TGLR vs DFAT

ATGLR

BDFAT

Measures won3–2TGLR wins · of 6 · 5Y

$10,000 · 5Y$16,134DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.33%DFAT · $133 on $10k

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

Held in common0.0%TGLR and DFAT

TGLR

DFAT

Wedbush Laffer Tengler New Era Value ETF · $35MDimensional - US Targeted Value ETF · $31.7B

+22.6%3 years · per year$18,422 · $17,168+19.7%

[…]5 years · per year[…] · $16,134+10.0%

0.85%Expense ratio$85 · $31 on $10k · lower wins0.31%

0.97%12-mo yield$97 · $133 on $10k1.33%

−8.6%Worst dropSmaller wins−9.6%

13.3%VolatilityLower wins14.3%

3–2TGLR wins

$10,000 · 5 yearsOne scale

Shared top holdingsTGLR · DFAT

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

Held in common0.0%

End-of-day Nov 3, 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	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.33%	−0.7%	+19.1%	+25.0%	+19.7%	+10.0%	−9.6%	$31.7B
2	ATGLR	Wedbush Laffer Tengler New Era Value ETFRead Desk		0.85%	0.97%	+0.2%	+8.5%	+9.5%	+22.6%	new	−8.6%	$35M

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

Both

5Y2 funds

#			Trend
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.33%	−0.7%	+19.1%	+25.0%	+19.7%	+10.0%	−9.6%	$31.7B
2	ATGLR	Wedbush Laffer Tengler New Era Value ETFRead Desk		0.85%	0.97%	+0.2%	+8.5%	+9.5%	+22.6%	new	−8.6%	$35M

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

Cards for this view

TGLR vs DFAT

TGLR

Wedbush Laffer Tengler New Era Value

[…]

DFAT

Dimensional - US Targeted Value

$16,134

MeasureTGLRDFAT

Fee0.85%0.31%

Cost on $10k a year$85$31

Yield0.97%1.33%

5 years, per year[…]+10.0%

3 years, per year+22.6%+19.7%

Worst drop · 1Y−8.6%−9.6%

Volatility · 1Y13.3%14.3%

3–2measures won
TGLR first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: TGLR, DFAT

Today

0.0%most shared, TGLR and DFAT

TGLRDFAT

TGLR—0.0%

DFAT0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, DFAT

DFAT$133 − $31 = $102

TGLR$97 − $85 = $12

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee