Compare · 2 funds side by side · dividends reinvested

MORT and KBWD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,364KBWD · best of the two

02 / 04

MORT and KBWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.61%−10.7%−7.5%+6.3%−1.3%−23.4%17.4%$335M1.3

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 · KBWD 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

MORT

KBWD

Invesco KBW High Dividend Yield Financial ETF · $335M$9,364

$10,000 five years ago, dividends reinvested · they hold 31.4% in common

MORTMeasureKBWD

−15.7%Year to dateJan 1 → Nov 4−10.7%

−11.9%1 yearTotal return−7.5%

+6.2%3 years · per year$10,000 became $11,988 · $12,018+6.3%

−5.5%5 years · per year$10,000 became $7,538 · $9,364−1.3%

0.43%Expense ratio$43 · $539 a year on $10k · lower is better5.39%

18.09%Trailing 12-mo yield$1,809 · $1,561 a year on $10k15.61%

−26.9%Worst dropSmaller is better−23.4%

18.7%VolatilityLower is calmer17.4%

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

2–6KBWD 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 KBWD: Top 5 Holdings

Today

MORT

52.5%in top 5

KBWD

in top 519.7%

MORTStockKBWD

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 5PMT4.2%

not top 5IVR4.1%

not top 5AINV3.9%

not top 5ARR3.8%

not top 5ORC3.8%

Held in common31.4%

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

MORT vs KBWD Returns, Every Period

VanEckMORT

−5.5%

5 years, per year

KBWDInvesco

−1.3%

5 years, per year

MORTKBWDFaded: behind in that period

0–4KBWD wins

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

Bonds vs Income: MORT vs KBWD

YTD

VanEckMORT

−15.7%

KBWDInvesco

−10.7%

−15.7%Year to date−10.7%

−26.9%Worst drop · 1Y−23.4%

18.7%Volatility · 1Y17.4%

18.1%Yield15.6%

$311MAssets$335M

3–1KBWD wins

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

Cost, Income and Risk

Fees: MORT, KBWD

Today

0.43%lowest, MORT

FundExpense ratioFee$10k

MORT0.43%$43

KBWD5.39%$539

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

Yields: MORT, KBWD

18.09%highest, MORT

FundTrailing yieldYield$10k

MORT18.09%$1,809

KBWD15.61%$1,561

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

KBWD$1,561 − $539 = $1,022

KeptFee

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

Overlap: MORT, KBWD

Today

31.4%most shared, MORT and KBWD

MORTKBWD

MORT—31.4%

KBWD31.4%—

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

Return vs Bumpiness: 2 ETFs

−7.5%KBWD, at 17.4% volatility

KBWDWorst drop−23.4%17.4% 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

MORTKBWD

−15.7%Year to date−10.7%

18.1%Yield15.6%

−11.9%Past year−7.5%

0.43%Fee5.39%

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