Compare · 4 funds side by side · dividends reinvested

CUT, SDOG, SCHD and VIG

CUTInvesco×SDOGALPS×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,865SDOG · best of the four

02 / 04

CUT, SDOG, SCHD and VIG, 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%$122B1.8

ALPS Sector Dividend Dogs ETFIncome · Dividend stocks0.36%3.36%+24.0%+29.4%+21.1%+11.0%−7.3%12.1%$1.4B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.5

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.48%−0.7%+6.0%+1.8%−2.2%−19.6%18.7%$30M3.9

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 · SDOG 2012 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CUT

SDOG

ALPS Sector Dividend Dogs ETF · $1.4B$16,865

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

CUTMeasureSDOG

−0.7%Year to dateJan 1 → Nov 9+24.0%

+6.0%1 yearTotal return+29.4%

+1.8%3 years · per year$10,000 became $10,537 · $17,756+21.1%

−2.2%5 years · per year$10,000 became $8,963 · $16,865+11.0%

0.99%Expense ratio$99 · $36 a year on $10k · lower is better0.36%

2.48%Trailing 12-mo yield$248 · $336 a year on $10k3.36%

−19.6%Worst dropSmaller is better−7.3%

18.7%VolatilityLower is calmer12.1%

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

0–8SDOG 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 SDOG: Top 5 Holdings

Today

CUT

26.3%in top 5

SDOG

in top 511.9%

CUTStockSDOG

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 5ACN2.9%

not top 5ABBV2.3%

not top 5MO2.3%

not top 5BBY2.2%

not top 5OMC2.2%

Held in common6.3%

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

CUT vs SDOG Returns, Every Period

InvescoCUT

−2.2%

5 years, per year

SDOGALPS

+11.0%

5 years, per year

CUTSDOGFaded: behind in that period

0–4SDOG wins

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

Sector vs Income: CUT vs SDOG

YTD

InvescoCUT

−0.7%

SDOGALPS

+24.0%

−0.7%Year to date+24.0%

−19.6%Worst drop · 1Y−7.3%

18.7%Volatility · 1Y12.1%

2.5%Yield3.4%

$30.1MAssets$1.4B

4–0SDOG wins

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

Cost, Income and Risk

Fees: CUT, SDOG, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SDOG0.36%$36

CUT0.99%$99

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

Yields: CUT, SDOG, SCHD, VIG

3.36%highest, SDOG

FundTrailing yieldYield$10k

SDOG3.36%$336

SCHD2.96%$296

CUT2.48%$248

VIG1.46%$146

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

Income After Fees on $10,000

$300most kept, SDOG

SDOG$336 − $36 = $300

SCHD$296 − $6 = $290

CUT$248 − $99 = $149

VIG$146 − $4 = $142

KeptFee

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

Overlap: CUT, SDOG, SCHD, VIG

Today

33.1%most shared, SDOG and SCHD

CUTSDOGSCHDVIG

CUT—6.3%0.0%0.1%

SDOG6.3%—33.1%6.5%

SCHD0.0%33.1%—14.5%

VIG0.1%6.5%14.5%—

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

SDOGWorst drop−7.3%12.1% 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

SDOGSCHD

+24.0%Year to date+33.2%

3.4%Yield3.0%

+29.4%Past year+39.1%

0.36%Fee0.06%

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%

$45.5BAssets$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