Compare · 4 funds side by side · dividends reinvested

CUT, SCHD, VIG and XLF

CUTInvesco×SCHDSchwab×VIGVanguard×XLFSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

CUT, SCHD, VIG and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.9

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.48%−0.7%+6.0%+1.8%−2.2%−19.6%18.7%$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 9, 2026 · returns include dividends · since: CUT 2007 · SCHD 2011 · VIG 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI Global Timber ETF · $30M$8,963

CUT

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

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

CUTMeasureSCHD

−0.7%Year to dateJan 1 → Nov 9+33.2%

+6.0%1 yearTotal return+39.1%

+1.8%3 years · per year$10,000 became $10,537 · $17,123+19.6%

−2.2%5 years · per year$10,000 became $8,963 · $16,459+10.5%

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

2.48%Trailing 12-mo yield$248 · $296 a year on $10k2.96%

−19.6%Worst dropSmaller is better−6.9%

18.7%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 9, 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

26.3%in top 5

SCHD

in top 521.4%

CUTStockSCHD

5.7%SCA-B.STnot top 5

5.4%AVYnot top 5

5.2%PKGnot top 5

5.0%STERV.HEnot top 5

5.0%AMCRnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CUT vs SCHD Returns, Every Period

InvescoCUT

−2.2%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

CUTSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Income: CUT vs SCHD

YTD

InvescoCUT

−0.7%

SCHDSchwab

+33.2%

−0.7%Year to date+33.2%

−19.6%Worst drop · 1Y−6.9%

18.7%Volatility · 1Y11.8%

2.5%Yield3.0%

$30.1MAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CUT, SCHD, VIG, XLF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

XLF0.08%$8

CUT0.99%$99

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CUT, SCHD, VIG, XLF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

CUT2.48%$248

VIG1.46%$146

XLF1.42%$142

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

CUT$248 − $99 = $149

VIG$146 − $4 = $142

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CUT, SCHD, VIG, XLF

Today

19.5%most shared, VIG and XLF

CUTSCHDVIGXLF

CUT—0.0%0.1%0.0%

SCHD0.0%—14.5%3.4%

VIG0.1%14.5%—19.5%

XLF0.0%3.4%19.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

XLFWorst drop−14.8%15.3% vol

CUTWorst drop−19.6%18.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+33.2%Year to date+14.8%

3.0%Yield1.5%

+39.1%Past year+17.6%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026