AFSM vs SCHD

AAFSM

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income2.98%SCHD · $298 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 · $133MSchwab U.S. Dividend Equity ETF · $120B

+19.6%3 years · per year$17,100 · $17,414+20.3%

+7.9%5 years · per year$14,653 · $16,375+10.4%

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

0.53%12-mo yield$53 · $298 on $10k2.98%

−9.6%Worst dropSmaller wins−6.9%

17.9%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFSM · SCHD

0.4%M0.2%

0.2%FHI0.1%

0.4%OFG0.1%

0.2%CHCO0.0%

Held in common0.6%

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 Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.53%	−4.4%	+15.9%	+19.7%	+19.6%	+7.9%	−9.6%	$133M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AAFSM	First Trust Active Factor Small Cap ETFRead Desk	0.75%	0.53%	−4.4%	+15.9%	+19.7%	+19.6%	+7.9%	−9.6%	$133M

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

AFSM vs SCHD

AFSM

First Trust Active Factor Small Cap

$14,653

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureAFSMSCHD

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield0.53%2.98%

5 years, per year+7.9%+10.4%

3 years, per year+19.6%+20.3%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y17.9%11.7%

6–0measures won
SCHD first

0.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AFSM, SCHD, VUG

Today

0.8%most shared, SCHD and VUG

AFSMSCHDVUG

AFSM—0.6%0.4%

SCHD0.6%—0.8%

VUG0.4%0.8%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VUG$43 − $3 = $40

AFSM$53 − $75 = −$22

KeptFee

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