
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 SCHX | Weight in WLTG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.02% | 4.25% | 3.77% |
| AAPLApple, Inc | 6.90% | 1.67% | 5.23% |
| MSFTMicrosoft Corp | 5.44% | 2.05% | 3.39% |
| AMZNAmazon.Com Inc | 3.50% | 2.93% | 0.57% |
| METAMeta Platforms Inc | 2.28% | 3.87% | 1.59% |
| GOOGLAlphabet Inc | 2.86% | 2.39% | 0.47% |
| LLYEli Lilly & Co. | 1.30% | 3.53% | 2.23% |
| MUMicron Technology, Inc. | 1.72% | 2.78% | 1.06% |
| AVGOBroadcom Inc | 2.40% | 1.91% | 0.49% |
| BKBank Of New York Mellon Corp | 0.14% | 2.91% | 2.77% |
59.8% of WLTG is already inside SCHX.
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, SCHX or WLTG?
SCHX has an expense ratio of 0.03% while WLTG charges 0.74%. SCHX is the cheaper option, by $71 a year on a $10,000 investment.
Which performed better, SCHX or WLTG?
Over the past year SCHX returned +16.62% vs +13.35% for WLTG, so SCHX leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCHX or WLTG?
SCHX has been the more volatile fund at 15.7% annualized versus 13.6% for WLTG. Worst drawdown: SCHX -25.4% vs WLTG -25.1%.
Should I hold both SCHX and WLTG?
SCHX 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 SCHX and WLTG?
59.8% of WLTG's money is in holdings SCHX also owns. 59.8% of WLTG's is in holdings SCHX also owns. They hold 29 positions in common, counted across the 752 positions we hold weights for in SCHX and 41 in WLTG.
Which pays a higher dividend, SCHX or WLTG?
SCHX yields 1.04% while WLTG yields 4.08%, so WLTG currently pays the higher dividend yield.
Is WLTG better than SCHX?
SCHX has a lower expense ratio. SCHX led over 1Y and the full window, WLTG over 3Y. The two have moved almost in lockstep, correlation 0.92. SCHX is less concentrated, with 36.9% 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.