SETM vs CUT

ASETM

BCUT

Measures won2–3CUT wins · of 6 · 5Y

$10,000 · 5Y$15,353XLF · CUT $8,788

Lowest cost0.08%XLF · $8 on $10k

Most income2.52%CUT · $252 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common0.0%SETM and CUT

SETM

CUT

Sprott Critical Materials ETF · $417MInvesco MSCI Global Timber ETF · $30M

+16.1%3 years · per year$15,670 · $10,769+2.5%

[…]5 years · per year[…] · $8,788−2.6%

0.65%Expense ratio$65 · $99 on $10k · lower wins0.99%

1.89%12-mo yield$189 · $252 on $10k2.52%

−39.6%Worst dropSmaller wins−19.6%

46.6%VolatilityLower wins18.4%

2–3CUT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSETM · CUT

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 Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	BCUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.52%	−0.1%	−2.2%	+3.7%	+2.5%	−2.6%	−19.6%	$30M
3	ASETM	Sprott Critical Materials ETFRead Desk	0.65%	1.89%	−1.6%	−17.1%	−9.9%	+16.1%	new	−39.6%	$417M

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	BCUT	Invesco MSCI Global Timber ETFRead Desk	0.99%	2.52%	−0.1%	−2.2%	+3.7%	+2.5%	−2.6%	−19.6%	$30M
3	ASETM	Sprott Critical Materials ETFRead Desk	0.65%	1.89%	−1.6%	−17.1%	−9.9%	+16.1%	new	−39.6%	$417M

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

SETM vs CUT

SETM

Sprott Critical Materials

[…]

CUT

Invesco MSCI Global Timber

$8,788

MeasureSETMCUT

Fee0.65%0.99%

Cost on $10k a year$65$99

Yield1.89%2.52%

5 years, per year[…]−2.6%

3 years, per year+16.1%+2.5%

Worst drop · 1Y−39.6%−19.6%

Volatility · 1Y46.6%18.4%

3–2measures won
CUT first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD 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: SETM, CUT, XLF

Today

0.0%most shared, SETM and CUT

SETMCUTXLF

SETM—0.0%0.0%

CUT0.0%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$153most kept, CUT

CUT$252 − $99 = $153

XLF$144 − $8 = $136

SETM$189 − $65 = $124

KeptFee

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