TGLR vs SCHD

ATGLR

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common6.4%TGLR and SCHD

TGLR

SCHD

Wedbush Laffer Tengler New Era Value ETF · $34MSchwab U.S. Dividend Equity ETF · $122B

+20.6%3 years · per year$17,519 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.85%Expense ratio$85 · $6 on $10k · lower wins0.06%

0.97%12-mo yield$97 · $296 on $10k2.96%

−10.1%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.8%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTGLR · SCHD

3.2%CVX4.0%

3.1%HD4.3%

Held in common6.4%

End-of-day Nov 9, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ATGLR	Wedbush Laffer Tengler New Era Value ETFRead Desk	0.85%	0.97%	+2.8%	+8.1%	+10.4%	+20.6%	new	−10.1%	$34M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ATGLR	Wedbush Laffer Tengler New Era Value ETFRead Desk	0.85%	0.97%	+2.8%	+8.1%	+10.4%	+20.6%	new	−10.1%	$34M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TGLR vs SCHD

TGLR

Wedbush Laffer Tengler New Era Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureTGLRSCHD

Fee0.85%0.06%

Cost on $10k a year$85$6

Yield0.97%2.96%

5 years, per year[…]+10.5%

3 years, per year+20.6%+19.6%

Worst drop · 1Y−10.1%−6.9%

Volatility · 1Y14.3%11.8%

4–1measures won
SCHD first

6.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TGLR, SCHD, VIG

Today

31.6%most shared, TGLR and VIG

TGLRSCHDVIG

TGLR—6.4%31.6%

SCHD6.4%—14.5%

VIG31.6%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

TGLR$97 − $85 = $12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee