Compare · 2 funds side by side · dividends reinvested

AFMC and SCHD

AFMCFirst Trust×SCHDSchwab×

Versus in desk

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

02 / 04

AFMC and SCHD, 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%$120B1.1

First Trust Active Factor Mid Cap ETFUS Stock Styles · Mid cap0.68%0.72%+14.1%+16.7%+20.8%+9.6%−8.2%14.8%$255M1.9

Rank among the two1st → 2ndFee, 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: AFMC 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor Mid Cap ETF · $255M$15,849

AFMC

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

AFMCMeasureSCHD

+14.1%Year to dateJan 1 → Nov 6+31.4%

+16.7%1 yearTotal return+37.0%

+20.8%3 years · per year$10,000 became $17,638 · $17,266+20.0%

+9.6%5 years · per year$10,000 became $15,849 · $16,267+10.2%

0.68%Expense ratio$68 · $6 a year on $10k · lower is better0.06%

0.72%Trailing 12-mo yield$72 · $300 a year on $10k3.00%

−8.2%Worst dropSmaller is better−6.9%

14.8%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFMC vs SCHD: Top 5 Holdings

Today

AFMC

6.8%in top 5

SCHD

in top 521.4%

AFMCStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.8%RSnot top 5

1.3%EXELnot top 5

1.3%DINOnot top 5

1.2%RNRnot top 5

1.2%CASYnot top 5

Held in common2.5%

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

AFMC vs SCHD Returns, Every Period

First TrustAFMC

+9.6%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

AFMCSCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: AFMC vs SCHD

YTD

First TrustAFMC

+14.1%

SCHDSchwab

+31.4%

+14.1%Year to date+31.4%

−8.2%Worst drop · 1Y−6.9%

14.8%Volatility · 1Y11.7%

0.7%Yield3.0%

$255MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: AFMC, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AFMC0.68%$68

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

Yields: AFMC, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

AFMC0.72%$72

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

AFMC$72 − $68 = $4

KeptFee

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

Overlap: AFMC, SCHD

Today

2.5%most shared, AFMC and SCHD

AFMCSCHD

AFMC—2.5%

SCHD2.5%—

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

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

AFMCWorst drop−8.2%14.8% vol

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

Paid More vs Made More

YTD

SCHDAFMC

+31.4%Year to date+14.1%

3.0%Yield0.7%

+37.0%Past year+16.7%

0.06%Fee0.68%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026