CUT vs IVV

ACUT

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income2.48%CUT · $248 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.2%CUT and IVV

CUT

IVV

Invesco MSCI Global Timber ETF · $30MiShares Core S&P 500 ETF · $887B

+2.5%3 years · per year$10,758 · $18,221+22.1%

−2.3%5 years · per year$8,917 · $17,151+11.4%

0.99%Expense ratio$99 · $3 on $10k · lower wins0.03%

2.48%12-mo yield$248 · $114 on $10k1.14%

−19.6%Worst dropSmaller wins−8.9%

18.6%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCUT · IVV

4.8%SW0.0%

5.3%PKG0.0%

5.3%AMCR0.0%

4.5%IP0.0%

Held in common0.2%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ACUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.48%	−1.4%	−0.8%	+6.1%	+2.5%	−2.3%	−19.6%	$30M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ACUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.48%	−1.4%	−0.8%	+6.1%	+2.5%	−2.3%	−19.6%	$30M

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 IVV

CUT

Invesco MSCI Global Timber

$8,917

IVV

iShares Core S&P 500

$17,152

MeasureCUTIVV

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield2.48%1.14%

5 years, per year−2.3%+11.4%

3 years, per year+2.5%+22.1%

Worst drop · 1Y−19.6%−8.9%

Volatility · 1Y18.6%13.6%

5–1measures won
IVV first

0.2%

holdings shared

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

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

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

Overlap: CUT, IVV, VOO

Today

93.5%most shared, IVV and VOO

CUTIVVVOO

CUT—0.2%0.2%

IVV0.2%—93.5%

VOO0.2%93.5%—

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

Income After Fees on $10,000

$149most kept, CUT

CUT$248 − $99 = $149

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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