AFMC vs SCHB: holdings overlap, shared companies and scores
As of October 9, 2026, AFMC and SCHB overlap 3.6% by weight. First Trust Active Factor Mid Cap ETF (AFMC): U.S. mid-cap equities. Schwab U.S. Broad Market ETF (SCHB): U.S. broad market stocks.
Updated October 9, 2026
Where AFMC and SCHB trade against their own history
AFMC trades at 15.7 times earnings, against its own median of 14.9, and is more expensive than 65% of its own last 7 years.
SCHB trades at 24.2 times earnings, against its own median of 22.2, and is more expensive than 63% of its own last 9 years.
What moved SCHB this week
SCHB rose 1.0% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Palantir Technologies (+10.8%); Nvidia (−2.0%) pushed the other way.
What do AFMC and SCHB each hold?
What's inside AFMC: Tech 20%, Semiconductors 4%.
12% of AFMC is its ten largest holdings.
What's inside SCHB: Tech 43%, Magnificent 7 31%.
35% of SCHB is its ten largest holdings.
How much do AFMC and SCHB overlap? 3.6% by weight
As of October 9, 2026, AFMC and SCHB overlap 3.6% by weight.
100% of AFMC is already inside SCHB.
4% of SCHB is already inside AFMC.
AFMC holds 267 companies and SCHB holds 2,387; 264 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score AFMC and SCHB? 4.4 and 6.5 out of 10
As of October 9, 2026, ETF Copilot scores AFMC 4.4 out of 10 and SCHB 6.5 out of 10.
They differ most on Quality: AFMC 2.9 and SCHB 7.7.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | AFMC | SCHB |
|---|---|---|
| Growth | 2.9 | 7.1 |
| Value | 4.2 | 3.1 |
| Risk | 5.5 | 6.2 |
| Quality | 2.9 | 7.7 |
| Return | 6.2 | 7.6 |
SCHB is the cheaper of the two at 0.03% a year
As of October 9, 2026, AFMC charges 0.68% a year, yields 0.69% and holds $235M in assets across 267 positions.
As of October 9, 2026, SCHB charges 0.03% a year, yields 1.01% and holds $45.1B in assets across 2387 positions.
| Measure | AFMC | SCHB |
|---|---|---|
| Expense ratio | 0.68% | 0.03% |
| Dividend yield | 0.69% | 1.01% |
| Assets under management | $235M | $45.1B |
| Holdings | 267 | 2387 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “AFMC vs SCHB holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/afmc-vs-schb
ETF Copilot Pro unlocks AFMC vs SCHB prices and holdings.
Try Pro free →