SCHD vs NFLT

ASCHD

BNFLT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · NFLT $11,580

Lowest cost0.06%SCHD · $6 on $10k

Most income5.50%NFLT · $550 on $10k

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

Held in common0.0%SCHD and NFLT

SCHD

NFLT

Schwab U.S. Dividend Equity ETF · $120BVirtus Newfleet Multi-Sector Bond ETF · $560M

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

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

0.06%Expense ratio$6 · $50 on $10k · lower wins0.50%

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

−6.9%Worst dropSmaller wins−3.0%

11.7%VolatilityLower wins4.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · NFLT

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

Held in common0.0%

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	ASCHD	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	BNFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk		0.50%	5.50%	+0.4%	+1.5%	+2.8%	+7.9%	+3.0%	−3.0%	$560M

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	ASCHD	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	BNFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk		0.50%	5.50%	+0.4%	+1.5%	+2.8%	+7.9%	+3.0%	−3.0%	$560M

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

SCHD vs NFLT

SCHD

Schwab U.S. Dividend Equity

$16,267

NFLT

Virtus Newfleet Multi-Sector Bond

$11,580

MeasureSCHDNFLT

Fee0.06%0.50%

Cost on $10k a year$6$50

Yield3.00%5.50%

5 years, per year+10.2%+3.0%

3 years, per year+20.0%+7.9%

Worst drop · 1Y−6.9%−3.0%

Volatility · 1Y11.7%4.2%

3–3measures won
level

0.0%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, NFLT

Today

0.0%most shared, SCHD and NFLT

SCHDNFLT

SCHD—0.0%

NFLT0.0%—

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

Income After Fees on $10,000

$500most kept, NFLT

NFLT$550 − $50 = $500

SCHD$300 − $6 = $294

KeptFee

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