Compare · 3 funds side by side · dividends reinvested

AFOS, SCHD and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,742VYM · best of the three

02 / 04

AFOS, SCHD and VYM, 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%$123B1.6

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.6

ARS Focused Opportunity Strategy ETFUnsorted0.46%0.24%+22.5%+27.8%[…][…]−11.8%23.9%$286M2.7

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: AFOS 2025 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

ARS Focused Opportunity Strategy ETF · $286M[…]

AFOS

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

AFOSMeasureSCHD

+22.5%Year to dateJan 1 → Nov 4+35.3%

+27.8%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.46%Expense ratio$46 · $6 a year on $10k · lower is better0.06%

0.24%Trailing 12-mo yield$24 · $291 a year on $10k2.91%

−11.8%Worst dropSmaller is better−6.9%

23.9%VolatilityLower is calmer11.5%

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

0–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFOS vs SCHD: Top 5 Holdings

Today

AFOS

21.5%in top 5

SCHD

in top 521.7%

AFOSStockSCHD

not top 5TXN4.7%

4.6%NEMnot top 5

not top 5PG4.4%

4.3%NVDAnot top 5

4.3%MPCnot top 5

not top 5HD4.3%

4.3%MSFTnot top 5

not top 5KO4.2%

not top 5AMGN4.2%

4.0%GOOGLnot top 5

Held in common4.0%

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

AFOS vs SCHD Returns, Every Period

ARSAFOS

+27.8%

past year

SCHDSchwab

+41.6%

past year

AFOSSCHDFaded: behind in that period

0–2SCHD wins

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

Unsorted vs Income: AFOS vs SCHD

YTD

ARSAFOS

+22.5%

SCHDSchwab

+35.3%

+22.5%Year to date+35.3%

−11.8%Worst drop · 1Y−6.9%

23.9%Volatility · 1Y11.5%

0.2%Yield2.9%

$286MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: AFOS, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

AFOS0.46%$46

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

Yields: AFOS, SCHD, VYM

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VYM2.22%$222

AFOS0.24%$24

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VYM$222 − $4 = $218

AFOS$24 − $46 = −$22

KeptFee

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

Overlap: AFOS, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

AFOSSCHDVYM

AFOS—4.0%2.9%

SCHD4.0%—21.9%

VYM2.9%21.9%—

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

VYMWorst drop−6.7%10.1% vol

SCHDWorst drop−6.9%11.5% vol

AFOSWorst drop−11.8%23.9% vol

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

Paid More vs Made More

YTD

SCHDAFOS

+35.3%Year to date+22.5%

2.9%Yield0.2%

+41.6%Past year+27.8%

0.06%Fee0.46%

4–0SCHD 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%

$123BAssets$109B

2–0SCHD wins

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026