Compare · 3 funds side by side · dividends reinvested

REM, GCLO and HSMV

REMiShares×GCLOGuggenheim×HSMVFirst Trust×

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

02 / 04

REM, GCLO 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%$6M1.4

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.61%−18.7%−14.4%+5.4%−6.6%−26.3%18.3%$446M1.9

Guggenheim Investment Grade CLO ETFBonds & Cash · Corporate0.35%0.40%[…][…][…][…][…][…]$60M2.0

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: REM 2007 · GCLO 2026 · HSMV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

REM

GCLO

Guggenheim Investment Grade CLO ETF · $60M[…]

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

REMMeasureGCLO

−18.7%Year to dateJan 1 → Nov 3[…]

−14.4%1 yearTotal return[…]

+5.4%3 years · per year$10,000 became $11,725 · […][…]

−6.6%5 years · per year$10,000 became $7,117 · […][…]

0.48%Expense ratio$48 · $35 a year on $10k · lower is better0.35%

11.61%Trailing 12-mo yield$1,161 · $40 a year on $10k0.40%

−26.3%Worst dropSmaller is better[…]

18.3%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

REM vs GCLO: Top 5 Holdings

Today

REM

55.6%in top 5

GCLO

in top 549.5%

REMStockGCLO

22.8%NLYnot top 5

not top 5AGL18.4%

15.9%AGNCnot top 5

not top 5VMC15.1%

not top 5KKR10.2%

6.8%STWDnot top 5

not top 5OR5.8%

5.3%RITMnot top 5

4.8%EFCnot top 5

Held in common7.1%

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

REM vs GCLO Returns, Every Period

iSharesREM

−14.4%

past year

GCLOGuggenheim

[…]

past year

Returns […]

REMGCLOFaded: behind in that period

0–0Level

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

Bonds vs Unsorted: REM vs HSMV

YTD

iSharesREM

−18.7%

HSMVFirst Trust

+7.0%

−18.7%Year to date+7.0%

−26.3%Worst drop · 1Y−9.0%

18.3%Volatility · 1Y10.6%

11.6%Yield4.4%

$446MAssets$5.6M

3–1HSMV wins

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

Cost, Income and Risk

Fees: REM, GCLO, HSMV

Today

0.35%lowest, GCLO

FundExpense ratioFee$10k

GCLO0.35%$35

REM0.48%$48

HSMV0.80%$80

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

Yields: REM, GCLO, HSMV

11.61%highest, REM

FundTrailing yieldYield$10k

REM11.61%$1,161

HSMV4.42%$442

GCLO0.40%$40

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

Income After Fees on $10,000

$1,113most kept, REM

REM$1,161 − $48 = $1,113

HSMV$442 − $80 = $362

GCLO$40 − $35 = $5

KeptFee

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

Overlap: REM, GCLO, HSMV

Today

7.1%most shared, REM and GCLO

REMGCLOHSMV

REM—7.1%3.8%

GCLO7.1%—1.4%

HSMV3.8%1.4%—

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

REMWorst drop−26.3%18.3% vol

GCLOWorst drop[…][…]

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

Paid More vs Made More

YTD

REMHSMV

−18.7%Year to date+7.0%

11.6%Yield4.4%

−14.4%Past year+9.6%

0.48%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