FDV vs CUT

AFDV

BCUT

Measures won5–0FDV wins · of 6 · 5Y

$10,000 · 5Y$22,311VGT · CUT $9,185

Lowest cost0.09%VGT · $9 on $10k

Most income2.81%FDV · $281 on $10k

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

Held in common2.4%FDV and CUT

FDV

CUT

Federated Hermes U.S. Strategic Dividend ETF · $1.1BInvesco MSCI Global Timber ETF · $30M

+21.1%3 years · per year$17,750 · $10,978+3.2%

[…]5 years · per year[…] · $9,185−1.7%

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

2.81%12-mo yield$281 · $244 on $10k2.44%

−7.4%Worst dropSmaller wins−19.6%

11.2%VolatilityLower wins18.6%

5–0FDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · CUT

2.4%AMCR5.3%

Held in common2.4%

End-of-day Nov 4, 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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	BCUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.44%	+3.2%	+0.8%	+7.9%	+3.2%	−1.7%	−19.6%	$30M
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.81%	+1.6%	+24.5%	+28.3%	+21.1%	new	−7.4%	$1.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	BCUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.44%	+3.2%	+0.8%	+7.9%	+3.2%	−1.7%	−19.6%	$30M
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.81%	+1.6%	+24.5%	+28.3%	+21.1%	new	−7.4%	$1.1B

End-of-day Nov 4, 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

$9,185

MeasureFDVCUT

Fee0.61%0.99%

Cost on $10k a year$61$99

Yield2.81%2.44%

5 years, per year[…]−1.7%

3 years, per year+21.1%+3.2%

Worst drop · 1Y−7.4%−19.6%

Volatility · 1Y11.2%18.6%

5–0measures won
FDV first

2.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FDV, CUT, VGT

Today

2.4%most shared, FDV and CUT

FDVCUTVGT

FDV—2.4%0.1%

CUT2.4%—0.0%

VGT0.1%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$220most kept, FDV

FDV$281 − $61 = $220

CUT$244 − $99 = $145

VGT$41 − $9 = $32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee