Compare · 2 funds side by side · dividends reinvested

REM and JMTG

REMiShares×JMTGJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$7,496REM · best of the two

02 / 04

REM and JMTG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.37%4.51%+0.2%+0.9%[…][…]−4.8%4.0%$6.8B1.2

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.12%−15.1%−10.8%+6.6%−5.6%−26.3%18.8%$446M1.6

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 · JMTG 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

REM

JMTG

JPMorgan Mortgage-Backed Securities ETF · $6.8B[…]

$10,000 five years ago, dividends reinvested

REMMeasureJMTG

−15.1%Year to dateJan 1 → Nov 4+0.2%

−10.8%1 yearTotal return+0.9%

+6.6%3 years · per year$10,000 became $12,107 · […][…]

−5.6%5 years · per year$10,000 became $7,496 · […][…]

0.48%Expense ratio$48 · $37 a year on $10k · lower is better0.37%

11.12%Trailing 12-mo yield$1,112 · $451 a year on $10k4.51%

−26.3%Worst dropSmaller is better−4.8%

18.8%VolatilityLower is calmer4.0%

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

1–5JMTG 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 JMTG: Top 5 Holdings

Today

REM

55.8%in top 5

JMTG

in top 5[…]

REMStockJMTG

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

Held in common[…]

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

REM vs JMTG Returns, Every Period

iSharesREM

−10.8%

past year

JMTGJ.P. Morgan

+0.9%

past year

REMJMTGFaded: behind in that period

0–2JMTG wins

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

REM vs JMTG

YTD

iSharesREM

−15.1%

JMTGJ.P. Morgan

+0.2%

−15.1%Year to date+0.2%

−26.3%Worst drop · 1Y−4.8%

18.8%Volatility · 1Y4.0%

11.1%Yield4.5%

$446MAssets$6.8B

3–1JMTG wins

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

Cost, Income and Risk

Fees: REM, JMTG

Today

0.37%lowest, JMTG

FundExpense ratioFee$10k

JMTG0.37%$37

REM0.48%$48

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

Yields: REM, JMTG

11.12%highest, REM

FundTrailing yieldYield$10k

REM11.12%$1,112

JMTG4.51%$451

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

JMTG$451 − $37 = $414

KeptFee

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

Overlap: REM, JMTG

Today

[…]holdings […]

REMJMTG

REM—[…]

JMTG[…]—

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

Return vs Bumpiness: 2 ETFs

+0.9%JMTG, at 4.0% volatility

JMTGWorst drop−4.8%4.0% 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

REMJMTG

−15.1%Year to date+0.2%

11.1%Yield4.5%

−10.8%Past year+0.9%

0.48%Fee0.37%

3–1JMTG wins

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