Compare · 3 funds side by side · dividends reinvested

ASMF, VYM and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

ASMF, VYM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Virtus AlphaSimplex Managed Futures ETFUnsorted0.80%0.20%+8.6%+12.1%[…][…]−6.3%11.9%$31M2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: ASMF 2024 · VYM 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Virtus AlphaSimplex Managed Futures ETF · $31M[…]

ASMF

VYM

Vanguard High Dividend Yield ETF · $78.9B$16,941

$10,000 five years ago, dividends reinvested

ASMFMeasureVYM

+8.6%Year to dateJan 1 → Nov 6+12.8%

+12.1%1 yearTotal return+16.5%

[…]3 years · per year$10,000 became […] · $17,107+19.6%

[…]5 years · per year$10,000 became […] · $16,941+11.1%

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

0.20%Trailing 12-mo yield$20 · $231 a year on $10k2.31%

−6.3%Worst dropSmaller is better−6.7%

11.9%VolatilityLower is calmer10.6%

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

1–5VYM wins

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

More Ways to See the Pairs

ASMF vs VYM: Top 5 Holdings

Today

ASMF

[…]in top 5

VYM

in top 518.2%

ASMFStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common[…]

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

ASMF vs VYM Returns, Every Period

VirtusASMF

+12.1%

past year

VYMVanguard

+16.5%

past year

ASMFVYMFaded: behind in that period

0–2VYM wins

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

Unsorted vs Income: ASMF vs SCHD

YTD

VirtusASMF

+8.6%

SCHDSchwab

+31.4%

+8.6%Year to date+31.4%

−6.3%Worst drop · 1Y−6.9%

11.9%Volatility · 1Y11.7%

0.2%Yield3.0%

$31.2MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: ASMF, VYM, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

ASMF0.80%$80

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

Yields: ASMF, VYM, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VYM2.31%$231

ASMF0.20%$20

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

ASMF$20 − $80 = −$60

KeptFee

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

Overlap: ASMF, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

ASMFVYMSCHD

ASMF—[…][…]

VYM[…]—21.9%

SCHD[…]21.9%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

ASMFWorst drop−6.3%11.9% vol

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

Paid More vs Made More

YTD

SCHDVYM

+31.4%Year to date+12.8%

3.0%Yield2.3%

+37.0%Past year+16.5%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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