Compare · 4 funds side by side · dividends reinvested

AFDM, SCHD, VIG and VEA

AFDMFirst Trust×SCHDSchwab×VIGVanguard×VEAVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

AFDM, SCHD, VIG and VEA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.55%+10.9%+16.9%+20.7%+7.8%−10.2%15.3%$151M2.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.6

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.51%+9.7%+14.8%+20.3%+8.7%−11.6%18.1%$232B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AFDM 2016 · SCHD 2011 · VIG 2006 · VEA 2007

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor International ETF · $151M$14,561

AFDM

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

AFDMMeasureSCHD

+10.9%Year to dateJan 1 → Nov 6+31.4%

+16.9%1 yearTotal return+37.0%

+20.7%3 years · per year$10,000 became $17,568 · $17,266+20.0%

+7.8%5 years · per year$10,000 became $14,561 · $16,267+10.2%

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

3.55%Trailing 12-mo yield$355 · $300 a year on $10k3.00%

−10.2%Worst dropSmaller is better−6.9%

15.3%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 6, 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

8.1%in top 5

SCHD

in top 521.4%

AFDMStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.9%6098.Tnot top 5

1.7%ASML.ASnot top 5

1.6%BARC.Lnot top 5

1.5%BNP.PAnot top 5

1.4%UNI.MInot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

AFDM vs SCHD Returns, Every Period

First TrustAFDM

+7.8%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

AFDMSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Income: AFDM vs SCHD

YTD

First TrustAFDM

+10.9%

SCHDSchwab

+31.4%

+10.9%Year to date+31.4%

−10.2%Worst drop · 1Y−6.9%

15.3%Volatility · 1Y11.7%

3.6%Yield3.0%

$151MAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFDM, SCHD, VIG, VEA

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

VIG0.04%$4

SCHD0.06%$6

AFDM0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AFDM, SCHD, VIG, VEA

3.55%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.55%$355

SCHD3.00%$300

VEA2.51%$251

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

AFDM$355 − $80 = $275

VEA$251 − $3 = $248

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AFDM, SCHD, VIG, VEA

Today

19.2%most shared, AFDM and VEA

AFDMSCHDVIGVEA

AFDM—0.0%0.0%19.2%

SCHD0.0%—14.5%0.0%

VIG0.0%14.5%—0.0%

VEA19.2%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

AFDMWorst drop−10.2%15.3% vol

VEAWorst drop−11.6%18.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AFDMSCHD

+10.9%Year to date+31.4%

3.6%Yield3.0%

+16.9%Past year+37.0%

0.80%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026