Compare · 2 funds side by side · dividends reinvested

NTRL and SCHD

NTRLFirst Trust×SCHDSchwab×

Versus in desk

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

02 / 04

NTRL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

First Trust Merger Arbitrage ETFUnsorted0.95%6.33%+4.6%+5.9%+4.6%+3.6%−3.9%7.8%$15M1.6

Rank among the two1st → 2ndFee, 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: NTRL 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Merger Arbitrage ETF · $15M$11,951

NTRL

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

NTRLMeasureSCHD

+4.6%Year to dateJan 1 → Nov 6+31.4%

+5.9%1 yearTotal return+37.0%

+4.6%3 years · per year$10,000 became $11,435 · $17,266+20.0%

+3.6%5 years · per year$10,000 became $11,951 · $16,267+10.2%

0.95%Expense ratio$95 · $6 a year on $10k · lower is better0.06%

6.33%Trailing 12-mo yield$633 · $300 a year on $10k3.00%

−3.9%Worst dropSmaller is better−6.9%

7.8%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

NTRL vs SCHD: Top 5 Holdings

Today

NTRL

7.5%in top 5

SCHD

in top 521.4%

NTRLStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.6%IDXXnot top 5

1.5%ICLRnot top 5

1.5%HRBnot top 5

1.5%FTDRnot top 5

1.5%WDFCnot top 5

Held in common6.6%

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

NTRL vs SCHD Returns, Every Period

First TrustNTRL

+3.6%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

NTRLSCHDFaded: behind in that period

0–4SCHD wins

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

Unsorted vs Income: NTRL vs SCHD

YTD

First TrustNTRL

+4.6%

SCHDSchwab

+31.4%

+4.6%Year to date+31.4%

−3.9%Worst drop · 1Y−6.9%

7.8%Volatility · 1Y11.7%

6.3%Yield3.0%

$15.3MAssets$120B

3–1NTRL wins

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

Cost, Income and Risk

Fees: NTRL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

NTRL0.95%$95

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

Yields: NTRL, SCHD

6.33%highest, NTRL

FundTrailing yieldYield$10k

NTRL6.33%$633

SCHD3.00%$300

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

Income After Fees on $10,000

$538most kept, NTRL

NTRL$633 − $95 = $538

SCHD$300 − $6 = $294

KeptFee

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

Overlap: NTRL, SCHD

Today

6.6%most shared, NTRL and SCHD

NTRLSCHD

NTRL—6.6%

SCHD6.6%—

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

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

NTRLWorst drop−3.9%7.8% 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

NTRLSCHD

+4.6%Year to date+31.4%

6.3%Yield3.0%

+5.9%Past year+37.0%

0.95%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026