AFLG vs SCHD

AAFLG

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,832AFLG · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common10.8%AFLG and SCHD

AFLG

SCHD

First Trust Active Factor Large Cap ETF · $937MSchwab U.S. Dividend Equity ETF · $120B

+21.6%3 years · per year$17,960 · $17,266+20.0%

+11.0%5 years · per year$16,832 · $16,267+10.2%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

0.73%12-mo yield$73 · $300 on $10k3.00%

−8.2%Worst dropSmaller wins−6.9%

12.4%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFLG · SCHD

1.0%MO3.1%

0.8%EOG1.8%

0.6%UNH3.9%

0.6%TROW0.6%

Held in common10.8%

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

Both

5Y2 funds

#			Trend
1	AAFLG	First Trust Active Factor Large Cap ETFRead Desk		0.55%	0.73%	−0.2%	+10.0%	+10.9%	+21.6%	+11.0%	−8.2%	$937M
2	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

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

Both

5Y2 funds

#			Trend
1	AAFLG	First Trust Active Factor Large Cap ETFRead Desk		0.55%	0.73%	−0.2%	+10.0%	+10.9%	+21.6%	+11.0%	−8.2%	$937M
2	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

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

AFLG vs SCHD

AFLG

First Trust Active Factor Large Cap

$16,832

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureAFLGSCHD

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield0.73%3.00%

5 years, per year+11.0%+10.2%

3 years, per year+21.6%+20.0%

Worst drop · 1Y−8.2%−6.9%

Volatility · 1Y12.4%11.7%

4–2measures won
SCHD first

10.8%

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: AFLG, SCHD

Today

10.8%most shared, AFLG and SCHD

AFLGSCHD

AFLG—10.8%

SCHD10.8%—

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

AFLG$73 − $55 = $18

KeptFee

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