SCHD vs AFIF

ASCHD

BAFIF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · SGOV $12,091

Lowest cost0.06%SCHD · $6 on $10k

Most income4.19%AFIF · $419 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.0%SCHD and AFIF

SCHD

AFIF

Schwab U.S. Dividend Equity ETF · $120BAnfield Universal Fixed Income ETF · $698M

+19.6%3 years · per year$17,123 · $11,969+6.2%

+10.5%5 years · per year$16,459 · $12,062+3.8%

0.06%Expense ratio$6 · $85 on $10k · lower wins0.85%

2.96%12-mo yield$296 · $419 on $10k4.19%

−6.9%Worst dropSmaller wins−1.6%

11.8%VolatilityLower wins2.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · AFIF

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

Held in common0.0%

End-of-day Nov 9, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	BAFIF	Anfield Universal Fixed Income ETFRead Desk	0.85%	4.19%	+0.1%	+1.8%	+2.6%	+6.2%	+3.8%	−1.6%	$698M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	BAFIF	Anfield Universal Fixed Income ETFRead Desk	0.85%	4.19%	+0.1%	+1.8%	+2.6%	+6.2%	+3.8%	−1.6%	$698M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs AFIF

SCHD

Schwab U.S. Dividend Equity

$16,459

AFIF

Anfield Universal Fixed Income

$12,062

MeasureSCHDAFIF

Fee0.06%0.85%

Cost on $10k a year$6$85

Yield2.96%4.19%

5 years, per year+10.5%+3.8%

3 years, per year+19.6%+6.2%

Worst drop · 1Y−6.9%−1.6%

Volatility · 1Y11.8%2.6%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SCHD, AFIF, SGOV

Today

0.0%most shared, SCHD and AFIF

SCHDAFIFSGOV

SCHD—0.0%[…]

AFIF0.0%—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

AFIF$419 − $85 = $334

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee