NFLT vs SCHD

ANFLT

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · NFLT $11,516

Lowest cost0.06%SCHD · $6 on $10k

Most income5.54%NFLT · $554 on $10k

Smallest drop−3.0%NFLT · worst fall in 1Y

Held in common0.0%NFLT and SCHD

NFLT

SCHD

Virtus Newfleet Multi-Sector Bond ETF · $541MSchwab U.S. Dividend Equity ETF · $121B

+7.8%3 years · per year$12,513 · $17,908+21.4%

+2.9%5 years · per year$11,516 · $16,881+11.0%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

5.54%12-mo yield$554 · $291 on $10k2.91%

−3.0%Worst dropSmaller wins−6.9%

4.2%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNFLT · SCHD

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

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ANFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk		0.50%	5.54%	−0.1%	+0.8%	+1.7%	+7.8%	+2.9%	−3.0%	$541M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	ANFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk		0.50%	5.54%	−0.1%	+0.8%	+1.7%	+7.8%	+2.9%	−3.0%	$541M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NFLT vs SCHD

NFLT

Virtus Newfleet Multi-Sector Bond

$11,516

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureNFLTSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield5.54%2.91%

5 years, per year+2.9%+11.0%

3 years, per year+7.8%+21.4%

Worst drop · 1Y−3.0%−6.9%

Volatility · 1Y4.2%11.5%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NFLT, SCHD

Today

0.0%most shared, NFLT and SCHD

NFLTSCHD

NFLT—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$504most kept, NFLT

NFLT$554 − $50 = $504

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee