Compare · 3 funds side by side · dividends reinvested

SDVD, AFSM and SCHD

SDVDFirst Trust×AFSMFirst Trust×SCHDSchwab×

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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 incomeSDVD · 8.97% · $897 a year on $10k

Story of the three · RiskSmallest drop

SDVD, AFSM and SCHD, 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%$122B1.1

First Trust Active Factor Small Cap ETFUS Stock Styles · Small cap0.75%0.52%+19.4%+22.6%+18.6%+8.0%−9.6%18.1%$129M2.4

FT Vest SMID Rising Dividend Achievers Target Income ETFIncome · Premium income0.85%8.97%+14.0%+16.2%+16.6%[…]−8.9%14.5%$892M2.4

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: SDVD 2023 · AFSM 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest SMID Rising Dividend Achievers Target Income ETF · $892M[…]

SDVD

AFSM

First Trust Active Factor Small Cap ETF · $129M$14,699

$10,000 five years ago, dividends reinvested · they hold 6.4% in common

SDVD

More Ways to See the Pairs

SDVD vs AFSM: Top 5 Holdings

Today

SDVD

5.5%in top 5

AFSM

in top 54.5%

SDVDStockAFSM

1.2%IPARnot top 5

1.1%AIZnot top 5

1.1%WSMnot top 5

1.1%THGnot top 5

1.1%RGAnot top 5

Cost, Income and Risk

Fees: SDVD, AFSM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AFSM0.75%$75

SDVD0.85%$85

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

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%

$122BAssets$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

AFSM

+14.0%Year to dateJan 1 → Nov 10+19.4%

+16.2%1 yearTotal return+22.6%

+16.6%3 years · per year$10,000 became $15,868 · $16,681+18.6%

[…]5 years · per year$10,000 became […] · $14,699+8.0%

0.85%Expense ratio$85 · $75 a year on $10k · lower is better0.75%

8.97%Trailing 12-mo yield$897 · $52 a year on $10k0.52%

−8.9%Worst dropSmaller is better−9.6%

14.5%VolatilityLower is calmer18.1%

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

3–4AFSM wins

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

not top 5KNSA1.0%

not top 5NHC0.9%

not top 5ANF0.9%

not top 5PARR0.9%

not top 5ETON0.9%

Held in common6.4%

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

SDVD vs AFSM Returns, Every Period

1Y

First TrustSDVD

+16.2%

past year

AFSMFirst Trust

+22.6%

past year

SDVDAFSMFaded: behind in that period

0–3AFSM wins

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

SDVD vs SCHD

YTD

First TrustSDVD

+14.0%

SCHDSchwab

+33.8%

+14.0%Year to date+33.8%

−8.9%Worst drop · 1Y−6.9%

14.5%Volatility · 1Y11.8%

9.0%Yield2.9%

$892MAssets$122B

3–1SCHD wins

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

Yields: SDVD, AFSM, SCHD

1Y

8.97%highest, SDVD

FundTrailing yieldYield$10k

SDVD8.97%$897

SCHD2.94%$294

AFSM0.52%$52

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

Income After Fees on $10,000

1Y

$812most kept, SDVD

SDVD$897 − $85 = $812

SCHD$294 − $6 = $288

AFSM$52 − $75 = −$23

KeptFee

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

Overlap: SDVD, AFSM, SCHD

Today

6.4%most shared, SDVD and AFSM

SDVDAFSMSCHD

SDVD—6.4%4.5%

AFSM6.4%—0.6%

SCHD4.5%0.6%—

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

SDVDWorst drop−8.9%14.5% vol

AFSMWorst drop−9.6%18.1% vol

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

Paid More vs Made More

YTD

SDVDSCHD

+14.0%Year to date+33.8%

9.0%Yield2.9%

+16.2%Past year+38.8%

0.85%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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SDVD, AFSM and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: SDVD, AFSM, SCHD