AFDM vs FNDF

AAFDM

BFNDF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,637FNDF · VT $15,649

Lowest cost0.06%VT · $6 on $10k

Most income3.55%AFDM · $355 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common22.9%AFDM and FNDF

AFDM

FNDF

First Trust Active Factor International ETF · $151MSchwab Fundamental International Large Company Index ETF · $26.0B

+20.7%3 years · per year$17,568 · $18,863+23.6%

+7.8%5 years · per year$14,561 · $18,637+13.3%

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

3.55%12-mo yield$355 · $310 on $10k3.10%

−10.2%Worst dropSmaller wins−10.6%

15.3%VolatilityLower wins16.6%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAFDM · FNDF

1.2%SHEL.L2.9%

0.9%TTE.PA1.8%

0.8%BHP.AX1.1%

1.3%NOVN.SW0.7%

Held in common22.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk	0.25%	3.10%	−0.9%	+17.4%	+24.6%	+23.6%	+13.3%	−10.6%	$26.0B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.55%	−1.1%	+10.9%	+16.9%	+20.7%	+7.8%	−10.2%	$151M
4	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$139.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk	0.25%	3.10%	−0.9%	+17.4%	+24.6%	+23.6%	+13.3%	−10.6%	$26.0B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.55%	−1.1%	+10.9%	+16.9%	+20.7%	+7.8%	−10.2%	$151M
4	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$139.4B

End-of-day Nov 6, 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

$14,561

FNDF

Schwab Fundamental International Large Company Index

$18,636

MeasureAFDMFNDF

Fee0.80%0.25%

Cost on $10k a year$80$25

Yield3.55%3.10%

5 years, per year+7.8%+13.3%

3 years, per year+20.7%+23.6%

Worst drop · 1Y−10.2%−10.6%

Volatility · 1Y15.3%16.6%

3–3measures won
level

22.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$139B

2–0IEMG wins

End-of-day Nov 6, 2026

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

Overlap: AFDM, FNDF, IEMG, VT

Today

22.9%most shared, AFDM and FNDF

AFDMFNDFIEMGVT

AFDM—22.9%0.0%5.9%

FNDF22.9%—5.9%19.9%

IEMG0.0%5.9%—8.5%

VT5.9%19.9%8.5%—

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

Income After Fees on $10,000

$285most kept, FNDF

FNDF$310 − $25 = $285

AFDM$355 − $80 = $275

IEMG$249 − $9 = $240

VT$159 − $6 = $153

KeptFee

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