Compare · 3 funds side by side · dividends reinvested

NFLT, SCHD and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

NFLT, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Newfleet Multi-Sector Bond ETFBonds & Cash · Other bonds0.50%5.50%+1.5%+2.8%+7.9%+3.0%−3.0%4.2%$560M1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: NFLT 2015 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

NFLT

Virtus Newfleet Multi-Sector Bond ETF · $560M$11,580

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCHDMeasureNFLT

+31.4%Year to dateJan 1 → Nov 6+1.5%

+37.0%1 yearTotal return+2.8%

+20.0%3 years · per year$10,000 became $17,266 · $12,552+7.9%

+10.2%5 years · per year$10,000 became $16,267 · $11,580+3.0%

0.06%Expense ratio$6 · $50 a year on $10k · lower is better0.50%

3.00%Trailing 12-mo yield$300 · $550 a year on $10k5.50%

−6.9%Worst dropSmaller is better−3.0%

11.7%VolatilityLower is calmer4.2%

SCHDNFLT Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs NFLT: Top 5 Holdings

Today

SCHD

21.4%in top 5

NFLT

in top 52.7%

SCHDStockNFLT

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5JNK2.4%

not top 5HYG0.2%

not top 5GOOGM0.0%

not top 5GOOGN0.0%

not top 5EPR-PC0.0%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs NFLT Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

NFLTVirtus

+3.0%

5 years, per year

SCHDNFLTFaded: behind in that period

4–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs NFLT

YTD

SchwabSCHD

+31.4%

NFLTVirtus

+1.5%

+31.4%Year to date+1.5%

−6.9%Worst drop · 1Y−3.0%

11.7%Volatility · 1Y4.2%

3.0%Yield5.5%

$120BAssets$560M

3–1NFLT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NFLT, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

NFLT0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NFLT, SCHD, BND

5.50%highest, NFLT

FundTrailing yieldYield$10k

NFLT5.50%$550

BND4.12%$412

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$500most kept, NFLT

NFLT$550 − $50 = $500

BND$412 − $3 = $409

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NFLT, SCHD, BND

Today

0.0%most shared, NFLT and SCHD

NFLTSCHDBND

NFLT—0.0%[…]

SCHD0.0%—[…]

BND[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

BNDWorst drop−4.5%4.0% vol

NFLTWorst drop−3.0%4.2% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

NFLTSCHD

+1.5%Year to date+31.4%

5.5%Yield3.0%

+2.8%Past year+37.0%

0.50%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026