TGLR vs VLUE

ATGLR

BVLUE

Measures won2–3VLUE wins · of 6 · 5Y

$10,000 · 5Y$21,521VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income1.60%VLUE · $160 on $10k

Smallest drop−8.6%TGLR · worst fall in 1Y

Held in common5.6%TGLR and VLUE

TGLR

VLUE

Wedbush Laffer Tengler New Era Value ETF · $35MiShares MSCI USA Value Factor ETF · $9.4B

+22.8%3 years · per year$18,529 · $23,930+33.8%

[…]5 years · per year[…] · $21,521+16.6%

0.85%Expense ratio$85 · $15 on $10k · lower wins0.15%

0.95%12-mo yield$95 · $160 on $10k1.60%

−8.6%Worst dropSmaller wins−9.0%

13.4%VolatilityLower wins20.6%

2–3VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsTGLR · VLUE

3.6%CSCO4.1%

2.0%MU19.7%

Held in common5.6%

End-of-day Nov 4, 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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
2	ATGLR	Wedbush Laffer Tengler New Era Value ETFRead Desk		0.85%	0.95%	+1.4%	+10.1%	+11.7%	+22.8%	new	−8.6%	$35M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
2	ATGLR	Wedbush Laffer Tengler New Era Value ETFRead Desk		0.85%	0.95%	+1.4%	+10.1%	+11.7%	+22.8%	new	−8.6%	$35M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TGLR vs VLUE

TGLR

Wedbush Laffer Tengler New Era Value

[…]

VLUE

iShares MSCI USA Value Factor

$21,521

MeasureTGLRVLUE

Fee0.85%0.15%

Cost on $10k a year$85$15

Yield0.95%1.60%

5 years, per year[…]+16.6%

3 years, per year+22.8%+33.8%

Worst drop · 1Y−8.6%−9.0%

Volatility · 1Y13.4%20.6%

3–2measures won
VLUE first

5.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TGLR, VLUE

Today

5.6%most shared, TGLR and VLUE

TGLRVLUE

TGLR—5.6%

VLUE5.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VLUE

VLUE$160 − $15 = $145

TGLR$95 − $85 = $10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee