Compare · 4 funds side by side · dividends reinvested

AFSC, SCHD, VO and IWF

AFSCAberdeen×SCHDSchwab×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

AFSC, SCHD, VO and IWF, 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%$120B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.4

abrdn Focused U.S. Small Cap Active ETFUS Stock Styles · Small cap1.09%0.06%+19.7%+24.6%[…][…]−11.4%19.0%$9M3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.1

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: AFSC 1997 · SCHD 2011 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

abrdn Focused U.S. Small Cap Active ETF · $9M[…]

AFSC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

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

AFSCMeasureSCHD

+19.7%Year to dateJan 1 → Nov 9+33.2%

+24.6%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

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

0.06%Trailing 12-mo yield$6 · $296 a year on $10k2.96%

−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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFSC vs SCHD: Top 5 Holdings

Today

AFSC

15.6%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%

3.5%AHRnot top 5

3.2%QTWOnot top 5

3.2%MMSInot top 5

2.9%KWRnot top 5

2.8%SBCFnot top 5

Held in common0.1%

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

AFSC vs SCHD Returns, Every Period

AberdeenAFSC

+24.6%

past year

SCHDSchwab

+39.1%

past year

AFSCSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: AFSC vs SCHD

YTD

AberdeenAFSC

+19.7%

SCHDSchwab

+33.2%

+19.7%Year to date+33.2%

−11.4%Worst drop · 1Y−6.9%

19.0%Volatility · 1Y11.8%

0.1%Yield3.0%

$9.3MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: AFSC, SCHD, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

IWF0.18%$18

AFSC1.09%$109

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

Yields: AFSC, SCHD, VO, IWF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VO1.35%$135

IWF0.38%$38

AFSC0.06%$6

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VO$135 − $3 = $132

IWF$38 − $18 = $20

AFSC$6 − $109 = −$103

KeptFee

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

Overlap: AFSC, SCHD, VO, IWF

Today

9.2%most shared, VO and IWF

AFSCSCHDVOIWF

AFSC—0.1%0.0%0.0%

SCHD0.1%—6.9%3.6%

VO0.0%6.9%—9.2%

IWF0.0%3.6%9.2%—

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

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.1% vol

AFSCWorst drop−11.4%19.0% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

SCHDAFSC

+33.2%Year to date+19.7%

3.0%Yield0.1%

+39.1%Past year+24.6%

0.06%Fee1.09%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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