Compare · 3 funds side by side · dividends reinvested

CUT, FDV and VIG

CUTInvesco×FDVFederated Hermes×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

CUT, FDV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.87%+21.6%+24.8%+19.8%[…]−7.4%11.3%$1.1B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.50%−1.6%+5.1%+2.2%−2.2%−19.6%18.7%$31M2.8

Rank among the three1st → 3rdFee, 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: CUT 2007 · FDV 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI Global Timber ETF · $31M$8,932

CUT

FDV

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

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

CUTMeasureFDV

−1.6%Year to dateJan 1 → Nov 6+21.6%

+5.1%1 yearTotal return+24.8%

+2.2%3 years · per year$10,000 became $10,664 · $17,175+19.8%

−2.2%5 years · per year$10,000 became $8,932 · […][…]

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

2.50%Trailing 12-mo yield$250 · $287 a year on $10k2.87%

−19.6%Worst dropSmaller is better−7.4%

18.7%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 6, 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

26.4%in top 5

FDV

in top 518.0%

CUTStockFDV

5.8%SCA-B.STnot top 5

5.4%AVYnot top 5

5.1%PKGnot top 5

5.1%STERV.HEnot top 5

5.0%AMCRnot top 5

not top 5PAYX4.3%

not top 5PNC3.6%

not top 5USB3.4%

not top 5WEC3.4%

not top 5PEP3.3%

Held in common2.4%

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

CUT vs FDV Returns, Every Period

InvescoCUT

+5.1%

past year

FDVFederated Hermes

+24.8%

past year

CUTFDVFaded: behind in that period

0–3FDV wins

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

Sector vs Income: CUT vs FDV

YTD

InvescoCUT

−1.6%

FDVFederated Hermes

+21.6%

−1.6%Year to date+21.6%

−19.6%Worst drop · 1Y−7.4%

18.7%Volatility · 1Y11.3%

2.5%Yield2.9%

$30.7MAssets$1.1B

4–0FDV wins

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

Cost, Income and Risk

Fees: CUT, FDV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FDV0.61%$61

CUT0.99%$99

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

Yields: CUT, FDV, VIG

2.87%highest, FDV

FundTrailing yieldYield$10k

FDV2.87%$287

CUT2.50%$250

VIG1.50%$150

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

Income After Fees on $10,000

$226most kept, FDV

FDV$287 − $61 = $226

CUT$250 − $99 = $151

VIG$150 − $4 = $146

KeptFee

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

Overlap: CUT, FDV, VIG

Today

10.3%most shared, FDV and VIG

CUTFDVVIG

CUT—2.4%0.1%

FDV2.4%—10.3%

VIG0.1%10.3%—

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

Return vs Bumpiness: 3 ETFs

+24.8%FDV, at 11.3% volatility

VIGWorst drop−7.9%10.8% vol

FDVWorst drop−7.4%11.3% vol

CUTWorst drop−19.6%18.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FDVVIG

+21.6%Year to date+12.1%

2.9%Yield1.5%

+24.8%Past year+14.3%

0.61%Fee0.04%

3–1FDV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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