AFSC vs SCHD

AAFSC

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common0.1%AFSC and SCHD

AFSC

SCHD

abrdn Focused U.S. Small Cap Active ETF · $10MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

1.09%Expense ratio$109 · $6 on $10k · lower wins0.06%

0.06%12-mo yield$6 · $297 on $10k2.97%

−10.3%Worst dropSmaller wins−6.9%

18.4%VolatilityLower wins11.4%

0–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAFSC · SCHD

2.3%BANR0.1%

Held in common0.1%

End-of-day Nov 3, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
4	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+0.8%	+21.0%	+24.6%	new	new	−10.3%	$10M

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

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
4	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	+0.8%	+21.0%	+24.6%	new	new	−10.3%	$10M

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

Cards for this view

AFSC vs SCHD

AFSC

abrdn Focused U.S. Small Cap Active

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureAFSCSCHD

Fee1.09%0.06%

Cost on $10k a year$109$6

Yield0.06%2.97%

5 years, per year[…]+10.3%

3 years, per year[…]+21.2%

Worst drop · 1Y−10.3%−6.9%

Volatility · 1Y18.4%11.4%

4–0measures won
SCHD first

0.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: AFSC, SCHD, VIG, IJH

Today

14.5%most shared, SCHD and VIG

AFSCSCHDVIGIJH

AFSC—0.1%0.1%1.3%

SCHD0.1%—14.5%3.5%

VIG0.1%14.5%—2.9%

IJH1.3%3.5%2.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

IJH$122 − $5 = $117

AFSC$6 − $109 = −$103

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee