AFDM vs FNDF

AAFDM

BFNDF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,326FNDF · VT $15,576

Lowest cost0.05%VXUS · $5 on $10k

Most income3.52%AFDM · $352 on $10k

Smallest drop−9.7%VT · 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

+22.0%3 years · per year$18,162 · $19,830+25.6%

+8.2%5 years · per year$14,856 · $19,326+14.1%

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

3.52%12-mo yield$352 · $299 on $10k2.99%

−10.2%Worst dropSmaller wins−10.6%

15.3%VolatilityLower wins16.4%

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.AX1.0%

1.3%NOVN.SW0.7%

Held in common22.8%

End-of-day Nov 5, 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%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.9B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.52%	−2.8%	+12.1%	+18.3%	+22.0%	+8.2%	−10.2%	$147M
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B

End-of-day Nov 5, 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%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.9B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.52%	−2.8%	+12.1%	+18.3%	+22.0%	+8.2%	−10.2%	$147M
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B

End-of-day Nov 5, 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

$14,856

FNDF

Schwab Fundamental International Large Company Index

$19,326

MeasureAFDMFNDF

Fee0.80%0.25%

Cost on $10k a year$80$25

Yield3.52%2.99%

5 years, per year+8.2%+14.1%

3 years, per year+22.0%+25.6%

Worst drop · 1Y−10.2%−10.6%

Volatility · 1Y15.3%16.4%

3–3measures won
level

22.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+7.9%

IXUSiShares

+8.2%

+7.9%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$58.4B

2–0IXUS wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AFDM, FNDF, VT, VXUS

Today

22.8%most shared, AFDM and FNDF

AFDMFNDFVTVXUS

AFDM—22.8%5.9%2.8%

FNDF22.8%—20.0%7.1%

VT5.9%20.0%—0.6%

VXUS2.8%7.1%0.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$274most kept, FNDF

FNDF$299 − $25 = $274

AFDM$352 − $80 = $272

VXUS$246 − $5 = $241

VT$159 − $6 = $153

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee