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$12,090SGOV · 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%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.3

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 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

KBWD

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

$10,000 five years ago, dividends reinvested

KBWDMeasureSGOV

−12.9%Year to dateJan 1 → Nov 6+3.2%

−10.1%1 yearTotal return+3.8%

+4.1%3 years · per year$10,000 became $11,283 · $11,419+4.5%

−1.9%5 years · per year$10,000 became $9,094 · $12,090+3.9%

5.39%Expense ratio$539 · $9 a year on $10k · lower is better0.09%

15.99%Trailing 12-mo yield$1,599 · $363 a year on $10k3.63%

−23.4%Worst dropSmaller is better0.0%

17.5%VolatilityLower is calmer0.2%

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

1–7SGOV 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 SGOV: Top 5 Holdings

Today

KBWD

20.0%in top 5

SGOV

in top 5[…]

KBWDStockSGOV

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 common[…]

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

KBWD vs SGOV Returns, Every Period

InvescoKBWD

−1.9%

5 years, per year

SGOViShares

+3.9%

5 years, per year

KBWDSGOVFaded: behind in that period

0–4SGOV 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, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

REM0.48%$48

KBWD5.39%$539

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

Yields: KBWD, REM, SGOV

15.99%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.99%$1,599

REM11.52%$1,152

SGOV3.63%$363

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

SGOV$363 − $9 = $354

KeptFee

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

Overlap: KBWD, REM, SGOV

Today

29.2%most shared, KBWD and REM

KBWDREMSGOV

KBWD—29.2%[…]

REM29.2%—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% 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

KBWDSGOV

−12.9%Year to date+3.2%

16.0%Yield3.6%

−10.1%Past year+3.8%

5.39%Fee0.09%

3–1SGOV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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