CUT vs FDV

ACUT

BFDV

Measures won0–5FDV wins · of 6 · 5Y

$10,000 · 5Y$8,917CUT

Lowest cost0.61%FDV · $61 on $10k

Most income2.84%FDV · $284 on $10k

Smallest drop−7.4%FDV · worst fall in 1Y

Held in common2.5%CUT and FDV

CUT

FDV

Invesco MSCI Global Timber ETF · $30MFederated Hermes U.S. Strategic Dividend ETF · $1.1B

+2.5%3 years · per year$10,758 · $17,400+20.3%

−2.3%5 years · per year$8,917 · […][…]

0.99%Expense ratio$99 · $61 on $10k · lower wins0.61%

2.48%12-mo yield$248 · $284 on $10k2.84%

−19.6%Worst dropSmaller wins−7.4%

18.6%VolatilityLower wins11.3%

0–5FDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCUT · FDV

5.3%AMCR2.5%

Held in common2.5%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ACUT	Invesco MSCI Global Timber ETFRead Desk		0.99%	2.48%	−1.4%	−0.8%	+6.1%	+2.5%	−2.3%	−19.6%	$30M
2	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.84%	−1.3%	+22.8%	+26.9%	+20.3%	new	−7.4%	$1.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ACUT	Invesco MSCI Global Timber ETFRead Desk		0.99%	2.48%	−1.4%	−0.8%	+6.1%	+2.5%	−2.3%	−19.6%	$30M
2	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.84%	−1.3%	+22.8%	+26.9%	+20.3%	new	−7.4%	$1.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CUT vs FDV

CUT

Invesco MSCI Global Timber

$8,917

FDV

Federated Hermes U.S. Strategic Dividend

[…]

MeasureCUTFDV

Fee0.99%0.61%

Cost on $10k a year$99$61

Yield2.48%2.84%

5 years, per year−2.3%[…]

3 years, per year+2.5%+20.3%

Worst drop · 1Y−19.6%−7.4%

Volatility · 1Y18.6%11.3%

5–0measures won
FDV first

2.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CUT, FDV

Today

2.5%most shared, CUT and FDV

CUTFDV

CUT—2.5%

FDV2.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$223most kept, FDV

FDV$284 − $61 = $223

CUT$248 − $99 = $149

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee