Compare · 4 funds side by side · dividends reinvested

CUT, SCHD, VIG and VYM

CUTInvesco×SCHDSchwab×VIGVanguard×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,305VYM · best of the four

02 / 04

CUT, SCHD, VIG and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.5

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.52%−2.2%+3.7%+2.5%−2.6%−19.6%18.4%$30M3.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CUT 2007 · SCHD 2011 · VIG 2006 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI Global Timber ETF · $30M$8,788

CUT

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CUTMeasureSCHD

−2.2%Year to dateJan 1 → Nov 3+32.8%

+3.7%1 yearTotal return+37.6%

+2.5%3 years · per year$10,000 became $10,769 · $17,784+21.2%

−2.6%5 years · per year$10,000 became $8,788 · $16,352+10.3%

0.99%Expense ratio$99 · $6 a year on $10k · lower is better0.06%

2.52%Trailing 12-mo yield$252 · $297 a year on $10k2.97%

−19.6%Worst dropSmaller is better−6.9%

18.4%VolatilityLower is calmer11.4%

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

0–8SCHD wins

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

More Ways to See the Pairs

CUT vs SCHD: Top 5 Holdings

Today

CUT

26.9%in top 5

SCHD

in top 521.4%

CUTStockSCHD

5.6%SCA-B.STnot top 5

5.5%AMCRnot top 5

5.4%PKGnot top 5

5.4%AVYnot top 5

5.0%STERV.HEnot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

CUT vs SCHD Returns, Every Period

InvescoCUT

−2.6%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

CUTSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Income: CUT vs SCHD

YTD

InvescoCUT

−2.2%

SCHDSchwab

+32.8%

−2.2%Year to date+32.8%

−19.6%Worst drop · 1Y−6.9%

18.4%Volatility · 1Y11.4%

2.5%Yield3.0%

$29.9MAssets$121B

4–0SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CUT, SCHD, VIG, VYM

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VYM0.04%$4

SCHD0.06%$6

CUT0.99%$99

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CUT, SCHD, VIG, VYM

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

CUT2.52%$252

VYM2.25%$225

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VYM$225 − $4 = $221

CUT$252 − $99 = $153

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CUT, SCHD, VIG, VYM

Today

60.6%most shared, VIG and VYM

CUTSCHDVIGVYM

CUT—0.0%0.1%0.4%

SCHD0.0%—14.5%21.9%

VIG0.1%14.5%—60.6%

VYM0.4%21.9%60.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.6%SCHD, at 11.4% volatility

VIGWorst drop−7.9%10.0% vol

VYMWorst drop−6.7%10.0% vol

SCHDWorst drop−6.9%11.4% vol

CUTWorst drop−19.6%18.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVYM

+32.8%Year to date+15.8%

3.0%Yield2.3%

+37.6%Past year+19.0%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026