TGLR vs IVV

ATGLR

BIVV

Measures won0–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common33.1%TGLR and IVV

TGLR

IVV

Wedbush Laffer Tengler New Era Value ETF · $36MiShares Core S&P 500 ETF · $850B

+20.3%3 years · per year$17,389 · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.85%Expense ratio$85 · $3 on $10k · lower wins0.03%

1.00%12-mo yield$100 · $114 on $10k1.14%

−10.1%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.6%

0–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTGLR · IVV

5.4%MSFT6.3%

3.7%AMZN4.0%

3.5%AAPL7.9%

3.4%NVDA6.9%

Held in common33.1%

End-of-day Nov 6, 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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	ATGLR	Wedbush Laffer Tengler New Era Value ETFRead Desk		0.85%	1.00%	−0.1%	+5.2%	+6.8%	+20.3%	new	−10.1%	$36M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	ATGLR	Wedbush Laffer Tengler New Era Value ETFRead Desk		0.85%	1.00%	−0.1%	+5.2%	+6.8%	+20.3%	new	−10.1%	$36M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TGLR vs IVV

TGLR

Wedbush Laffer Tengler New Era Value

[…]

IVV

iShares Core S&P 500

$17,177

MeasureTGLRIVV

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield1.00%1.14%

5 years, per year[…]+11.4%

3 years, per year+20.3%+21.8%

Worst drop · 1Y−10.1%−8.9%

Volatility · 1Y14.1%13.6%

5–0measures won
IVV first

33.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: TGLR, IVV

Today

33.1%most shared, TGLR and IVV

TGLRIVV

TGLR—33.1%

IVV33.1%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

TGLR$100 − $85 = $15

KeptFee

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