Compare · 3 funds side by side · dividends reinvested

KBWD, REM and BND

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$9,898BND · best of the three

Story of the three · IncomeMost incomeKBWD · 15.95% · $1,595 a year on $10k

Story of the three · RiskSmallest drop

KBWD, REM and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.6%−0.2%−4.5%4.0%$161B1.3

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.95%−12.6%−10.1%+2.4%−1.9%−23.4%17.5%$334M2.0

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.60%−18.6%−15.6%+1.1%−6.4%−26.3%19.0%$434M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: KBWD 2010 · REM 2007 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Invesco KBW High Dividend Yield Financial ETF · $334M$10,745

KBWD

REM

iShares Mortgage Real Estate ETF · $434M$10,345

$10,000 three years ago, dividends reinvested · they hold 27.7% in common

KBWD

More Ways to See the Pairs

KBWD vs REM: Top 5 Holdings

Today

KBWD

20.0%in top 5

REM

in top 556.5%

KBWDStockREM

not top 5NLY23.5%

not top 5AGNC16.3%

not top 5STWD6.6%

not top 5RITM5.3%

not top 5EFC4.7%

Cost, Income and Risk

Fees: KBWD, REM, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

REM0.48%$48

KBWD5.39%$539

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: KBWD, REM, BND

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date−0.7%

4.1%Yield4.2%

$161BAssets$138B

1–0AGG wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

REM

−12.6%Year to dateJan 1 → Nov 10−18.6%

−10.1%1 yearTotal return−15.6%

+2.4%3 years · per year$10,000 became $10,745 · $10,345+1.1%

−1.9%5 years · per year$10,000 became $9,104 · $7,175−6.4%

5.39%Expense ratio$539 · $48 a year on $10k · lower is better0.48%

15.95%Trailing 12-mo yield$1,595 · $1,160 a year on $10k11.60%

−23.4%Worst dropSmaller is better−26.3%

17.5%VolatilityLower is calmer19.0%

KBWDREM Winner of the row, in its colourEach row: the bigger of the two fills its side

7–1KBWD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.2%PMTnot top 5

4.1%IVRnot top 5

3.9%ARRnot top 5

3.9%ORCnot top 5

3.9%FSKnot top 5

Held in common27.7%

End-of-day Nov 10, 2026 · share of each fund

KBWD vs REM Returns, Every Period

5Y

InvescoKBWD

−1.9%

5 years, per year

REMiShares

−6.4%

5 years, per year

KBWDREMFaded: behind in that period

4–0KBWD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Bonds: KBWD vs REM

YTD

InvescoKBWD

−12.6%

REMiShares

−18.6%

−12.6%Year to date−18.6%

−23.4%Worst drop · 1Y−26.3%

17.5%Volatility · 1Y19.0%

15.9%Yield11.6%

$334MAssets$434M

4–0KBWD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

15.95%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.95%$1,595

REM11.60%$1,160

BND4.15%$415

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,112most kept, REM

REM$1,160 − $48 = $1,112

KBWD$1,595 − $539 = $1,056

BND$415 − $3 = $412

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: KBWD, REM, BND

Today

27.7%most shared, KBWD and REM

KBWDREMBND

KBWD—27.7%[…]

REM27.7%—[…]

BND[…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

−0.4%BND, at 4.0% volatility

BNDWorst drop−4.5%4.0% vol

KBWDWorst drop−23.4%17.5% vol

REMWorst drop−26.3%19.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDBND

−12.6%Year to date−0.7%

15.9%Yield4.1%

−10.1%Past year−0.4%

5.39%Fee0.03%

3–1BND wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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KBWD, REM and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three