Compare · 4 funds side by side · dividends reinvested

REM, KBWD, SCHD and VIG

REMiShares×KBWDInvesco×SCHDSchwab×VIGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,653VIG · best of the four

Story of the four · IncomeMost incomeKBWD · 16.15% · $1,615 a year on $10k

Story of the four · RiskSmallest drop

REM, KBWD, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.9

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%16.15%−13.7%−10.9%+2.3%−2.3%−23.4%17.6%$334M2.9

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.85%−20.4%−16.7%+0.9%−7.0%−26.5%19.1%$434M3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: REM 2007 · KBWD 2010 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Mortgage Real Estate ETF · $434M$6,965

REM

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REM vs KBWD: Top 5 Holdings

Today

REM

56.7%in top 5

KBWD

in top 519.8%

REMStockKBWD

23.6%NLYnot top 5

16.3%AGNCnot top 5

6.7%STWDnot top 5

5.3%RITMnot top 5

4.8%EFCnot top 5

Cost, Income and Risk

Fees: REM, KBWD, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

REM0.48%$48

KBWD5.39%$539

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

KBWD

Invesco KBW High Dividend Yield Financial ETF · $334M$8,887

$10,000 five years ago, dividends reinvested · they hold 27.4% in common

REMMeasureKBWD

−20.4%Year to dateJan 1 → Nov 11−13.7%

−16.7%1 yearTotal return−10.9%

+0.9%3 years · per year$10,000 became $10,283 · $10,700+2.3%

−7.0%5 years · per year$10,000 became $6,965 · $8,887−2.3%

0.48%Expense ratio$48 · $539 a year on $10k · lower is better5.39%

11.85%Trailing 12-mo yield$1,185 · $1,615 a year on $10k16.15%

−26.5%Worst dropSmaller is better−23.4%

19.1%VolatilityLower is calmer17.6%

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

1–7KBWD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PMT4.1%

not top 5IVR4.1%

not top 5FSK3.9%

not top 5AINV3.9%

not top 5ARR3.8%

Held in common27.4%

End-of-day Nov 11, 2026 · share of each fund

REM vs KBWD Returns, Every Period

5Y

iSharesREM

−7.0%

5 years, per year

KBWDInvesco

−2.3%

5 years, per year

REMKBWDFaded: behind in that period

0–4KBWD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Income: REM vs KBWD

YTD

iSharesREM

−20.4%

KBWDInvesco

−13.7%

−20.4%Year to date−13.7%

−26.5%Worst drop · 1Y−23.4%

19.1%Volatility · 1Y17.6%

11.9%Yield16.1%

$434MAssets$334M

4–0KBWD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: REM, KBWD, SCHD, VIG

1Y

16.15%highest, KBWD

FundTrailing yieldYield$10k

KBWD16.15%$1,615

REM11.85%$1,185

SCHD2.93%$293

VIG1.45%$145

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,137most kept, REM

REM$1,185 − $48 = $1,137

KBWD$1,615 − $539 = $1,076

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: REM, KBWD, SCHD, VIG

Today

27.4%most shared, REM and KBWD

REMKBWDSCHDVIG

REM—27.4%0.0%0.0%

KBWD27.4%—0.1%0.0%

SCHD0.0%0.1%—14.5%

VIG0.0%0.0%14.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

KBWDWorst drop−23.4%17.6% vol

REMWorst drop−26.5%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDSCHD

−13.7%Year to date+34.6%

16.1%Yield2.9%

−10.9%Past year+39.3%

5.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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REM, KBWD, SCHD and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four