Compare · 3 funds side by side · dividends reinvested

DVDN, MORT and KBWD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$9,364KBWD · best of the three

02 / 04

DVDN, MORT and KBWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.61%−10.7%−7.5%+6.3%−1.3%−23.4%17.4%$331M1.5

VanEck Mortgage REIT Income ETFBonds & Cash · Mortgage0.43%18.09%−15.7%−11.9%+6.2%−5.5%−26.9%18.7%$324M1.8

Kingsbarn Dividend Opportunity ETFIncome · Dividend stocks0.90%15.75%−25.1%−26.1%[…][…]−33.3%19.0%$3M2.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: DVDN 2023 · MORT 2011 · KBWD 2010

Head to Head

Swap sides Versus in desk

Head to Head

Kingsbarn Dividend Opportunity ETF · $3M[…]

DVDN

MORT

VanEck Mortgage REIT Income ETF · $324M$7,538

$10,000 five years ago, dividends reinvested · they hold 37.9% in common

DVDNMeasureMORT

−25.1%Year to dateJan 1 → Nov 4−15.7%

−26.1%1 yearTotal return−11.9%

[…]3 years · per year$10,000 became […] · $11,988+6.2%

[…]5 years · per year$10,000 became […] · $7,538−5.5%

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

15.75%Trailing 12-mo yield$1,575 · $1,809 a year on $10k18.09%

−33.3%Worst dropSmaller is better−26.9%

19.0%VolatilityLower is calmer18.7%

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

0–6MORT wins

End-of-day Nov 4, 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

34.9%in top 5

MORT

in top 552.5%

DVDNStockMORT

not top 5NLY19.0%

not top 5AGNC15.0%

7.6%SCMnot top 5

6.9%ORCnot top 5

6.9%IVRnot top 5

not top 5RITM6.8%

6.8%DX5.2%

6.7%EARNnot top 5

not top 5STWD6.5%

Held in common37.9%

End-of-day Nov 4, 2026 · share of each fund

DVDN vs MORT Returns, Every Period

KingsbarnDVDN

−26.1%

past year

MORTVanEck

−11.9%

past year

DVDNMORTFaded: behind in that period

0–2MORT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Bonds: DVDN vs MORT

YTD

KingsbarnDVDN

−25.1%

MORTVanEck

−15.7%

−25.1%Year to date−15.7%

−33.3%Worst drop · 1Y−26.9%

19.0%Volatility · 1Y18.7%

15.7%Yield18.1%

$2.7MAssets$324M

4–0MORT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DVDN, MORT, KBWD

Today

0.43%lowest, MORT

FundExpense ratioFee$10k

MORT0.43%$43

DVDN0.90%$90

KBWD5.39%$539

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DVDN, MORT, KBWD

18.09%highest, MORT

FundTrailing yieldYield$10k

MORT18.09%$1,809

DVDN15.75%$1,575

KBWD15.61%$1,561

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,766most kept, MORT

MORT$1,809 − $43 = $1,766

DVDN$1,575 − $90 = $1,485

KBWD$1,561 − $539 = $1,022

KeptFee

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

Overlap: DVDN, MORT, KBWD

Today

37.9%most shared, DVDN and MORT

DVDNMORTKBWD

DVDN—37.9%25.7%

MORT37.9%—31.4%

KBWD25.7%31.4%—

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

Return vs Bumpiness: 3 ETFs

−7.5%KBWD, at 17.4% volatility

KBWDWorst drop−23.4%17.4% vol

MORTWorst drop−26.9%18.7% vol

DVDNWorst drop−33.3%19.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MORTKBWD

−15.7%Year to date−10.7%

18.1%Yield15.6%

−11.9%Past year−7.5%

0.43%Fee5.39%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026