Compare · 2 funds side by side · dividends reinvested

SCHD and AFIF

SCHDSchwab×AFIFHorizon Funds×

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

SCHD and AFIF, 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%$120B1.4

Anfield Universal Fixed Income ETFBonds & Cash · Core aggregate0.85%4.19%+1.6%+2.4%+6.3%+3.7%−1.6%2.6%$691M1.6

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: SCHD 2011 · AFIF 2018

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

AFIF

Anfield Universal Fixed Income ETF · $691M$12,018

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCHDMeasureAFIF

+31.4%Year to dateJan 1 → Nov 6+1.6%

+37.0%1 yearTotal return+2.4%

+20.0%3 years · per year$10,000 became $17,266 · $12,003+6.3%

+10.2%5 years · per year$10,000 became $16,267 · $12,018+3.7%

0.06%Expense ratio$6 · $85 a year on $10k · lower is better0.85%

3.00%Trailing 12-mo yield$300 · $419 a year on $10k4.19%

−6.9%Worst dropSmaller is better−1.6%

11.7%VolatilityLower is calmer2.6%

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

5–3SCHD wins

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

More Ways to See the Pairs

SCHD vs AFIF: Top 5 Holdings

Today

SCHD

21.4%in top 5

AFIF

in top 54.3%

SCHDStockAFIF

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5LMBS2.1%

not top 5IGSB2.1%

Held in common0.0%

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

SCHD vs AFIF Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

AFIFHorizon Funds

+3.7%

5 years, per year

SCHDAFIFFaded: behind in that period

4–0SCHD wins

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

Income vs Bonds: SCHD vs AFIF

YTD

SchwabSCHD

+31.4%

AFIFHorizon Funds

+1.6%

+31.4%Year to date+1.6%

−6.9%Worst drop · 1Y−1.6%

11.7%Volatility · 1Y2.6%

3.0%Yield4.2%

$120BAssets$691M

3–1AFIF wins

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

Cost, Income and Risk

Fees: SCHD, AFIF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AFIF0.85%$85

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

Yields: SCHD, AFIF

4.19%highest, AFIF

FundTrailing yieldYield$10k

AFIF4.19%$419

SCHD3.00%$300

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

Income After Fees on $10,000

$334most kept, AFIF

AFIF$419 − $85 = $334

SCHD$300 − $6 = $294

KeptFee

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

Overlap: SCHD, AFIF

Today

0.0%most shared, SCHD and AFIF

SCHDAFIF

SCHD—0.0%

AFIF0.0%—

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

AFIFWorst drop−1.6%2.6% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

AFIFSCHD

+1.6%Year to date+31.4%

4.2%Yield3.0%

+2.4%Past year+37.0%

0.85%Fee0.06%

3–1SCHD 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