AFDM vs FNDF

AAFDM

BFNDF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,326FNDF · IEFA $15,228

Lowest cost0.07%IEFA · $7 on $10k

Most income3.42%AFDM · $342 on $10k

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

Held in common22.8%AFDM and FNDF

AFDM

FNDF

First Trust Active Factor International ETF · $147MSchwab Fundamental International Large Company Index ETF · $25.9B

+23.6%3 years · per year$18,879 · $19,830+25.6%

+8.7%5 years · per year$15,183 · $19,326+14.1%

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

3.42%12-mo yield$342 · $299 on $10k2.99%

−10.2%Worst dropSmaller wins−10.6%

15.0%VolatilityLower wins16.4%

3–3Level

$10,000 · 5 yearsAll three, one 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 common22.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk	0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.9B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.34%	+2.5%	+11.9%	+15.8%	+20.6%	+8.8%	−11.5%	$193.1B
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.42%	+2.6%	+15.3%	+22.6%	+23.6%	+8.7%	−10.2%	$147M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk	0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.9B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.34%	+2.5%	+11.9%	+15.8%	+20.6%	+8.8%	−11.5%	$193.1B
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.42%	+2.6%	+15.3%	+22.6%	+23.6%	+8.7%	−10.2%	$147M

End-of-day Nov 4, 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

$15,183

FNDF

Schwab Fundamental International Large Company Index

$19,326

MeasureAFDMFNDF

Fee0.80%0.25%

Cost on $10k a year$80$25

Yield3.42%2.99%

5 years, per year+8.7%+14.1%

3 years, per year+23.6%+25.6%

Worst drop · 1Y−10.2%−10.6%

Volatility · 1Y15.0%16.4%

3–3measures won
level

22.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: AFDM, FNDF, IEFA

Today

57.5%most shared, FNDF and IEFA

AFDMFNDFIEFA

AFDM—22.8%23.1%

FNDF22.8%—57.5%

IEFA23.1%57.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$327most kept, IEFA

IEFA$334 − $7 = $327

FNDF$299 − $25 = $274

AFDM$342 − $80 = $262

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee