AFSM vs SCHD

AAFSM

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · AFSM $15,621

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.6%AFSM and SCHD

AFSM

SCHD

First Trust Active Factor Small Cap ETF · $132MSchwab U.S. Dividend Equity ETF · $121B

+21.7%3 years · per year$18,012 · $17,908+21.4%

+9.3%5 years · per year$15,621 · $16,881+11.0%

0.75%Expense ratio$75 · $6 on $10k · lower wins0.06%

0.51%12-mo yield$51 · $291 on $10k2.91%

−9.6%Worst dropSmaller wins−6.9%

17.3%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFSM · SCHD

0.4%M0.1%

0.2%FHI0.1%

0.4%OFG0.1%

0.2%CHCO0.0%

Held in common0.6%

End-of-day Nov 4, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk		0.75%	0.51%	+0.9%	+21.4%	+24.6%	+21.7%	+9.3%	−9.6%	$132M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AAFSM	First Trust Active Factor Small Cap ETFRead Desk		0.75%	0.51%	+0.9%	+21.4%	+24.6%	+21.7%	+9.3%	−9.6%	$132M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFSM vs SCHD

AFSM

First Trust Active Factor Small Cap

$15,621

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureAFSMSCHD

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield0.51%2.91%

5 years, per year+9.3%+11.0%

3 years, per year+21.7%+21.4%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y17.3%11.5%

5–1measures won
SCHD first

0.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: AFSM, SCHD

Today

0.6%most shared, AFSM and SCHD

AFSMSCHD

AFSM—0.6%

SCHD0.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

AFSM$51 − $75 = −$24

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee