Compare · 3 funds side by side · dividends reinvested

CUT, SDOG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,907SDOG · best of the three

02 / 04

CUT, SDOG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

ALPS Sector Dividend Dogs ETFIncome · Dividend stocks0.36%3.37%+23.6%+29.7%+21.9%+11.1%−7.3%12.1%$1.4B1.6

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.50%−1.6%+5.1%+2.2%−2.2%−19.6%18.7%$31M3.0

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 · SDOG 2012 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CUT

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

CUTMeasureSCHD

−1.6%Year to dateJan 1 → Nov 6+31.4%

+5.1%1 yearTotal return+37.0%

+2.2%3 years · per year$10,000 became $10,664 · $17,266+20.0%

−2.2%5 years · per year$10,000 became $8,932 · $16,267+10.2%

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

2.50%Trailing 12-mo yield$250 · $300 a year on $10k3.00%

−19.6%Worst dropSmaller is better−6.9%

18.7%VolatilityLower is calmer11.7%

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

0–8SCHD 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 SCHD: Top 5 Holdings

Today

CUT

26.4%in top 5

SCHD

in top 521.4%

CUTStockSCHD

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 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

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

CUT vs SCHD Returns, Every Period

InvescoCUT

−2.2%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

CUTSCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: CUT vs SDOG

YTD

InvescoCUT

−1.6%

SDOGALPS

+23.6%

−1.6%Year to date+23.6%

−19.6%Worst drop · 1Y−7.3%

18.7%Volatility · 1Y12.1%

2.5%Yield3.4%

$30.7MAssets$1.4B

4–0SDOG wins

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

Cost, Income and Risk

Fees: CUT, SDOG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SDOG0.36%$36

CUT0.99%$99

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

Yields: CUT, SDOG, SCHD

3.37%highest, SDOG

FundTrailing yieldYield$10k

SDOG3.37%$337

SCHD3.00%$300

CUT2.50%$250

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

Income After Fees on $10,000

$301most kept, SDOG

SDOG$337 − $36 = $301

SCHD$300 − $6 = $294

CUT$250 − $99 = $151

KeptFee

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

Overlap: CUT, SDOG, SCHD

Today

33.1%most shared, SDOG and SCHD

CUTSDOGSCHD

CUT—6.3%0.0%

SDOG6.3%—33.1%

SCHD0.0%33.1%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SDOGWorst drop−7.3%12.1% 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

SDOGSCHD

+23.6%Year to date+31.4%

3.4%Yield3.0%

+29.7%Past year+37.0%

0.36%Fee0.06%

3–1SCHD 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026