AFDM vs SCHD

AAFDM

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VT $15,649

Lowest cost0.06%SCHD · $6 on $10k

Most income3.55%AFDM · $355 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%AFDM and SCHD

AFDM

SCHD

First Trust Active Factor International ETF · $151MSchwab U.S. Dividend Equity ETF · $120B

+20.7%3 years · per year$17,568 · $17,266+20.0%

+7.8%5 years · per year$14,561 · $16,267+10.2%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

3.55%12-mo yield$355 · $300 on $10k3.00%

−10.2%Worst dropSmaller wins−6.9%

15.3%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFDM · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
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

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
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

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 SCHD

AFDM

First Trust Active Factor International

$14,561

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAFDMSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield3.55%3.00%

5 years, per year+7.8%+10.2%

3 years, per year+20.7%+20.0%

Worst drop · 1Y−10.2%−6.9%

Volatility · 1Y15.3%11.7%

4–2measures won
SCHD first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AFDM, SCHD, VT

Today

5.9%most shared, AFDM and VT

AFDMSCHDVT

AFDM—0.0%5.9%

SCHD0.0%—4.3%

VT5.9%4.3%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

AFDM$355 − $80 = $275

VT$159 − $6 = $153

KeptFee

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