WLTG vs. CGUS ETF Comparison
Comparison of WealthTrust DBS Long Term Growth ETF (WLTG) to Capital Group Core Equity ETF (CGUS)
WLTG
WealthTrust DBS Long Term Growth ETF
WLTG Description
The fund seeks long-term growth of capital and providing dividend income. The Fund’s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: tactical allocation- accomplished by identifying positive trends for asset classes, sectors, and industries; and equity stock selection- based on quantitative analysis with an emphasis on earnings.
Grade (RS Rating)
Last Trade
$29.99
Average Daily Volume
2,263
Number of Holdings
*
34
* may have additional holdings in another (foreign) market
CGUS
Capital Group Core Equity ETF
CGUS Description
Capital Group Core Equity ETF is an exchange traded fund launched and managed by Capital Research and Management Company. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. Capital Group Core Equity ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$35.18
Average Daily Volume
524,514
Number of Holdings
*
80
* may have additional holdings in another (foreign) market
Performance
| Period | WLTG | CGUS |
|---|---|---|
| 30 Days | 2.24% | 1.53% |
| 60 Days | 6.22% | 4.99% |
| 90 Days | 8.09% | 6.45% |
| 12 Months | 35.63% | 33.47% |
13 Overlapping Holdings
| Symbol | Grade | Weight in WLTG | Weight in CGUS | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 1.87% | 4.97% | 1.87% | |
| AMZN | A | 4.13% | 3.86% | 3.86% | |
| AVGO | C | 1.44% | 3.59% | 1.44% | |
| GOOGL | C | 2.83% | 2.79% | 2.79% | |
| LLY | F | 2.49% | 1.59% | 1.59% | |
| META | B | 3.95% | 5.37% | 3.95% | |
| MSFT | C | 2.15% | 6.35% | 2.15% | |
| NFLX | A | 3.34% | 0.73% | 0.73% | |
| NVDA | A | 3.47% | 2.47% | 2.47% | |
| RCL | A | 3.06% | 0.87% | 0.87% | |
| RTX | D | 1.45% | 2.06% | 1.45% | |
| TSM | C | 1.19% | 0.4% | 0.4% | |
| VRTX | B | 0.03% | 1.01% | 0.03% |
WLTG Overweight 21 Positions Relative to CGUS
WLTG Underweight 67 Positions Relative to CGUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| UNH | B | -3.2% | |
| ACN | B | -1.85% | |
| GOOG | C | -1.81% | |
| ABBV | F | -1.78% | |
| MA | B | -1.67% | |
| JPM | A | -1.6% | |
| FIS | B | -1.52% | |
| ADP | A | -1.49% | |
| GEHC | D | -1.43% | |
| TXN | B | -1.39% | |
| APD | B | -1.34% | |
| GE | D | -1.29% | |
| WH | A | -1.17% | |
| CARR | C | -1.15% | |
| BKR | B | -1.11% | |
| ABT | C | -1.03% | |
| BA | F | -0.99% | |
| PCG | A | -0.97% | |
| CRM | B | -0.97% | |
| TMO | F | -0.96% | |
| VICI | D | -0.91% | |
| PNC | B | -0.86% | |
| COF | B | -0.84% | |
| SPGI | C | -0.84% | |
| DHR | F | -0.84% | |
| EQIX | B | -0.82% | |
| RVTY | C | -0.79% | |
| TSLA | B | -0.75% | |
| URI | B | -0.75% | |
| PM | B | -0.74% | |
| GD | C | -0.73% | |
| IR | A | -0.71% | |
| HD | B | -0.68% | |
| HON | B | -0.64% | |
| V | A | -0.63% | |
| XOM | B | -0.61% | |
| WWD | B | -0.6% | |
| ORCL | A | -0.58% | |
| EIX | C | -0.56% | |
| MMC | D | -0.55% | |
| BRK.A | B | -0.53% | |
| CNP | B | -0.52% | |
| CE | F | -0.52% | |
| LIN | D | -0.51% | |
| FCX | F | -0.5% | |
| CVX | A | -0.49% | |
| CMCSA | B | -0.48% | |
| XPO | B | -0.47% | |
| GIS | F | -0.46% | |
| EMN | D | -0.46% | |
| CB | C | -0.45% | |
| MS | A | -0.44% | |
| TDG | D | -0.42% | |
| STZ | D | -0.41% | |
| WFC | A | -0.4% | |
| SRE | B | -0.39% | |
| MDLZ | F | -0.38% | |
| TPR | A | -0.37% | |
| CHDN | B | -0.37% | |
| NOW | A | -0.35% | |
| WELL | B | -0.35% | |
| STT | B | -0.34% | |
| AJG | A | -0.33% | |
| NKE | F | -0.31% | |
| UNP | D | -0.31% | |
| STX | D | -0.28% | |
| PANW | B | -0.24% |
WLTG: Top Represented Industries & Keywords
Industries:
Semiconductors
Biotechnology
Internet Content & Information
Residential Construction
Aerospace & Defense
Asset Management
Building Materials
Capital Markets
Communication Equipment
Conglomerates
Consumer Electronics
Credit Services
Discount Stores
Drug Manufacturers - Major
Engineering & Construction
Farm & Construction Equipment
Information Technology Services
Insurance - Property & Casualty
Leisure
Media - Diversified
CGUS: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Semiconductors
Chemicals
Credit Services
Diagnostics & Research
Internet Content & Information
Software - Application
Banks - Global
Business Services
Capital Markets
Diversified Industrials
Drug Manufacturers - Major
Insurance Brokers
Oil & Gas Integrated
REIT - Diversified
Software - Infrastructure
Utilities - Regulated Electric
Asset Management
Auto Manufacturers
Banks - Regional - US
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