Compare · 3 funds side by side · dividends reinvested

TGLR, DFAT and VTV

TGLRWedbush×DFATDimensional×VTVVanguard×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

TGLR, DFAT and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.6B2.3

Wedbush Laffer Tengler New Era Value ETFUS Stock Styles · Value0.85%0.96%+9.1%+10.2%+20.6%[…]−10.1%14.3%$35M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: TGLR 2023 · DFAT 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Wedbush Laffer Tengler New Era Value ETF · $35M[…]

TGLR

DFAT

Dimensional - US Targeted Value ETF · $31.6B$15,714

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

TGLR

More Ways to See the Pairs

TGLR vs DFAT: Top 5 Holdings

Today

TGLR

24.6%in top 5

DFAT

in top 53.6%

TGLRStockDFAT

5.2%MSFTnot top 5

5.0%ABBVnot top 5

5.0%AXPnot top 5

4.8%JPMnot top 5

4.5%WMTnot top 5

Cost, Income and Risk

Fees: TGLR, DFAT, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFAT0.31%$31

TGLR0.85%$85

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: TGLR, DFAT, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

DFAT

+9.1%Year to dateJan 1 → Nov 11+19.7%

+10.2%1 yearTotal return+24.7%

+20.6%3 years · per year$10,000 became $17,538 · $16,277+17.6%

[…]5 years · per year$10,000 became […] · $15,714+9.5%

0.85%Expense ratio$85 · $31 a year on $10k · lower is better0.31%

0.96%Trailing 12-mo yield$96 · $132 a year on $10k1.32%

−10.1%Worst dropSmaller is better−9.6%

14.3%VolatilityLower is calmer14.7%

TGLRDFAT Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5DFAT wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5OVV0.8%

not top 5CNH0.7%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

TGLR vs DFAT Returns, Every Period

1Y

WedbushTGLR

+10.2%

past year

DFATDimensional

+24.7%

past year

TGLRDFATFaded: behind in that period

1–2DFAT wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

TGLR vs VTV

YTD

WedbushTGLR

+9.1%

VTVVanguard

+22.3%

+9.1%Year to date+22.3%

−10.1%Worst drop · 1Y−6.4%

14.3%Volatility · 1Y10.8%

1.0%Yield1.8%

$34.9MAssets$184B

4–0VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

DFAT1.32%$132

TGLR0.96%$96

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

DFAT$132 − $31 = $101

TGLR$96 − $85 = $11

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: TGLR, DFAT, VTV

Today

19.0%most shared, TGLR and VTV

TGLRDFATVTV

TGLR—0.0%19.0%

DFAT0.0%—0.0%

VTV19.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.5%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

TGLRWorst drop−10.1%14.3% vol

DFATWorst drop−9.6%14.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAT

+22.3%Year to date+19.7%

1.8%Yield1.3%

+25.5%Past year+24.7%

0.03%Fee0.31%

4–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

Loading…

TGLR, DFAT and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three