Compare · 3 funds side by side · dividends reinvested

AFSC, SCHD and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

AFSC, SCHD and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$106B2.1

abrdn Focused U.S. Small Cap Active ETFUS Stock Styles · Small cap1.09%0.06%+19.5%+22.6%[…][…]−11.4%19.0%$11M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: AFSC 1997 · SCHD 2011 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

abrdn Focused U.S. Small Cap Active ETF · $11M[…]

AFSC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

AFSC

More Ways to See the Pairs

AFSC vs SCHD: Top 5 Holdings

Today

AFSC

15.5%in top 5

SCHD

in top 521.4%

AFSCStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: AFSC, SCHD, IJR

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IJR0.06%$6

AFSC1.09%$109

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

Yields: AFSC, SCHD, IJR

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

+19.5%Year to dateJan 1 → Nov 10+33.8%

+22.6%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

1.09%Expense ratio$109 · $6 a year on $10k · lower is better0.06%

0.06%Trailing 12-mo yield$6 · $294 a year on $10k2.94%

−11.4%Worst dropSmaller is better−6.9%

19.0%VolatilityLower is calmer11.8%

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

0–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.5%AHRnot top 5

3.1%MMSInot top 5

3.1%QTWOnot top 5

2.9%KWRnot top 5

2.8%SBCFnot top 5

Held in common0.1%

End-of-day Nov 10, 2026 · share of each fund

AFSC vs SCHD Returns, Every Period

1Y

AberdeenAFSC

+22.6%

past year

SCHDSchwab

+38.8%

past year

AFSCSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: AFSC vs SCHD

YTD

AberdeenAFSC

+19.5%

SCHDSchwab

+33.8%

+19.5%Year to date+33.8%

−11.4%Worst drop · 1Y−6.9%

19.0%Volatility · 1Y11.8%

0.1%Yield2.9%

$10.5MAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

IJR1.21%$121

AFSC0.06%$6

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

IJR$121 − $6 = $115

AFSC$6 − $109 = −$103

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: AFSC, SCHD, IJR

Today

5.7%most shared, AFSC and IJR

AFSCSCHDIJR

AFSC—0.1%5.7%

SCHD0.1%—1.2%

IJR5.7%1.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IJRWorst drop−9.7%16.3% vol

AFSCWorst drop−11.4%19.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDAFSC

+33.8%Year to date+19.5%

2.9%Yield0.1%

+38.8%Past year+22.6%

0.06%Fee1.09%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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AFSC, SCHD and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three