Compare · 3 funds side by side · dividends reinvested

AFDM, SCHD and VEA

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

AFDM, SCHD and VEA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.42%+15.3%+22.6%+23.6%+8.7%−10.2%15.0%$148M2.0

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.41%+14.4%+18.9%+22.5%+9.7%−11.6%17.8%$232B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AFDM 2016 · SCHD 2011 · VEA 2007

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor International ETF · $148M$15,184

AFDM

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

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

AFDMMeasureSCHD

+15.3%Year to dateJan 1 → Nov 4+35.3%

+22.6%1 yearTotal return+41.6%

+23.6%3 years · per year$10,000 became $18,879 · $17,908+21.4%

+8.7%5 years · per year$10,000 became $15,183 · $16,881+11.0%

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

3.42%Trailing 12-mo yield$342 · $291 a year on $10k2.91%

−10.2%Worst dropSmaller is better−6.9%

15.0%VolatilityLower is calmer11.5%

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

2–6SCHD wins

End-of-day Nov 4, 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 4, 2026 · share of each fund

AFDM vs SCHD Returns, Every Period

First TrustAFDM

+8.7%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

AFDMSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: AFDM vs SCHD

YTD

First TrustAFDM

+15.3%

SCHDSchwab

+35.3%

+15.3%Year to date+35.3%

−10.2%Worst drop · 1Y−6.9%

15.0%Volatility · 1Y11.5%

3.4%Yield2.9%

$148MAssets$121B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFDM, SCHD, VEA

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

SCHD0.06%$6

AFDM0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AFDM, SCHD, VEA

3.42%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.42%$342

SCHD2.91%$291

VEA2.41%$241

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

AFDM$342 − $80 = $262

VEA$241 − $3 = $238

KeptFee

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

Overlap: AFDM, SCHD, VEA

Today

19.4%most shared, AFDM and VEA

AFDMSCHDVEA

AFDM—0.0%19.4%

SCHD0.0%—0.0%

VEA19.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

AFDMWorst drop−10.2%15.0% vol

VEAWorst drop−11.6%17.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AFDMSCHD

+15.3%Year to date+35.3%

3.4%Yield2.9%

+22.6%Past year+41.6%

0.80%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$189B

1–1level

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026