Compare · 3 funds side by side · dividends reinvested

AFDM, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,495VIG · best of the three

02 / 04

AFDM, SCHD and VIG, 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%$121B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.0

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.51%+12.3%+18.2%+22.6%+8.4%−10.2%14.8%$148M2.4

Rank among the three1st → 3rdFee, 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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

AFDM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

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

AFDMMeasureVIG

+12.3%Year to dateJan 1 → Nov 3+14.0%

+18.2%1 yearTotal return+15.9%

+22.6%3 years · per year$10,000 became $18,411 · $17,369+20.2%

+8.4%5 years · per year$10,000 became $14,942 · $16,495+10.5%

0.80%Expense ratio$80 · $4 a year on $10k · lower is better0.04%

3.51%Trailing 12-mo yield$351 · $147 a year on $10k1.47%

−10.2%Worst dropSmaller is better−7.9%

14.8%VolatilityLower is calmer10.0%

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

3–5VIG 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 VIG: Top 5 Holdings

Today

AFDM

8.7%in top 5

VIG

in top 522.1%

AFDMStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.0%6098.Tnot top 5

1.9%ASML.ASnot top 5

1.8%6857.Tnot top 5

1.6%BARC.Lnot top 5

1.4%BNP.PAnot top 5

Held in common0.0%

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

AFDM vs VIG Returns, Every Period

First TrustAFDM

+8.4%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

AFDMVIGFaded: behind in that period

2–2Level

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, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

AFDM0.80%$80

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

Yields: AFDM, SCHD, VIG

3.51%highest, AFDM

FundTrailing yieldYield$10k

AFDM3.51%$351

SCHD2.97%$297

VIG1.47%$147

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

VIG$147 − $4 = $143

KeptFee

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

Overlap: AFDM, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

AFDMSCHDVIG

AFDM—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%14.5%—

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

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

VIGWorst drop−7.9%10.0% vol

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 Three

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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