Compare · 2 funds side by side · dividends reinvested

DVDN and MORT

DVDNKingsbarn×MORTVanEck×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$7,285MORT · best of the two

02 / 04

DVDN and MORT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Mortgage REIT Income ETFBonds & Cash · Mortgage0.43%18.75%−18.7%−16.1%+3.3%−6.1%−26.9%18.9%$315M1.0

Kingsbarn Dividend Opportunity ETFIncome · Dividend stocks0.90%16.27%−27.5%−28.8%[…][…]−33.3%19.3%$3M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DVDN 2023 · MORT 2011

Head to Head

Swap sides Versus in desk

Head to Head

Kingsbarn Dividend Opportunity ETF · $3M[…]

DVDN

MORT

VanEck Mortgage REIT Income ETF · $315M$7,285

$10,000 five years ago, dividends reinvested · they hold 34.0% in common

DVDNMeasureMORT

−27.5%Year to dateJan 1 → Nov 6−18.7%

−28.8%1 yearTotal return−16.1%

[…]3 years · per year$10,000 became […] · $11,012+3.3%

[…]5 years · per year$10,000 became […] · $7,285−6.1%

0.90%Expense ratio$90 · $43 a year on $10k · lower is better0.43%

16.27%Trailing 12-mo yield$1,627 · $1,875 a year on $10k18.75%

−33.3%Worst dropSmaller is better−26.9%

19.3%VolatilityLower is calmer18.9%

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

0–6MORT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DVDN vs MORT: Top 5 Holdings

Today

DVDN

34.6%in top 5

MORT

in top 552.9%

DVDNStockMORT

not top 5NLY19.1%

not top 5AGNC15.1%

7.2%ORCnot top 5

7.1%IVRnot top 5

7.0%DX5.2%

6.9%ARRnot top 5

not top 5RITM6.8%

not top 5STWD6.5%

6.3%EARNnot top 5

Held in common34.0%

End-of-day Nov 6, 2026 · share of each fund

DVDN vs MORT Returns, Every Period

KingsbarnDVDN

−28.8%

past year

MORTVanEck

−16.1%

past year

DVDNMORTFaded: behind in that period

0–2MORT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: DVDN vs MORT

YTD

KingsbarnDVDN

−27.5%

MORTVanEck

−18.7%

−27.5%Year to date−18.7%

−33.3%Worst drop · 1Y−26.9%

19.3%Volatility · 1Y18.9%

16.3%Yield18.8%

$2.7MAssets$315M

4–0MORT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DVDN, MORT

Today

0.43%lowest, MORT

FundExpense ratioFee$10k

MORT0.43%$43

DVDN0.90%$90

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DVDN, MORT

18.75%highest, MORT

FundTrailing yieldYield$10k

MORT18.75%$1,875

DVDN16.27%$1,627

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,832most kept, MORT

MORT$1,875 − $43 = $1,832

DVDN$1,627 − $90 = $1,537

KeptFee

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

Overlap: DVDN, MORT

Today

34.0%most shared, DVDN and MORT

DVDNMORT

DVDN—34.0%

MORT34.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−16.1%MORT, at 18.9% volatility

MORTWorst drop−26.9%18.9% vol

DVDNWorst drop−33.3%19.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MORTDVDN

−18.7%Year to date−27.5%

18.8%Yield16.3%

−16.1%Past year−28.8%

0.43%Fee0.90%

4–0MORT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026