Compare · 2 funds side by side · dividends reinvested

MORT and SGOV

MORTVanEck×SGOViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,086SGOV · best of the two

02 / 04

MORT 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%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.3

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 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

MORT

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

$10,000 five years ago, dividends reinvested

MORTMeasureSGOV

−15.7%Year to dateJan 1 → Nov 4+3.1%

−11.9%1 yearTotal return+3.7%

+6.2%3 years · per year$10,000 became $11,988 · $11,419+4.5%

−5.5%5 years · per year$10,000 became $7,538 · $12,086+3.9%

0.43%Expense ratio$43 · $9 a year on $10k · lower is better0.09%

18.09%Trailing 12-mo yield$1,809 · $363 a year on $10k3.63%

−26.9%Worst dropSmaller is better0.0%

18.7%VolatilityLower is calmer0.2%

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

2–6SGOV 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 SGOV: Top 5 Holdings

Today

MORT

52.5%in top 5

SGOV

in top 5[…]

MORTStockSGOV

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

Held in common[…]

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

MORT vs SGOV Returns, Every Period

VanEckMORT

−5.5%

5 years, per year

SGOViShares

+3.9%

5 years, per year

MORTSGOVFaded: behind in that period

1–3SGOV wins

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

MORT vs SGOV

YTD

VanEckMORT

−15.7%

SGOViShares

+3.1%

−15.7%Year to date+3.1%

−26.9%Worst drop · 1Y+0.0%

18.7%Volatility · 1Y0.2%

18.1%Yield3.6%

$311MAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: MORT, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

MORT0.43%$43

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

Yields: MORT, SGOV

18.09%highest, MORT

FundTrailing yieldYield$10k

MORT18.09%$1,809

SGOV3.63%$363

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

SGOV$363 − $9 = $354

KeptFee

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

Overlap: MORT, SGOV

Today

[…]holdings […]

MORTSGOV

MORT—[…]

SGOV[…]—

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

Return vs Bumpiness: 2 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% 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

MORTSGOV

−15.7%Year to date+3.1%

18.1%Yield3.6%

−11.9%Past year+3.7%

0.43%Fee0.09%

3–1SGOV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.1B

1–0BIL wins

End-of-day Nov 4, 2026

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