TGLR vs DFAT

ATGLR

BDFAT

Measures won2–3DFAT wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DFAT $15,974

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%DFAT · $135 on $10k

Smallest drop−9.6%DFAT · worst fall in 1Y

Held in common0.0%TGLR and DFAT

TGLR

DFAT

Wedbush Laffer Tengler New Era Value ETF · $36MDimensional - US Targeted Value ETF · $31.1B

+20.6%3 years · per year$17,562 · $16,661+18.5%

[…]5 years · per year[…] · $15,974+9.8%

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

1.00%12-mo yield$100 · $135 on $10k1.35%

−10.0%Worst dropSmaller wins−9.6%

14.1%VolatilityLower wins14.7%

2–3DFAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTGLR · DFAT

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B
3	ATGLR	Wedbush Laffer Tengler New Era Value ETFRead Desk	0.85%	1.00%	−4.4%	+5.3%	+7.5%	+20.6%	new	−10.0%	$36M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B
3	ATGLR	Wedbush Laffer Tengler New Era Value ETFRead Desk	0.85%	1.00%	−4.4%	+5.3%	+7.5%	+20.6%	new	−10.0%	$36M

End-of-day Nov 5, 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

$15,974

MeasureTGLRDFAT

Fee0.85%0.31%

Cost on $10k a year$85$31

Yield1.00%1.35%

5 years, per year[…]+9.8%

3 years, per year+20.6%+18.5%

Worst drop · 1Y−10.0%−9.6%

Volatility · 1Y14.1%14.7%

3–2measures won
DFAT first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TGLR, DFAT, VUG

Today

27.8%most shared, TGLR and VUG

TGLRDFATVUG

TGLR—0.0%27.8%

DFAT0.0%—0.0%

VUG27.8%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

VUG$43 − $3 = $40

TGLR$100 − $85 = $15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee