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%$331M2.0

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.52%−18.0%−15.1%+3.6%−6.2%−26.3%19.0%$434M2.8

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

iShares Mortgage Real Estate ETF · $434M$7,245

REM

KBWD

Invesco KBW High Dividend Yield Financial ETF · $331M$9,094

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

REMMeasureKBWD

−18.0%Year to dateJan 1 → Nov 6−12.9%

−15.1%1 yearTotal return−10.1%

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

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

0.48%Expense ratio$48 · $539 a year on $10k · lower is better5.39%

11.52%Trailing 12-mo yield$1,152 · $1,599 a year on $10k15.99%

−26.3%Worst dropSmaller is better−23.4%

19.0%VolatilityLower is calmer17.5%

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

1–7KBWD wins

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

More Ways to See the Pairs

REM vs KBWD: Top 5 Holdings

Today

REM

56.0%in top 5

KBWD

in top 520.0%

REMStockKBWD

23.1%NLYnot top 5

15.9%AGNCnot top 5

7.0%STWDnot top 5

5.2%RITMnot top 5

4.7%EFCnot top 5

not top 5PMT4.3%

not top 5IVR4.1%

not top 5ORC3.9%

not top 5ARR3.9%

not top 5AINV3.8%

Held in common29.2%

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

REM vs KBWD Returns, Every Period

iSharesREM

−6.2%

5 years, per year

KBWDInvesco

−1.9%

5 years, per year

REMKBWDFaded: behind in that period

0–4KBWD wins

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

Bonds vs Income: REM vs KBWD

YTD

iSharesREM

−18.0%

KBWDInvesco

−12.9%

−18.0%Year to date−12.9%

−26.3%Worst drop · 1Y−23.4%

19.0%Volatility · 1Y17.5%

11.5%Yield16.0%

$434MAssets$331M

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$48.3B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026