Compare · 3 funds side by side · dividends reinvested

CUT, FDV and SCHD

CUTInvesco×FDVFederated Hermes×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

CUT, FDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.1

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.84%+22.8%+26.9%+20.3%[…]−7.4%11.3%$1.1B1.9

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.48%−0.8%+6.1%+2.5%−2.3%−19.6%18.6%$30M2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: CUT 2007 · FDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI Global Timber ETF · $30M$8,917

CUT

FDV

Federated Hermes U.S. Strategic Dividend ETF · $1.1B[…]

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

CUTMeasureFDV

−0.8%Year to dateJan 1 → Nov 5+22.8%

+6.1%1 yearTotal return+26.9%

+2.5%3 years · per year$10,000 became $10,758 · $17,400+20.3%

−2.3%5 years · per year$10,000 became $8,917 · […][…]

0.99%Expense ratio$99 · $61 a year on $10k · lower is better0.61%

2.48%Trailing 12-mo yield$248 · $284 a year on $10k2.84%

−19.6%Worst dropSmaller is better−7.4%

18.6%VolatilityLower is calmer11.3%

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

0–7FDV wins

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

More Ways to See the Pairs

CUT vs FDV: Top 5 Holdings

Today

CUT

26.8%in top 5

FDV

in top 517.9%

CUTStockFDV

5.8%SCA-B.STnot top 5

5.4%AVYnot top 5

5.3%PKGnot top 5

5.3%AMCRnot top 5

5.1%STERV.HEnot top 5

not top 5PAYX4.2%

not top 5PNC3.7%

not top 5USB3.4%

not top 5WEC3.3%

not top 5PEP3.2%

Held in common2.5%

End-of-day Nov 5, 2026 · share of each fund

CUT vs FDV Returns, Every Period

InvescoCUT

+6.1%

past year

FDVFederated Hermes

+26.9%

past year

CUTFDVFaded: behind in that period

0–3FDV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: CUT vs SCHD

YTD

InvescoCUT

−0.8%

SCHDSchwab

+32.3%

−0.8%Year to date+32.3%

−19.6%Worst drop · 1Y−6.9%

18.6%Volatility · 1Y11.7%

2.5%Yield3.0%

$29.8MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CUT, FDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FDV0.61%$61

CUT0.99%$99

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CUT, FDV, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

FDV2.84%$284

CUT2.48%$248

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FDV$284 − $61 = $223

CUT$248 − $99 = $149

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CUT, FDV, SCHD

Today

21.5%most shared, FDV and SCHD

CUTFDVSCHD

CUT—2.5%0.0%

FDV2.5%—21.5%

SCHD0.0%21.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

FDVWorst drop−7.4%11.3% vol

SCHDWorst drop−6.9%11.7% vol

CUTWorst drop−19.6%18.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFDV

+32.3%Year to date+22.8%

3.0%Yield2.8%

+38.7%Past year+26.9%

0.06%Fee0.61%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026