Compare · 3 funds side by side · dividends reinvested

REM, KBWD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

REM, KBWD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.5

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.61%−10.7%−7.5%+6.3%−1.3%−23.4%17.4%$331M2.0

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.12%−15.1%−10.8%+6.6%−5.6%−26.3%18.8%$449M2.5

Rank among the three1st → 3rdFee, 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 · KBWD 2010 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Mortgage Real Estate ETF · $449M$7,496

REM

KBWD

Invesco KBW High Dividend Yield Financial ETF · $331M$9,364

$10,000 five years ago, dividends reinvested · they hold 29.1% in common

REMMeasureKBWD

−15.1%Year to dateJan 1 → Nov 4−10.7%

−10.8%1 yearTotal return−7.5%

+6.6%3 years · per year$10,000 became $12,107 · $12,018+6.3%

−5.6%5 years · per year$10,000 became $7,496 · $9,364−1.3%

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

11.12%Trailing 12-mo yield$1,112 · $1,561 a year on $10k15.61%

−26.3%Worst dropSmaller is better−23.4%

18.8%VolatilityLower is calmer17.4%

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

2–6KBWD 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 KBWD: Top 5 Holdings

Today

REM

55.8%in top 5

KBWD

in top 519.7%

REMStockKBWD

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 5PMT4.2%

not top 5IVR4.1%

not top 5AINV3.9%

not top 5ARR3.8%

not top 5ORC3.8%

Held in common29.1%

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

REM vs KBWD Returns, Every Period

iSharesREM

−5.6%

5 years, per year

KBWDInvesco

−1.3%

5 years, per year

REMKBWDFaded: behind in that period

1–3KBWD wins

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

Bonds vs Income: REM vs KBWD

YTD

iSharesREM

−15.1%

KBWDInvesco

−10.7%

−15.1%Year to date−10.7%

−26.3%Worst drop · 1Y−23.4%

18.8%Volatility · 1Y17.4%

11.1%Yield15.6%

$449MAssets$331M

4–0KBWD wins

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

Cost, Income and Risk

Fees: REM, KBWD, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

REM0.48%$48

KBWD5.39%$539

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

Yields: REM, KBWD, SGOV

15.61%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.61%$1,561

REM11.12%$1,112

SGOV3.63%$363

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

KBWD$1,561 − $539 = $1,022

SGOV$363 − $9 = $354

KeptFee

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

Overlap: REM, KBWD, SGOV

Today

29.1%most shared, REM and KBWD

REMKBWDSGOV

REM—29.1%[…]

KBWD29.1%—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

KBWDWorst drop−23.4%17.4% 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

KBWDSGOV

−10.7%Year to date+3.1%

15.6%Yield3.6%

−7.5%Past year+3.7%

5.39%Fee0.09%

3–1SGOV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026