DFAT vs TGLR

ADFAT

BTGLR

Measures won2–3TGLR wins · of 6 · 5Y

$10,000 · 5Y$16,744DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.31%DFAT · $131 on $10k

Smallest drop−8.6%TGLR · worst fall in 1Y

Held in common0.0%DFAT and TGLR

DFAT

TGLR

Dimensional - US Targeted Value ETF · $31.7BWedbush Laffer Tengler New Era Value ETF · $35M

+20.0%3 years · per year$17,261 · $18,529+22.8%

+10.9%5 years · per year$16,744 · […][…]

0.31%Expense ratio$31 · $85 on $10k · lower wins0.85%

1.31%12-mo yield$131 · $95 on $10k0.95%

−9.6%Worst dropSmaller wins−8.6%

14.3%VolatilityLower wins13.4%

2–3TGLR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · TGLR

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B
2	BTGLR	Wedbush Laffer Tengler New Era Value ETFRead Desk		0.85%	0.95%	+1.4%	+10.1%	+11.7%	+22.8%	new	−8.6%	$35M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B
2	BTGLR	Wedbush Laffer Tengler New Era Value ETFRead Desk		0.85%	0.95%	+1.4%	+10.1%	+11.7%	+22.8%	new	−8.6%	$35M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAT vs TGLR

DFAT

Dimensional - US Targeted Value

$16,744

TGLR

Wedbush Laffer Tengler New Era Value

[…]

MeasureDFATTGLR

Fee0.31%0.85%

Cost on $10k a year$31$85

Yield1.31%0.95%

5 years, per year+10.9%[…]

3 years, per year+20.0%+22.8%

Worst drop · 1Y−9.6%−8.6%

Volatility · 1Y14.3%13.4%

3–2measures won
TGLR first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAT, TGLR

Today

0.0%most shared, DFAT and TGLR

DFATTGLR

DFAT—0.0%

TGLR0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, DFAT

DFAT$131 − $31 = $100

TGLR$95 − $85 = $10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee