Compare · 3 funds side by side · dividends reinvested

TGLR, IWD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,201IWD · best of the three

02 / 04

TGLR, IWD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$83.3B1.1

Wedbush Laffer Tengler New Era Value ETFUS Stock Styles · Value0.85%1.00%+5.2%+6.8%+20.3%[…]−10.1%14.1%$36M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: TGLR 2023 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Wedbush Laffer Tengler New Era Value ETF · $36M[…]

TGLR

IWD

iShares Russell 1000 Value ETF · $83.3B$17,201

$10,000 five years ago, dividends reinvested · they hold 25.6% in common

TGLRMeasureIWD

+5.2%Year to dateJan 1 → Nov 6+23.7%

+6.8%1 yearTotal return+28.0%

+20.3%3 years · per year$10,000 became $17,389 · $18,455+22.7%

[…]5 years · per year$10,000 became […] · $17,201+11.5%

0.85%Expense ratio$85 · $18 a year on $10k · lower is better0.18%

1.00%Trailing 12-mo yield$100 · $137 a year on $10k1.37%

−10.1%Worst dropSmaller is better−6.8%

14.1%VolatilityLower is calmer11.6%

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

0–7IWD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TGLR vs IWD: Top 5 Holdings

Today

TGLR

25.2%in top 5

IWD

in top 522.6%

TGLRStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

5.4%MSFT5.3%

5.2%AXPnot top 5

5.1%ABBVnot top 5

4.9%JPM2.4%

4.7%WMTnot top 5

not top 5BRK-B2.8%

Held in common25.6%

End-of-day Nov 6, 2026 · share of each fund

TGLR vs IWD Returns, Every Period

WedbushTGLR

+6.8%

past year

IWDiShares

+28.0%

past year

TGLRIWDFaded: behind in that period

0–3IWD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

TGLR vs IWD

YTD

WedbushTGLR

+5.2%

IWDiShares

+23.7%

+5.2%Year to date+23.7%

−10.1%Worst drop · 1Y−6.8%

14.1%Volatility · 1Y11.6%

1.0%Yield1.4%

$35.6MAssets$83.3B

4–0IWD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TGLR, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

TGLR0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TGLR, IWD, VUG

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

TGLR1.00%$100

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

VUG$42 − $3 = $39

TGLR$100 − $85 = $15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TGLR, IWD, VUG

Today

27.7%most shared, TGLR and VUG

TGLRIWDVUG

TGLR—25.6%27.7%

IWD25.6%—22.9%

VUG27.7%22.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.0%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

TGLRWorst drop−10.1%14.1% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWDTGLR

+23.7%Year to date+5.2%

1.4%Yield1.0%

+28.0%Past year+6.8%

0.18%Fee0.85%

4–0IWD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026