Compare · 3 funds side by side · dividends reinvested

FDV, CUT and DGRO

FDVFederated Hermes×CUTInvesco×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

FDV, CUT and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.5

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.87%+21.6%+24.8%+19.8%[…]−7.4%11.3%$1.0B1.6

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.50%−1.6%+5.1%+2.2%−2.2%−19.6%18.7%$31M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FDV 2022 · CUT 2007 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes U.S. Strategic Dividend ETF · $1.0B[…]

FDV

CUT

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

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

FDVMeasureCUT

+21.6%Year to dateJan 1 → Nov 6−1.6%

+24.8%1 yearTotal return+5.1%

+19.8%3 years · per year$10,000 became $17,175 · $10,664+2.2%

[…]5 years · per year$10,000 became […] · $8,932−2.2%

0.61%Expense ratio$61 · $99 a year on $10k · lower is better0.99%

2.87%Trailing 12-mo yield$287 · $250 a year on $10k2.50%

−7.4%Worst dropSmaller is better−19.6%

11.3%VolatilityLower is calmer18.7%

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

7–0FDV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDV vs CUT: Top 5 Holdings

Today

FDV

18.0%in top 5

CUT

in top 526.4%

FDVStockCUT

not top 5SCA-B.ST5.8%

not top 5AVY5.4%

not top 5PKG5.1%

not top 5STERV.HE5.1%

not top 5AMCR5.0%

4.3%PAYXnot top 5

3.6%PNCnot top 5

3.4%USBnot top 5

3.4%WECnot top 5

3.3%PEPnot top 5

Held in common2.4%

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

FDV vs CUT Returns, Every Period

Federated HermesFDV

+24.8%

past year

CUTInvesco

+5.1%

past year

FDVCUTFaded: behind in that period

3–0FDV wins

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

Income vs Sector: FDV vs CUT

YTD

Federated HermesFDV

+21.6%

CUTInvesco

−1.6%

+21.6%Year to date−1.6%

−7.4%Worst drop · 1Y−19.6%

11.3%Volatility · 1Y18.7%

2.9%Yield2.5%

$1.0BAssets$30.7M

4–0FDV wins

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

Cost, Income and Risk

Fees: FDV, CUT, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

FDV0.61%$61

CUT0.99%$99

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

Yields: FDV, CUT, DGRO

2.87%highest, FDV

FundTrailing yieldYield$10k

FDV2.87%$287

CUT2.50%$250

DGRO1.87%$187

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

Income After Fees on $10,000

$226most kept, FDV

FDV$287 − $61 = $226

DGRO$187 − $8 = $179

CUT$250 − $99 = $151

KeptFee

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

Overlap: FDV, CUT, DGRO

Today

19.7%most shared, FDV and DGRO

FDVCUTDGRO

FDV—2.4%19.7%

CUT2.4%—0.1%

DGRO19.7%0.1%—

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

Return vs Bumpiness: 3 ETFs

+24.8%FDV, at 11.3% volatility

DGROWorst drop−6.5%10.2% vol

FDVWorst drop−7.4%11.3% 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

FDVDGRO

+21.6%Year to date+16.6%

2.9%Yield1.9%

+24.8%Past year+20.3%

0.61%Fee0.08%

3–1FDV 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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