CUT vs VYM

ACUT

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · SCHD $16,459

Lowest cost0.04%VYM · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common0.4%CUT and VYM

CUT

VYM

Invesco MSCI Global Timber ETF · $30MVanguard High Dividend Yield ETF · $78.9B

+1.8%3 years · per year$10,537 · $17,150+19.7%

−2.2%5 years · per year$8,963 · $17,254+11.5%

0.99%Expense ratio$99 · $4 on $10k · lower wins0.04%

2.48%12-mo yield$248 · $226 on $10k2.26%

−19.6%Worst dropSmaller wins−6.7%

18.7%VolatilityLower wins10.8%

1–5VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCUT · VYM

4.8%SW0.1%

5.2%PKG0.1%

5.0%AMCR0.1%

4.4%IP0.1%

Held in common0.4%

End-of-day Nov 9, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ACUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.48%	+1.0%	−0.7%	+6.0%	+1.8%	−2.2%	−19.6%	$30M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	ACUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.48%	+1.0%	−0.7%	+6.0%	+1.8%	−2.2%	−19.6%	$30M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CUT vs VYM

CUT

Invesco MSCI Global Timber

$8,963

VYM

Vanguard High Dividend Yield

$17,254

MeasureCUTVYM

Fee0.99%0.04%

Cost on $10k a year$99$4

Yield2.48%2.26%

5 years, per year−2.2%+11.5%

3 years, per year+1.8%+19.7%

Worst drop · 1Y−19.6%−6.7%

Volatility · 1Y18.7%10.8%

5–1measures won
VYM first

0.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: CUT, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

CUTVYMSCHD

CUT—0.4%0.0%

VYM0.4%—21.9%

SCHD0.0%21.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

CUT$248 − $99 = $149

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee