TGLR vs IWF

ATGLR

BIWF

Measures won4–1TGLR wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF

Lowest cost0.18%IWF · $18 on $10k

Most income1.00%TGLR · $100 on $10k

Smallest drop−10.0%TGLR · worst fall in 1Y

Held in common27.3%TGLR and IWF

TGLR

IWF

Wedbush Laffer Tengler New Era Value ETF · $35MiShares Russell 1000 Growth ETF · $121B

+20.6%3 years · per year$17,562 · $17,073+19.5%

[…]5 years · per year[…] · $15,330+8.9%

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

1.00%12-mo yield$100 · $39 on $10k0.39%

−10.0%Worst dropSmaller wins−14.6%

14.1%VolatilityLower wins19.3%

4–1TGLR wins

$10,000 · 5 yearsOne scale

Shared top holdingsTGLR · IWF

5.4%MSFT6.4%

3.8%AVGO4.7%

3.5%NVDA14.6%

3.4%AAPL8.5%

Held in common27.3%

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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	ATGLR	Wedbush Laffer Tengler New Era Value ETFRead Desk		0.85%	1.00%	−4.4%	+5.3%	+7.5%	+20.6%	new	−10.0%	$35M

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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	ATGLR	Wedbush Laffer Tengler New Era Value ETFRead Desk		0.85%	1.00%	−4.4%	+5.3%	+7.5%	+20.6%	new	−10.0%	$35M

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 IWF

TGLR

Wedbush Laffer Tengler New Era Value

[…]

IWF

iShares Russell 1000 Growth

$15,330

MeasureTGLRIWF

Fee0.85%0.18%

Cost on $10k a year$85$18

Yield1.00%0.39%

5 years, per year[…]+8.9%

3 years, per year+20.6%+19.5%

Worst drop · 1Y−10.0%−14.6%

Volatility · 1Y14.1%19.3%

4–1measures won
TGLR first

27.3%

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TGLR, IWF

Today

27.3%most shared, TGLR and IWF

TGLRIWF

TGLR—27.3%

IWF27.3%—

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

TGLR$100 − $85 = $15

KeptFee

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