Compare · 4 funds side by side · dividends reinvested

AFDM, SCHD, VIG and VXUS

AFDMFirst Trust×SCHDSchwab×VIGVanguard×VXUSVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

AFDM, SCHD, VIG and VXUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.47%+13.5%+19.2%+21.3%+8.3%−10.2%15.5%$145M2.5

Vanguard Total International Stock ETFInternational · Ex-US broad0.05%2.39%+11.1%+15.3%+19.5%+8.1%−11.3%17.9%$163B3.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: AFDM 2016 · SCHD 2011 · VIG 2006 · VXUS 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor International ETF · $145M$14,875

AFDM

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

AFDMMeasureSCHD

+13.5%Year to dateJan 1 → Nov 9+33.2%

+19.2%1 yearTotal return+39.1%

+21.3%3 years · per year$10,000 became $17,863 · $17,123+19.6%

+8.3%5 years · per year$10,000 became $14,875 · $16,459+10.5%

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

3.47%Trailing 12-mo yield$347 · $296 a year on $10k2.96%

−10.2%Worst dropSmaller is better−6.9%

15.5%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 9, 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

8.2%in top 5

SCHD

in top 521.4%

AFDMStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.8%6098.Tnot top 5

1.8%ASML.ASnot top 5

1.6%BARC.Lnot top 5

1.5%BNP.PAnot top 5

1.5%6857.Tnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

AFDM vs SCHD Returns, Every Period

First TrustAFDM

+8.3%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

AFDMSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

International vs Income: AFDM vs SCHD

YTD

First TrustAFDM

+13.5%

SCHDSchwab

+33.2%

+13.5%Year to date+33.2%

−10.2%Worst drop · 1Y−6.9%

15.5%Volatility · 1Y11.8%

3.5%Yield3.0%

$145MAssets$122B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFDM, SCHD, VIG, VXUS

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VXUS0.05%$5

SCHD0.06%$6

AFDM0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AFDM, SCHD, VIG, VXUS

3.47%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.47%$347

SCHD2.96%$296

VXUS2.39%$239

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

AFDM$347 − $80 = $267

VXUS$239 − $5 = $234

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AFDM, SCHD, VIG, VXUS

Today

14.6%most shared, AFDM and VXUS

AFDMSCHDVIGVXUS

AFDM—0.0%0.0%14.6%

SCHD0.0%—14.5%0.0%

VIG0.0%14.5%—0.0%

VXUS14.6%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

AFDMWorst drop−10.2%15.5% vol

VXUSWorst drop−11.3%17.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AFDMSCHD

+13.5%Year to date+33.2%

3.5%Yield3.0%

+19.2%Past year+39.1%

0.80%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$58.0B

2–0IXUS wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026