AFDM vs FNDF

AAFDM

BFNDF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,791FNDF · AFDM $14,942

Lowest cost0.25%FNDF · $25 on $10k

Most income3.51%AFDM · $351 on $10k

Smallest drop−10.2%AFDM · worst fall in 1Y

Held in common22.9%AFDM and FNDF

AFDM

FNDF

First Trust Active Factor International ETF · $148MSchwab Fundamental International Large Company Index ETF · $25.8B

+22.6%3 years · per year$18,411 · $19,645+25.2%

+8.4%5 years · per year$14,942 · $18,791+13.4%

0.80%Expense ratio$80 · $25 on $10k · lower wins0.25%

3.51%12-mo yield$351 · $305 on $10k3.05%

−10.2%Worst dropSmaller wins−10.6%

14.8%VolatilityLower wins16.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAFDM · FNDF

1.3%SHEL.L3.0%

1.0%TTE.PA1.9%

0.8%BHP.AX1.0%

1.3%NOVN.SW0.7%

Held in common22.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	3.05%	−0.6%	+19.3%	+26.1%	+25.2%	+13.4%	−10.6%	$25.8B
2	AAFDM	First Trust Active Factor International ETFRead Desk		0.80%	3.51%	−0.5%	+12.3%	+18.2%	+22.6%	+8.4%	−10.2%	$148M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	3.05%	−0.6%	+19.3%	+26.1%	+25.2%	+13.4%	−10.6%	$25.8B
2	AAFDM	First Trust Active Factor International ETFRead Desk		0.80%	3.51%	−0.5%	+12.3%	+18.2%	+22.6%	+8.4%	−10.2%	$148M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFDM vs FNDF

AFDM

First Trust Active Factor International

$14,943

FNDF

Schwab Fundamental International Large Company Index

$18,791

MeasureAFDMFNDF

Fee0.80%0.25%

Cost on $10k a year$80$25

Yield3.51%3.05%

5 years, per year+8.4%+13.4%

3 years, per year+22.6%+25.2%

Worst drop · 1Y−10.2%−10.6%

Volatility · 1Y14.8%16.2%

3–3measures won
level

22.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: AFDM, FNDF

Today

22.9%most shared, AFDM and FNDF

AFDMFNDF

AFDM—22.9%

FNDF22.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$280most kept, FNDF

FNDF$305 − $25 = $280

AFDM$351 − $80 = $271

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee