Compare · 3 funds side by side · dividends reinvested

KBWD, REM 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, REM 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%$342M2.0

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.52%−18.0%−15.1%+3.6%−6.2%−26.3%19.0%$442M2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: KBWD 2010 · REM 2007 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $342M$9,094

KBWD

REM

iShares Mortgage Real Estate ETF · $442M$7,245

$10,000 five years ago, dividends reinvested · they hold 29.2% in common

KBWDMeasureREM

−12.9%Year to dateJan 1 → Nov 6−18.0%

−10.1%1 yearTotal return−15.1%

+4.1%3 years · per year$10,000 became $11,283 · $11,111+3.6%

−1.9%5 years · per year$10,000 became $9,094 · $7,245−6.2%

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

15.99%Trailing 12-mo yield$1,599 · $1,152 a year on $10k11.52%

−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 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KBWD vs REM: Top 5 Holdings

Today

KBWD

20.0%in top 5

REM

in top 556.0%

KBWDStockREM

not top 5NLY23.1%

not top 5AGNC15.9%

not top 5STWD7.0%

not top 5RITM5.2%

not top 5EFC4.7%

4.3%PMTnot top 5

4.1%IVRnot top 5

3.9%ORCnot top 5

3.9%ARRnot top 5

3.8%AINVnot top 5

Held in common29.2%

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

KBWD vs REM Returns, Every Period

InvescoKBWD

−1.9%

5 years, per year

REMiShares

−6.2%

5 years, per year

KBWDREMFaded: behind in that period

4–0KBWD wins

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

Income vs Bonds: KBWD vs REM

YTD

InvescoKBWD

−12.9%

REMiShares

−18.0%

−12.9%Year to date−18.0%

−23.4%Worst drop · 1Y−26.3%

17.5%Volatility · 1Y19.0%

16.0%Yield11.5%

$342MAssets$442M

4–0KBWD wins

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

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 6, 2026 · fee on $10,000 a year

Yields: KBWD, REM, BND

15.99%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.99%$1,599

REM11.52%$1,152

BND4.12%$412

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

Income After Fees on $10,000

$1,104most kept, REM

REM$1,152 − $48 = $1,104

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, REM, BND

Today

29.2%most shared, KBWD and REM

KBWDREMBND

KBWD—29.2%[…]

REM29.2%—[…]

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

REMWorst drop−26.3%19.0% vol

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

Paid More vs Made More

YTD

KBWDBND

−12.9%Year to date−0.0%

16.0%Yield4.1%

−10.1%Past year+0.6%

5.39%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