NTRL vs SCHD

ANTRL

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · NTRL $11,951

Lowest cost0.06%SCHD · $6 on $10k

Most income6.33%NTRL · $633 on $10k

Smallest drop−3.9%NTRL · worst fall in 1Y

Held in common6.6%NTRL and SCHD

NTRL

SCHD

First Trust Merger Arbitrage ETF · $15MSchwab U.S. Dividend Equity ETF · $120B

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

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

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

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

−3.9%Worst dropSmaller wins−6.9%

7.8%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNTRL · SCHD

1.3%BMY3.1%

1.0%MO3.1%

1.0%FAST1.4%

0.9%QCOM3.6%

Held in common6.6%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ANTRL	First Trust Merger Arbitrage ETFRead Desk		0.95%	6.33%	−1.4%	+4.6%	+5.9%	+4.6%	+3.6%	−3.9%	$15M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	ANTRL	First Trust Merger Arbitrage ETFRead Desk		0.95%	6.33%	−1.4%	+4.6%	+5.9%	+4.6%	+3.6%	−3.9%	$15M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NTRL vs SCHD

NTRL

First Trust Merger Arbitrage

$11,951

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureNTRLSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield6.33%3.00%

5 years, per year+3.6%+10.2%

3 years, per year+4.6%+20.0%

Worst drop · 1Y−3.9%−6.9%

Volatility · 1Y7.8%11.7%

3–3measures won
level

6.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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