Compare · 3 funds side by side · dividends reinvested

MORT, KBWD and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

MORT, KBWD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.3

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.61%−10.7%−7.5%+6.3%−1.3%−23.4%17.4%$331M2.1

VanEck Mortgage REIT Income ETFBonds & Cash · Mortgage0.43%18.09%−15.7%−11.9%+6.2%−5.5%−26.9%18.7%$324M2.6

Rank among the three1st → 3rdFee, 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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Mortgage REIT Income ETF · $324M$7,538

MORT

KBWD

Invesco KBW High Dividend Yield Financial ETF · $331M$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%

$324MAssets$331M

3–1KBWD wins

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

Cost, Income and Risk

Fees: MORT, KBWD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MORT0.43%$43

KBWD5.39%$539

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

Yields: MORT, KBWD, SCHD

18.09%highest, MORT

FundTrailing yieldYield$10k

MORT18.09%$1,809

KBWD15.61%$1,561

SCHD2.91%$291

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

SCHD$291 − $6 = $285

KeptFee

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

Overlap: MORT, KBWD, SCHD

Today

31.4%most shared, MORT and KBWD

MORTKBWDSCHD

MORT—31.4%0.0%

KBWD31.4%—0.1%

SCHD0.0%0.1%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

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

MORTSCHD

−15.7%Year to date+35.3%

18.1%Yield2.9%

−11.9%Past year+41.6%

0.43%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026