Compare · 2 funds side by side · dividends reinvested

KBWD and REM

KBWDInvesco×REMiShares×
$6k$7k$8k$9k$10k$11k$12kLow $7,238 · 2022KBWD$9,147REM$7,356Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,147KBWD · 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%15.86%−12.1%−9.0%+5.1%−1.8%−23.4%17.5%$342M1.1
iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.32%−16.6%−13.1%+5.0%−6.0%−26.3%18.9%$442M1.9
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: KBWD 2010 · REM 2007
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Head to Head

5Y
Invesco KBW High Dividend Yield Financial ETF · $342M$9,147
KBWD
REM
iShares Mortgage Real Estate ETF · $442M$7,356

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

KBWDMeasureREM
−12.1%Year to dateJan 1 → Nov 5−16.6%
−9.0%1 yearTotal return−13.1%
+5.1%3 years · per year$10,000 became $11,600 · $11,589+5.0%
−1.8%5 years · per year$10,000 became $9,148 · $7,356−6.0%
5.39%Expense ratio$539 · $48 a year on $10k · lower is better0.48%
15.86%Trailing 12-mo yield$1,586 · $1,132 a year on $10k11.32%
−23.4%Worst dropSmaller is better−26.3%
17.5%VolatilityLower is calmer18.9%
KBWDREM Winner of the row, in its colourEach row: the bigger of the two fills its side
7–1KBWD wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

KBWD vs REM: Top 5 Holdings

Today
19.7%in top 5
REM
in top 555.6%
KBWDStockREM
not top 5NLY22.9%
not top 5AGNC15.8%
not top 5STWD6.9%
not top 5RITM5.2%
not top 5EFC4.8%
4.2%PMTnot top 5
4.1%IVRnot top 5
3.8%ARRnot top 5
3.8%ORCnot top 5
3.8%AINVnot top 5
Held in common29.2%
End-of-day Nov 5, 2026 · share of each fund
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KBWD vs REM Returns, Every Period

5Y
InvescoKBWD
−1.8%
5 years, per year
REMiShares
−6.0%
5 years, per year
−20%−10%0%+10%−12.1%−16.6%YTD−9.0%−13.1%1 year+5.1%+5.0%3 yrs · yr−1.8%−6.0%5 yrs · yr
KBWDREMFaded: behind in that period
4–0KBWD wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
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Income vs Bonds: KBWD vs REM

YTD
InvescoKBWD
−12.1%
REMiShares
−16.6%
Jan 1Nov 5−12.1%−16.6%
−12.1%Year to date−16.6%
−23.4%Worst drop · 1Y−26.3%
17.5%Volatility · 1Y18.9%
15.9%Yield11.3%
$342MAssets$442M
4–0KBWD wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
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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 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: KBWD, REM

1Y
15.86%highest, KBWD
FundTrailing yieldYield$10k
KBWD15.86%$1,586
REM11.32%$1,132
End-of-day Nov 5, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$1,084most kept, REM
REM$1,132 − $48 = $1,084
KBWD$1,586 − $539 = $1,047
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: KBWD, REM

Today
29.2%most shared, KBWD and REM
KBWDREM
KBWD—29.2%
REM29.2%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
−9.0%KBWD, at 17.5% volatility
−15%−10%−5%0%+5%10%15%20%25%Volatility · 1 year → bumpierKBWD −9.0%REM −13.1%
KBWDWorst drop−23.4%17.5% vol
REMWorst drop−26.3%18.9% vol
End-of-day Nov 5, 2026 · up and left is better
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Paid More vs Made More

YTD
KBWDREM
Jan 1Nov 5−12.1%−16.6%
−12.1%Year to date−16.6%
15.9%Yield11.3%
−9.0%Past year−13.1%
5.39%Fee0.48%
3–1KBWD wins
End-of-day Nov 5, 2026
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Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.6BAssets$46.8B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.4%
SPYSPDR
+8.3%
Jan 1Nov 5+8.4%+8.3%
+8.4%Year to date+8.3%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com