Compare · 3 funds side by side · dividends reinvested

CUT, VIG and XLF

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

02 / 04

CUT, VIG and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.0

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.48%−0.7%+6.0%+1.8%−2.2%−19.6%18.7%$30M2.8

Rank among the three1st → 3rdFee, 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 · VIG 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

CUT

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

CUTMeasureVIG

−0.7%Year to dateJan 1 → Nov 9+14.8%

+6.0%1 yearTotal return+17.6%

+1.8%3 years · per year$10,000 became $10,537 · $16,775+18.8%

−2.2%5 years · per year$10,000 became $8,963 · $16,638+10.7%

0.99%Expense ratio$99 · $4 a year on $10k · lower is better0.04%

2.48%Trailing 12-mo yield$248 · $146 a year on $10k1.46%

−19.6%Worst dropSmaller is better−7.9%

18.7%VolatilityLower is calmer11.0%

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

1–7VIG 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 VIG: Top 5 Holdings

Today

CUT

26.3%in top 5

VIG

in top 522.1%

CUTStockVIG

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 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.1%

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

CUT vs VIG Returns, Every Period

InvescoCUT

−2.2%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

CUTVIGFaded: behind in that period

0–4VIG wins

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

Sector vs Income: CUT vs VIG

YTD

InvescoCUT

−0.7%

VIGVanguard

+14.8%

−0.7%Year to date+14.8%

−19.6%Worst drop · 1Y−7.9%

18.7%Volatility · 1Y11.0%

2.5%Yield1.5%

$30.1MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: CUT, VIG, XLF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XLF0.08%$8

CUT0.99%$99

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

Yields: CUT, VIG, XLF

2.48%highest, CUT

FundTrailing yieldYield$10k

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

$149most kept, CUT

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, VIG, XLF

Today

19.5%most shared, VIG and XLF

CUTVIGXLF

CUT—0.1%0.0%

VIG0.1%—19.5%

XLF0.0%19.5%—

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

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% 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

CUTVIG

−0.7%Year to date+14.8%

2.5%Yield1.5%

+6.0%Past year+17.6%

0.99%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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