Compare · 2 funds side by side · dividends reinvested

AFDM and SCHD

AFDMFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

AFDM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.3

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.51%+12.3%+18.2%+22.6%+8.4%−10.2%14.8%$148M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: AFDM 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor International ETF · $148M$14,942

AFDM

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AFDMMeasureSCHD

+12.3%Year to dateJan 1 → Nov 3+32.8%

+18.2%1 yearTotal return+37.6%

+22.6%3 years · per year$10,000 became $18,411 · $17,784+21.2%

+8.4%5 years · per year$10,000 became $14,942 · $16,352+10.3%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

3.51%Trailing 12-mo yield$351 · $297 a year on $10k2.97%

−10.2%Worst dropSmaller is better−6.9%

14.8%VolatilityLower is calmer11.4%

AFDMSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SCHD wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFDM vs SCHD: Top 5 Holdings

Today

AFDM

8.7%in top 5

SCHD

in top 521.6%

AFDMStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

1.9%ASML.ASnot top 5

1.9%6098.Tnot top 5

1.9%6857.Tnot top 5

1.6%BARC.Lnot top 5

1.5%BNP.PAnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

AFDM vs SCHD Returns, Every Period

First TrustAFDM

+8.4%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

AFDMSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

International vs Income: AFDM vs SCHD

YTD

First TrustAFDM

+12.3%

SCHDSchwab

+32.8%

+12.3%Year to date+32.8%

−10.2%Worst drop · 1Y−6.9%

14.8%Volatility · 1Y11.4%

3.5%Yield3.0%

$148MAssets$121B

3–1SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFDM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AFDM0.80%$80

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AFDM, SCHD

3.51%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.51%$351

SCHD2.97%$297

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

AFDM$351 − $80 = $271

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AFDM, SCHD

Today

0.0%most shared, AFDM and SCHD

AFDMSCHD

AFDM—0.0%

SCHD0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

AFDMWorst drop−10.2%14.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

AFDMSCHD

+12.3%Year to date+32.8%

3.5%Yield3.0%

+18.2%Past year+37.6%

0.80%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026