Compare · 3 funds side by side · dividends reinvested

KBWD, REM and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

KBWD, REM and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.5

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.61%−10.7%−7.5%+6.3%−1.3%−23.4%17.4%$331M2.0

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.12%−15.1%−10.8%+6.6%−5.6%−26.3%18.8%$449M2.5

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: KBWD 2010 · REM 2007 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW High Dividend Yield Financial ETF · $331M$9,364

KBWD

REM

iShares Mortgage Real Estate ETF · $449M$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

More Ways to See the Pairs

KBWD vs REM: Top 5 Holdings

Today

KBWD

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

KBWD vs REM Returns, Every Period

InvescoKBWD

−1.3%

5 years, per year

REMiShares

−5.6%

5 years, per year

KBWDREMFaded: behind in that period

3–1KBWD wins

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

Income vs Bonds: KBWD vs REM

YTD

InvescoKBWD

−10.7%

REMiShares

−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%

$331MAssets$449M

4–0KBWD wins

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

Cost, Income and Risk

Fees: KBWD, REM, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

REM0.48%$48

KBWD5.39%$539

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

Yields: KBWD, REM, SGOV

15.61%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.61%$1,561

REM11.12%$1,112

SGOV3.63%$363

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

Income After Fees on $10,000

$1,064most kept, REM

REM$1,112 − $48 = $1,064

KBWD$1,561 − $539 = $1,022

SGOV$363 − $9 = $354

KeptFee

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

Overlap: KBWD, REM, SGOV

Today

29.1%most shared, KBWD and REM

KBWDREMSGOV

KBWD—29.1%[…]

REM29.1%—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

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

Paid More vs Made More

YTD

KBWDSGOV

−10.7%Year to date+3.1%

15.6%Yield3.6%

−7.5%Past year+3.7%

5.39%Fee0.09%

3–1SGOV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

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