Compare · 3 funds side by side · dividends reinvested

MORT, REM and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,091SGOV · best of the three

02 / 04

MORT, REM and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.3

VanEck Mortgage REIT Income ETFBonds & Cash · Mortgage0.43%18.51%−17.6%−13.9%+2.4%−6.2%−26.9%18.9%$315M2.4

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.39%−17.1%−13.3%+2.6%−6.3%−26.3%19.0%$434M2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: MORT 2011 · REM 2007 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Mortgage REIT Income ETF · $315M$7,262

MORT

REM

iShares Mortgage Real Estate ETF · $434M$7,204

$10,000 five years ago, dividends reinvested · they hold 91.5% in common

MORTMeasureREM

−17.6%Year to dateJan 1 → Nov 9−17.1%

−13.9%1 yearTotal return−13.3%

+2.4%3 years · per year$10,000 became $10,722 · $10,801+2.6%

−6.2%5 years · per year$10,000 became $7,262 · $7,204−6.3%

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

18.51%Trailing 12-mo yield$1,851 · $1,139 a year on $10k11.39%

−26.9%Worst dropSmaller is better−26.3%

18.9%VolatilityLower is calmer19.0%

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

4–4Level

End-of-day Nov 9, 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

53.7%in top 5

REM

in top 556.2%

MORTStockREM

19.6%NLY23.4%

15.5%AGNC16.2%

6.9%RITM5.2%

6.3%STWD6.7%

5.4%DXnot top 5

not top 5EFC4.7%

Held in common91.5%

End-of-day Nov 9, 2026 · share of each fund

MORT vs REM Returns, Every Period

VanEckMORT

−6.2%

5 years, per year

REMiShares

−6.3%

5 years, per year

MORTREMFaded: behind in that period

1–3REM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

MORT vs REM

YTD

VanEckMORT

−17.6%

REMiShares

−17.1%

−17.6%Year to date−17.1%

−26.9%Worst drop · 1Y−26.3%

18.9%Volatility · 1Y19.0%

18.5%Yield11.4%

$315MAssets$434M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MORT, REM, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

MORT0.43%$43

REM0.48%$48

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MORT, REM, SGOV

18.51%highest, MORT

FundTrailing yieldYield$10k

MORT18.51%$1,851

REM11.39%$1,139

SGOV3.63%$363

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,808most kept, MORT

MORT$1,851 − $43 = $1,808

REM$1,139 − $48 = $1,091

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MORT, REM, SGOV

Today

91.5%most shared, MORT and REM

MORTREMSGOV

MORT—91.5%[…]

REM91.5%—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

MORTWorst drop−26.9%18.9% vol

REMWorst drop−26.3%19.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MORTSGOV

−17.6%Year to date+3.2%

18.5%Yield3.6%

−13.9%Past year+3.8%

0.43%Fee0.09%

3–1SGOV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026