Compare · 3 funds side by side · dividends reinvested

MORT, REM and HSMV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,125HSMV · best of the three

02 / 04

MORT, REM 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%+9.6%+12.3%+3.9%−9.0%10.6%$6M1.5

VanEck Mortgage REIT Income ETFBonds & Cash · Mortgage0.43%18.85%−19.1%−15.2%+5.2%−6.4%−26.9%18.2%$311M2.3

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.61%−18.7%−14.4%+5.4%−6.6%−26.3%18.3%$446M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MORT 2011 · REM 2007 · HSMV 2020

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Mortgage REIT Income ETF · $311M$7,185

MORT

REM

iShares Mortgage Real Estate ETF · $446M$7,117

$10,000 five years ago, dividends reinvested · they hold 91.2% in common

MORTMeasureREM

−19.1%Year to dateJan 1 → Nov 3−18.7%

−15.2%1 yearTotal return−14.4%

+5.2%3 years · per year$10,000 became $11,644 · $11,725+5.4%

−6.4%5 years · per year$10,000 became $7,185 · $7,117−6.6%

0.43%Expense ratio$43 · $48 a year on $10k · lower is better0.48%

18.85%Trailing 12-mo yield$1,885 · $1,161 a year on $10k11.61%

−26.9%Worst dropSmaller is better−26.3%

18.2%VolatilityLower is calmer18.3%

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

4–4Level

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

More Ways to See the Pairs

MORT vs REM: Top 5 Holdings

Today

MORT

52.5%in top 5

REM

in top 555.6%

MORTStockREM

18.9%NLY22.8%

15.0%AGNC15.9%

6.9%RITM5.3%

6.4%STWD6.8%

5.2%DXnot top 5

not top 5EFC4.8%

Held in common91.2%

End-of-day Nov 3, 2026 · share of each fund

MORT vs REM Returns, Every Period

VanEckMORT

−6.4%

5 years, per year

REMiShares

−6.6%

5 years, per year

MORTREMFaded: behind in that period

1–3REM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MORT vs REM

YTD

VanEckMORT

−19.1%

REMiShares

−18.7%

−19.1%Year to date−18.7%

−26.9%Worst drop · 1Y−26.3%

18.2%Volatility · 1Y18.3%

18.9%Yield11.6%

$311MAssets$446M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MORT, REM, HSMV

Today

0.43%lowest, MORT

FundExpense ratioFee$10k

MORT0.43%$43

REM0.48%$48

HSMV0.80%$80

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MORT, REM, HSMV

18.85%highest, MORT

FundTrailing yieldYield$10k

MORT18.85%$1,885

REM11.61%$1,161

HSMV4.42%$442

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,842most kept, MORT

MORT$1,885 − $43 = $1,842

REM$1,161 − $48 = $1,113

HSMV$442 − $80 = $362

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MORT, REM, HSMV

Today

91.2%most shared, MORT and REM

MORTREMHSMV

MORT—91.2%3.8%

REM91.2%—3.8%

HSMV3.8%3.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.6%HSMV, at 10.6% volatility

HSMVWorst drop−9.0%10.6% vol

MORTWorst drop−26.9%18.2% vol

REMWorst drop−26.3%18.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MORTHSMV

−19.1%Year to date+7.0%

18.9%Yield4.4%

−15.2%Past year+9.6%

0.43%Fee0.80%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026