Compare · 3 funds side by side · dividends reinvested

REM, KBWD and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeKBWD · 15.95% · $1,595 a year on $10k

Story of the three · RiskSmallest drop

REM, KBWD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.3

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.95%−12.6%−10.1%+2.4%−1.9%−23.4%17.5%$331M2.0

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.60%−18.6%−15.6%+1.1%−6.4%−26.3%19.0%$440M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: REM 2007 · KBWD 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Mortgage Real Estate ETF · $440M$7,175

REM

KBWD

Invesco KBW High Dividend Yield Financial ETF · $331M$9,104

$10,000 five years ago, dividends reinvested · they hold 27.7% in common

REM

More Ways to See the Pairs

REM vs KBWD: Top 5 Holdings

Today

REM

56.5%in top 5

KBWD

in top 520.0%

REMStockKBWD

23.5%NLYnot top 5

16.3%AGNCnot top 5

6.6%STWDnot top 5

5.3%RITMnot top 5

4.7%EFCnot top 5

Cost, Income and Risk

Fees: REM, KBWD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

REM0.48%$48

KBWD5.39%$539

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

Yields: REM, KBWD, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

KBWD

−18.6%Year to dateJan 1 → Nov 10−12.6%

−15.6%1 yearTotal return−10.1%

+1.1%3 years · per year$10,000 became $10,345 · $10,745+2.4%

−6.4%5 years · per year$10,000 became $7,175 · $9,104−1.9%

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

11.60%Trailing 12-mo yield$1,160 · $1,595 a year on $10k15.95%

−26.3%Worst dropSmaller is better−23.4%

19.0%VolatilityLower is calmer17.5%

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

1–7KBWD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PMT4.2%

not top 5IVR4.1%

not top 5ARR3.9%

not top 5ORC3.9%

not top 5FSK3.9%

Held in common27.7%

End-of-day Nov 10, 2026 · share of each fund

REM vs KBWD Returns, Every Period

5Y

iSharesREM

−6.4%

5 years, per year

KBWDInvesco

−1.9%

5 years, per year

REMKBWDFaded: behind in that period

0–4KBWD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Income: REM vs KBWD

YTD

iSharesREM

−18.6%

KBWDInvesco

−12.6%

−18.6%Year to date−12.6%

−26.3%Worst drop · 1Y−23.4%

19.0%Volatility · 1Y17.5%

11.6%Yield15.9%

$440MAssets$331M

4–0KBWD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

15.95%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.95%$1,595

REM11.60%$1,160

SCHD2.94%$294

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,112most kept, REM

REM$1,160 − $48 = $1,112

KBWD$1,595 − $539 = $1,056

SCHD$294 − $6 = $288

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: REM, KBWD, SCHD

Today

27.7%most shared, REM and KBWD

REMKBWDSCHD

REM—27.7%0.0%

KBWD27.7%—0.1%

SCHD0.0%0.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

KBWDWorst drop−23.4%17.5% vol

REMWorst drop−26.3%19.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDSCHD

−12.6%Year to date+33.8%

15.9%Yield2.9%

−10.1%Past year+38.8%

5.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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REM, KBWD and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three