Compare · 2 funds side by side · dividends reinvested

MORT and HSMV

MORTVanEck×HSMVFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,311HSMV · best of the two

02 / 04

MORT and HSMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Horizon Managed Volatility Small/Mid ETFUnsorted0.80%4.42%+7.0%+9.3%+12.0%+4.2%−9.0%10.6%$6M1.3

VanEck Mortgage REIT Income ETFBonds & Cash · Mortgage0.43%18.09%−15.7%−11.9%+6.2%−5.5%−26.9%18.7%$311M1.8

Rank among the two1st → 2ndFee, 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: MORT 2011 · HSMV 2020

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Mortgage REIT Income ETF · $311M$7,538

MORT

HSMV

First Trust Horizon Managed Volatility Small/Mid ETF · $6M$12,311

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

MORTMeasureHSMV

−15.7%Year to dateJan 1 → Nov 4+7.0%

−11.9%1 yearTotal return+9.3%

+6.2%3 years · per year$10,000 became $11,988 · $14,034+12.0%

−5.5%5 years · per year$10,000 became $7,538 · $12,311+4.2%

0.43%Expense ratio$43 · $80 a year on $10k · lower is better0.80%

18.09%Trailing 12-mo yield$1,809 · $442 a year on $10k4.42%

−26.9%Worst dropSmaller is better−9.0%

18.7%VolatilityLower is calmer10.6%

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

2–6HSMV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MORT vs HSMV: Top 5 Holdings

Today

MORT

52.5%in top 5

HSMV

in top 59.2%

MORTStockHSMV

19.0%NLYnot top 5

15.0%AGNCnot top 5

6.8%RITMnot top 5

6.5%STWDnot top 5

5.2%DXnot top 5

not top 5INGR2.2%

not top 5DLB2.1%

not top 5PECO1.7%

not top 5AM1.6%

not top 5BCPC1.6%

Held in common3.8%

End-of-day Nov 4, 2026 · share of each fund

MORT vs HSMV Returns, Every Period

VanEckMORT

−5.5%

5 years, per year

HSMVFirst Trust

+4.2%

5 years, per year

MORTHSMVFaded: behind in that period

0–4HSMV wins

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

Bonds vs Unsorted: MORT vs HSMV

YTD

VanEckMORT

−15.7%

HSMVFirst Trust

+7.0%

−15.7%Year to date+7.0%

−26.9%Worst drop · 1Y−9.0%

18.7%Volatility · 1Y10.6%

18.1%Yield4.4%

$311MAssets$5.6M

3–1HSMV wins

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

Cost, Income and Risk

Fees: MORT, HSMV

Today

0.43%lowest, MORT

FundExpense ratioFee$10k

MORT0.43%$43

HSMV0.80%$80

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

Yields: MORT, HSMV

18.09%highest, MORT

FundTrailing yieldYield$10k

MORT18.09%$1,809

HSMV4.42%$442

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

Income After Fees on $10,000

$1,766most kept, MORT

MORT$1,809 − $43 = $1,766

HSMV$442 − $80 = $362

KeptFee

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

Overlap: MORT, HSMV

Today

3.8%most shared, MORT and HSMV

MORTHSMV

MORT—3.8%

HSMV3.8%—

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

Return vs Bumpiness: 2 ETFs

+9.3%HSMV, at 10.6% volatility

HSMVWorst drop−9.0%10.6% vol

MORTWorst drop−26.9%18.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MORTHSMV

−15.7%Year to date+7.0%

18.1%Yield4.4%

−11.9%Past year+9.3%

0.43%Fee0.80%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026