TGLR vs IWD

ATGLR

BIWD

Measures won0–5IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%IWD · $137 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common25.6%TGLR and IWD

TGLR

IWD

Wedbush Laffer Tengler New Era Value ETF · $36MiShares Russell 1000 Value ETF · $83.3B

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

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

0.85%Expense ratio$85 · $18 on $10k · lower wins0.18%

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

−10.1%Worst dropSmaller wins−6.8%

14.1%VolatilityLower wins11.6%

0–5IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTGLR · IWD

5.4%MSFT5.3%

3.7%AMZN6.1%

3.5%AAPL6.0%

4.9%JPM2.4%

Held in common25.6%

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

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$83.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$83.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	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 IWD

TGLR

Wedbush Laffer Tengler New Era Value

[…]

IWD

iShares Russell 1000 Value

$17,201

MeasureTGLRIWD

Fee0.85%0.18%

Cost on $10k a year$85$18

Yield1.00%1.37%

5 years, per year[…]+11.5%

3 years, per year+20.3%+22.7%

Worst drop · 1Y−10.1%−6.8%

Volatility · 1Y14.1%11.6%

5–0measures won
IWD first

25.6%

holdings shared

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

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

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

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