CUT vs FDV

ACUT

BFDV

Measures won0–5FDV wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · CUT $8,932

Lowest cost0.04%VIG · $4 on $10k

Most income2.87%FDV · $287 on $10k

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

Held in common2.4%CUT and FDV

CUT

FDV

Invesco MSCI Global Timber ETF · $31MFederated Hermes U.S. Strategic Dividend ETF · $1.1B

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

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

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

2.50%12-mo yield$250 · $287 on $10k2.87%

−19.6%Worst dropSmaller wins−7.4%

18.7%VolatilityLower wins11.3%

0–5FDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCUT · FDV

5.0%AMCR2.4%

Held in common2.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ACUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.50%	−0.9%	−1.6%	+5.1%	+2.2%	−2.2%	−19.6%	$31M
3	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ACUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.50%	−0.9%	−1.6%	+5.1%	+2.2%	−2.2%	−19.6%	$31M
3	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.1B

End-of-day Nov 6, 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

$8,932

FDV

Federated Hermes U.S. Strategic Dividend

[…]

MeasureCUTFDV

Fee0.99%0.61%

Cost on $10k a year$99$61

Yield2.50%2.87%

5 years, per year−2.2%[…]

3 years, per year+2.2%+19.8%

Worst drop · 1Y−19.6%−7.4%

Volatility · 1Y18.7%11.3%

5–0measures won
FDV first

2.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$44.9BAssets$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

Overlap: CUT, FDV, VIG

Today

10.3%most shared, FDV and VIG

CUTFDVVIG

CUT—2.4%0.1%

FDV2.4%—10.3%

VIG0.1%10.3%—

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

Income After Fees on $10,000

$226most kept, FDV

FDV$287 − $61 = $226

CUT$250 − $99 = $151

VIG$150 − $4 = $146

KeptFee

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