FDV vs CUT

AFDV

BCUT

Measures won5–0FDV wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · CUT $8,917

Lowest cost0.04%VIG · $4 on $10k

Most income2.84%FDV · $284 on $10k

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

Held in common2.5%FDV and CUT

FDV

CUT

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

+20.3%3 years · per year$17,400 · $10,758+2.5%

[…]5 years · per year[…] · $8,917−2.3%

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

2.84%12-mo yield$284 · $248 on $10k2.48%

−7.4%Worst dropSmaller wins−19.6%

11.3%VolatilityLower wins18.6%

5–0FDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · CUT

2.5%AMCR5.3%

Held in common2.5%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	BCUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.48%	−1.4%	−0.8%	+6.1%	+2.5%	−2.3%	−19.6%	$30M
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.84%	−1.3%	+22.8%	+26.9%	+20.3%	new	−7.4%	$1.1B

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	BCUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.48%	−1.4%	−0.8%	+6.1%	+2.5%	−2.3%	−19.6%	$30M
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.84%	−1.3%	+22.8%	+26.9%	+20.3%	new	−7.4%	$1.1B

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

FDV vs CUT

FDV

Federated Hermes U.S. Strategic Dividend

[…]

CUT

Invesco MSCI Global Timber

$8,917

MeasureFDVCUT

Fee0.61%0.99%

Cost on $10k a year$61$99

Yield2.84%2.48%

5 years, per year[…]−2.3%

3 years, per year+20.3%+2.5%

Worst drop · 1Y−7.4%−19.6%

Volatility · 1Y11.3%18.6%

5–0measures won
FDV first

2.5%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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: FDV, CUT, VIG

Today

10.3%most shared, FDV and VIG

FDVCUTVIG

FDV—2.5%10.3%

CUT2.5%—0.1%

VIG10.3%0.1%—

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

Income After Fees on $10,000

$223most kept, FDV

FDV$284 − $61 = $223

CUT$248 − $99 = $149

VIG$149 − $4 = $145

KeptFee

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