Compare · 3 funds side by side · dividends reinvested

CUT, SCHD and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

CUT, SCHD and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.6B2.0

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.51%−1.7%+4.2%+0.7%−2.2%−19.6%18.7%$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 10, 2026 · returns include dividends · since: CUT 2007 · SCHD 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco MSCI Global Timber ETF · $30M$8,945

CUT

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

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

CUTMeasure

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

5.3%PKGnot top 5

5.0%STERV.HEnot top 5

5.0%RYNnot top 5

Cost, Income and Risk

Fees: CUT, SCHD, XLF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLF0.08%$8

CUT0.99%$99

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

Yields: CUT, SCHD, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SCHD

−1.7%Year to dateJan 1 → Nov 10+33.8%

+4.2%1 yearTotal return+38.8%

+0.7%3 years · per year$10,000 became $10,204 · $17,062+19.5%

−2.2%5 years · per year$10,000 became $8,945 · $16,428+10.4%

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

2.51%Trailing 12-mo yield$251 · $294 a year on $10k2.94%

−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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 10, 2026 · share of each fund

CUT vs SCHD Returns, Every Period

5Y

InvescoCUT

−2.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CUTSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Income: CUT vs SCHD

YTD

InvescoCUT

−1.7%

SCHDSchwab

+33.8%

−1.7%Year to date+33.8%

−19.6%Worst drop · 1Y−6.9%

18.7%Volatility · 1Y11.8%

2.5%Yield2.9%

$30.3MAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

CUT2.51%$251

XLF1.42%$142

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

CUT$251 − $99 = $152

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CUT, SCHD, XLF

Today

3.4%most shared, SCHD and XLF

CUTSCHDXLF

CUT—0.0%0.0%

SCHD0.0%—3.4%

XLF0.0%3.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

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 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXLF

+33.8%Year to date+7.7%

2.9%Yield1.4%

+38.8%Past year+12.2%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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CUT, SCHD and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three