TGLR vs VUS

TGLRDWedbush Laffer Tengler New Era Value ETF

VUSBVirtus U.S. Dividend ETF

In short

TGLR Named for Nancy Tengler's 2003 book, TGLR runs her Relative Dividend Yield playbook: 25 to 35 US large caps bought when their own yield history flags them as cheap, held with low turnover, for 0.85%.

VUS An AI-assisted dividend fund at a passive-fund price. A quant model reads sentiment and valuation, humans make the final call, and it charges 0.25%, less than half the typical active US dividend ETF.

Stated mandate

TGLR The Fund seeks income and long-term capital appreciation.

VUS The Fund seeks current income and, secondarily, long-term capital appreciation.

Why people hold it

• TGLR Relative Dividend Yield and Relative Price-to-Sales flag the entry point; a 12-factor fundamental check, half qualitative, then weeds out stocks that are cheap for a reason.sec.gov
• A 25 to 35 stock portfolio, so individual picks actually move the needle, paired with a stated aim of above-market dividend yield and low turnover.sec.gov
• Portfolio manager Nancy Tengler, CEO and CIO of Laffer Tengler Investments, kept the reins when the fund reorganized into the Wedbush Series Trust in April 2026.sec.gov

• VUS 0.25% a year, under half the 0.55% median for active US dividend ETFs and cheaper than every top-graded name in the cohort (CGDV, HIDV, MBOX, BGIG, TDVG).
• The engine: a proprietary alpha model using AI-powered language processing for sentiment plus valuation factors. Virtus portfolio managers make the final trading calls.sec.gov
• About 90 US-listed dividend payers, with at least 80% of net assets in them. Focused enough for picks to register, wide enough to spread single-name risk.sec.gov

Worth knowing

• TGLR At 0.85% it costs more than the typical fund in its dividend-income category, and more than peers like VUS at 0.25% and CGDV at 0.33%.
• A small, thinly traded fund, which tends to mean wider bid-ask spreads than on the category's giants.
• Income has arrived on an irregular schedule rather than a fixed monthly or quarterly cadence.

• VUS Launched December 2025 with a small asset base and light volume, so spreads can run wider than the cohort's household names and live history on the model is short.
• The prospectus lets the fund put more than 15% of assets in a single sector, so the portfolio can lean hard into a few corners of the market.sec.gov
• Income arrives annually or semiannually rather than monthly, so the cash shows up in lumps.

Full TGLR profile⁠

Full VUS profile⁠