CUT vs SCHD

ACUT

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,305VYM · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%CUT and SCHD

CUT

SCHD

Invesco MSCI Global Timber ETF · $30MSchwab U.S. Dividend Equity ETF · $121B

+2.5%3 years · per year$10,769 · $17,784+21.2%

−2.6%5 years · per year$8,788 · $16,352+10.3%

0.99%Expense ratio$99 · $6 on $10k · lower wins0.06%

2.52%12-mo yield$252 · $297 on $10k2.97%

−19.6%Worst dropSmaller wins−6.9%

18.4%VolatilityLower wins11.4%

0–6SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCUT · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
4	ACUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.52%	−0.1%	−2.2%	+3.7%	+2.5%	−2.6%	−19.6%	$30M

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

All Four

5Y4 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
4	ACUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.52%	−0.1%	−2.2%	+3.7%	+2.5%	−2.6%	−19.6%	$30M

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

Cards for this view

CUT vs SCHD

CUT

Invesco MSCI Global Timber

$8,788

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureCUTSCHD

Fee0.99%0.06%

Cost on $10k a year$99$6

Yield2.52%2.97%

5 years, per year−2.6%+10.3%

3 years, per year+2.5%+21.2%

Worst drop · 1Y−19.6%−6.9%

Volatility · 1Y18.4%11.4%

6–0measures won
SCHD first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CUT, SCHD, VIG, VYM

Today

60.6%most shared, VIG and VYM

CUTSCHDVIGVYM

CUT—0.0%0.1%0.4%

SCHD0.0%—14.5%21.9%

VIG0.1%14.5%—60.6%

VYM0.4%21.9%60.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VYM$225 − $4 = $221

CUT$252 − $99 = $153

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee