FDV vs CUT

AFDV

BCUT

Measures won5–0FDV wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · CUT $8,932

Lowest cost0.08%DGRO · $8 on $10k

Most income2.87%FDV · $287 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common2.4%FDV and CUT

FDV

CUT

Federated Hermes U.S. Strategic Dividend ETF · $1.0BInvesco MSCI Global Timber ETF · $31M

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

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

0.61%Expense ratio$61 · $99 on $10k · lower wins0.99%

2.87%12-mo yield$287 · $250 on $10k2.50%

−7.4%Worst dropSmaller wins−19.6%

11.3%VolatilityLower wins18.7%

5–0FDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · CUT

2.4%AMCR5.0%

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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	BCUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.50%	−0.9%	−1.6%	+5.1%	+2.2%	−2.2%	−19.6%	$31M
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.0B

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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	BCUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.50%	−0.9%	−1.6%	+5.1%	+2.2%	−2.2%	−19.6%	$31M
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.0B

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

FDV vs CUT

FDV

Federated Hermes U.S. Strategic Dividend

[…]

CUT

Invesco MSCI Global Timber

$8,932

MeasureFDVCUT

Fee0.61%0.99%

Cost on $10k a year$61$99

Yield2.87%2.50%

5 years, per year[…]−2.2%

3 years, per year+19.8%+2.2%

Worst drop · 1Y−7.4%−19.6%

Volatility · 1Y11.3%18.7%

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%

$44.7BAssets$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: FDV, CUT, DGRO

Today

19.7%most shared, FDV and DGRO

FDVCUTDGRO

FDV—2.4%19.7%

CUT2.4%—0.1%

DGRO19.7%0.1%—

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

DGRO$187 − $8 = $179

CUT$250 − $99 = $151

KeptFee

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