Compare · 3 funds side by side · dividends reinvested

KBWD, MORT and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$9,974BND · best of the three

02 / 04

KBWD, MORT and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B1.3

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.99%−12.9%−10.1%+4.1%−1.9%−23.4%17.5%$342M2.1

VanEck Mortgage REIT Income ETFBonds & Cash · Mortgage0.43%18.75%−18.7%−16.1%+3.3%−6.1%−26.9%18.9%$315M2.6

Rank among the three1st → 3rdFee, 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: KBWD 2010 · MORT 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total Bond Market ETF · $161B$9,974

BND

MORT

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

$10,000 five years ago, dividends reinvested

BNDMeasureMORT

−0.0%Year to dateJan 1 → Nov 6−18.7%

+0.6%1 yearTotal return−16.1%

+5.2%3 years · per year$10,000 became $11,637 · $11,012+3.3%

−0.1%5 years · per year$10,000 became $9,974 · $7,285−6.1%

0.03%Expense ratio$3 · $43 a year on $10k · lower is better0.43%

4.12%Trailing 12-mo yield$412 · $1,875 a year on $10k18.75%

−4.5%Worst dropSmaller is better−26.9%

4.0%VolatilityLower is calmer18.9%

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

7–1BND wins

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

More Ways to See the Pairs

BND vs MORT: Top 5 Holdings

Today

BND

[…]in top 5

MORT

in top 552.9%

BNDStockMORT

not top 5NLY19.1%

not top 5AGNC15.1%

not top 5RITM6.8%

not top 5STWD6.5%

not top 5DX5.2%

Held in common[…]

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

BND vs MORT Returns, Every Period

VanguardBND

−0.1%

5 years, per year

MORTVanEck

−6.1%

5 years, per year

BNDMORTFaded: behind in that period

4–0BND wins

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

BND vs MORT

YTD

VanguardBND

−0.0%

MORTVanEck

−18.7%

−0.0%Year to date−18.7%

−4.5%Worst drop · 1Y−26.9%

4.0%Volatility · 1Y18.9%

4.1%Yield18.8%

$161BAssets$315M

3–1BND wins

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

Cost, Income and Risk

Fees: KBWD, MORT, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

MORT0.43%$43

KBWD5.39%$539

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

Yields: KBWD, MORT, BND

18.75%highest, MORT

FundTrailing yieldYield$10k

MORT18.75%$1,875

KBWD15.99%$1,599

BND4.12%$412

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

KBWD$1,599 − $539 = $1,060

BND$412 − $3 = $409

KeptFee

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

Overlap: KBWD, MORT, BND

Today

31.6%most shared, KBWD and MORT

KBWDMORTBND

KBWD—31.6%[…]

MORT31.6%—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+0.6%BND, at 4.0% volatility

BNDWorst drop−4.5%4.0% vol

KBWDWorst drop−23.4%17.5% vol

MORTWorst drop−26.9%18.9% vol

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

Paid More vs Made More

YTD

MORTBND

−18.7%Year to date−0.0%

18.8%Yield4.1%

−16.1%Past year+0.6%

0.43%Fee0.03%

3–1BND wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

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