Compare · 2 funds side by side · dividends reinvested

KBWD and REM

KBWDInvesco×REMiShares×
$5k$7.5k$10k$12.5kLow $7,113 · 2022KBWD$9,364REM$7,496Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,364KBWD · best of the two
02 / 04

KBWD and REM, 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%$335M1.3
iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.12%−15.1%−10.8%+6.6%−5.6%−26.3%18.8%$446M1.8
Rank among the two1st → 2ndFee, 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: KBWD 2010 · REM 2007
@TheETFTracker·theetftracker.com

Head to Head

5Y
Invesco KBW High Dividend Yield Financial ETF · $335M$9,364
KBWD
REM
iShares Mortgage Real Estate ETF · $446M$7,496

$10,000 five years ago, dividends reinvested · they hold 29.1% in common

KBWDMeasureREM
−10.7%Year to dateJan 1 → Nov 4−15.1%
−7.5%1 yearTotal return−10.8%
+6.3%3 years · per year$10,000 became $12,018 · $12,107+6.6%
−1.3%5 years · per year$10,000 became $9,364 · $7,496−5.6%
5.39%Expense ratio$539 · $48 a year on $10k · lower is better0.48%
15.61%Trailing 12-mo yield$1,561 · $1,112 a year on $10k11.12%
−23.4%Worst dropSmaller is better−26.3%
17.4%VolatilityLower is calmer18.8%
KBWDREM Winner of the row, in its colourEach row: the bigger of the two fills its side
6–2KBWD wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

KBWD vs REM: Top 5 Holdings

Today
19.7%in top 5
REM
in top 555.8%
KBWDStockREM
not top 5NLY22.9%
not top 5AGNC15.8%
not top 5STWD7.0%
not top 5RITM5.2%
not top 5EFC4.8%
4.2%PMTnot top 5
4.1%IVRnot top 5
3.9%AINVnot top 5
3.8%ARRnot top 5
3.8%ORCnot top 5
Held in common29.1%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

KBWD vs REM Returns, Every Period

5Y
InvescoKBWD
−1.3%
5 years, per year
REMiShares
−5.6%
5 years, per year
−20%−10%0%+10%−10.7%−15.1%YTD−7.5%−10.8%1 year+6.3%+6.6%3 yrs · yr−1.3%−5.6%5 yrs · yr
KBWDREMFaded: behind in that period
3–1KBWD wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Bonds: KBWD vs REM

YTD
InvescoKBWD
−10.7%
REMiShares
−15.1%
Jan 1Nov 4−10.7%−15.1%
−10.7%Year to date−15.1%
−23.4%Worst drop · 1Y−26.3%
17.4%Volatility · 1Y18.8%
15.6%Yield11.1%
$335MAssets$446M
4–0KBWD wins
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: KBWD, REM

Today
0.48%lowest, REM
FundExpense ratioFee$10k
REM0.48%$48
KBWD5.39%$539
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: KBWD, REM

1Y
15.61%highest, KBWD
FundTrailing yieldYield$10k
KBWD15.61%$1,561
REM11.12%$1,112
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$1,064most kept, REM
REM$1,112 − $48 = $1,064
KBWD$1,561 − $539 = $1,022
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: KBWD, REM

Today
29.1%most shared, KBWD and REM
KBWDREM
KBWD—29.1%
REM29.1%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
−7.5%KBWD, at 17.4% volatility
−15%−10%−5%0%+5%10%15%20%25%Volatility · 1 year → bumpierKBWD −7.5%REM −10.8%
KBWDWorst drop−23.4%17.4% vol
REMWorst drop−26.3%18.8% vol
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
KBWDREM
Jan 1Nov 4−10.7%−15.1%
−10.7%Year to date−15.1%
15.6%Yield11.1%
−7.5%Past year−10.8%
5.39%Fee0.48%
3–1KBWD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$41.8BAssets$46.0B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+13.4%
SPYSPDR
+13.3%
Jan 1Nov 4+13.4%+13.3%
+13.4%Year to date+13.3%
1.0%Yield1.0%
$185BAssets$798B
1–0SPYM wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com