Compare · 3 funds side by side · dividends reinvested

MORT, REM and KBWD

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

02 / 04

MORT, REM 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%$335M1.5

VanEck Mortgage REIT Income ETFBonds & Cash · Mortgage0.43%18.09%−15.7%−11.9%+6.2%−5.5%−26.9%18.7%$311M2.3

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.12%−15.1%−10.8%+6.6%−5.6%−26.3%18.8%$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 4, 2026 · returns include dividends · since: MORT 2011 · REM 2007 · KBWD 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

MORT

REM

iShares Mortgage Real Estate ETF · $446M$7,496

$10,000 five years ago, dividends reinvested · they hold 91.0% in common

MORTMeasureREM

−15.7%Year to dateJan 1 → Nov 4−15.1%

−11.9%1 yearTotal return−10.8%

+6.2%3 years · per year$10,000 became $11,988 · $12,107+6.6%

−5.5%5 years · per year$10,000 became $7,538 · $7,496−5.6%

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

18.09%Trailing 12-mo yield$1,809 · $1,112 a year on $10k11.12%

−26.9%Worst dropSmaller is better−26.3%

18.7%VolatilityLower is calmer18.8%

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

4–4Level

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 REM: Top 5 Holdings

Today

MORT

52.5%in top 5

REM

in top 555.8%

MORTStockREM

19.0%NLY22.9%

15.0%AGNC15.8%

6.5%STWD7.0%

6.8%RITM5.2%

5.2%DXnot top 5

not top 5EFC4.8%

Held in common91.0%

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

MORT vs REM Returns, Every Period

VanEckMORT

−5.5%

5 years, per year

REMiShares

−5.6%

5 years, per year

MORTREMFaded: behind in that period

1–3REM 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, REM, KBWD

Today

0.43%lowest, MORT

FundExpense ratioFee$10k

MORT0.43%$43

REM0.48%$48

KBWD5.39%$539

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

Yields: MORT, REM, KBWD

18.09%highest, MORT

FundTrailing yieldYield$10k

MORT18.09%$1,809

KBWD15.61%$1,561

REM11.12%$1,112

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

REM$1,112 − $48 = $1,064

KBWD$1,561 − $539 = $1,022

KeptFee

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

Overlap: MORT, REM, KBWD

Today

91.0%most shared, MORT and REM

MORTREMKBWD

MORT—91.0%31.4%

REM91.0%—29.1%

KBWD31.4%29.1%—

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

Return vs Bumpiness: 3 ETFs

−7.5%KBWD, at 17.4% volatility

KBWDWorst drop−23.4%17.4% vol

MORTWorst drop−26.9%18.7% vol

REMWorst drop−26.3%18.8% 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 Three

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