Compare · 2 funds side by side · dividends reinvested

REM and HSMV

REMiShares×HSMVFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,311HSMV · best of the two

02 / 04

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%+9.3%+12.0%+4.2%−9.0%10.6%$6M1.3

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.12%−15.1%−10.8%+6.6%−5.6%−26.3%18.8%$446M1.8

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: REM 2007 · HSMV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

REM

HSMV

First Trust Horizon Managed Volatility Small/Mid ETF · $6M$12,311

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

REMMeasureHSMV

−15.1%Year to dateJan 1 → Nov 4+7.0%

−10.8%1 yearTotal return+9.3%

+6.6%3 years · per year$10,000 became $12,107 · $14,034+12.0%

−5.6%5 years · per year$10,000 became $7,496 · $12,311+4.2%

0.48%Expense ratio$48 · $80 a year on $10k · lower is better0.80%

11.12%Trailing 12-mo yield$1,112 · $442 a year on $10k4.42%

−26.3%Worst dropSmaller is better−9.0%

18.8%VolatilityLower is calmer10.6%

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

2–6HSMV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

REM vs HSMV: Top 5 Holdings

Today

REM

55.8%in top 5

HSMV

in top 59.2%

REMStockHSMV

22.9%NLYnot top 5

15.8%AGNCnot top 5

7.0%STWDnot top 5

5.2%RITMnot top 5

4.8%EFCnot top 5

not top 5INGR2.2%

not top 5DLB2.1%

not top 5PECO1.7%

not top 5AM1.6%

not top 5BCPC1.6%

Held in common3.8%

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

REM vs HSMV Returns, Every Period

iSharesREM

−5.6%

5 years, per year

HSMVFirst Trust

+4.2%

5 years, per year

REMHSMVFaded: behind in that period

0–4HSMV wins

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

Bonds vs Unsorted: REM vs HSMV

YTD

iSharesREM

−15.1%

HSMVFirst Trust

+7.0%

−15.1%Year to date+7.0%

−26.3%Worst drop · 1Y−9.0%

18.8%Volatility · 1Y10.6%

11.1%Yield4.4%

$446MAssets$5.6M

3–1HSMV wins

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

Cost, Income and Risk

Fees: REM, HSMV

Today

0.48%lowest, REM

FundExpense ratioFee$10k

REM0.48%$48

HSMV0.80%$80

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

Yields: REM, HSMV

11.12%highest, REM

FundTrailing yieldYield$10k

REM11.12%$1,112

HSMV4.42%$442

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,064most kept, REM

REM$1,112 − $48 = $1,064

HSMV$442 − $80 = $362

KeptFee

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

Overlap: REM, HSMV

Today

3.8%most shared, REM and HSMV

REMHSMV

REM—3.8%

HSMV3.8%—

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

Return vs Bumpiness: 2 ETFs

+9.3%HSMV, at 10.6% volatility

HSMVWorst drop−9.0%10.6% 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

REMHSMV

−15.1%Year to date+7.0%

11.1%Yield4.4%

−10.8%Past year+9.3%

0.48%Fee0.80%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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