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$12,091SGOV · 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%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.3

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.83%−12.0%−9.1%+3.3%−1.9%−23.4%17.5%$331M2.0

iShares Mortgage Real Estate ETFBonds & Cash · Mortgage0.48%11.39%−17.1%−13.3%+2.6%−6.3%−26.3%19.0%$434M2.8

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

End-of-day Nov 9, 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 · $434M$7,204

REM

KBWD

Invesco KBW High Dividend Yield Financial ETF · $331M$9,095

$10,000 five years ago, dividends reinvested · they hold 29.2% in common

REMMeasureKBWD

−17.1%Year to dateJan 1 → Nov 9−12.0%

−13.3%1 yearTotal return−9.1%

+2.6%3 years · per year$10,000 became $10,801 · $11,026+3.3%

−6.3%5 years · per year$10,000 became $7,204 · $9,095−1.9%

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

11.39%Trailing 12-mo yield$1,139 · $1,583 a year on $10k15.83%

−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 9, 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

56.2%in top 5

KBWD

in top 519.9%

REMStockKBWD

23.4%NLYnot top 5

16.2%AGNCnot top 5

6.7%STWDnot top 5

5.2%RITMnot top 5

4.7%EFCnot top 5

not top 5IVR4.1%

not top 5PMT4.1%

not top 5ARR3.9%

not top 5ORC3.9%

not top 5FSK3.8%

Held in common29.2%

End-of-day Nov 9, 2026 · share of each fund

REM vs KBWD Returns, Every Period

iSharesREM

−6.3%

5 years, per year

KBWDInvesco

−1.9%

5 years, per year

REMKBWDFaded: behind in that period

0–4KBWD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: REM vs KBWD

YTD

iSharesREM

−17.1%

KBWDInvesco

−12.0%

−17.1%Year to date−12.0%

−26.3%Worst drop · 1Y−23.4%

19.0%Volatility · 1Y17.5%

11.4%Yield15.8%

$434MAssets$331M

4–0KBWD wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: REM, KBWD, SGOV

15.83%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.83%$1,583

REM11.39%$1,139

SGOV3.63%$363

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,091most kept, REM

REM$1,139 − $48 = $1,091

KBWD$1,583 − $539 = $1,044

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: REM, KBWD, SGOV

Today

29.2%most shared, REM and KBWD

REMKBWDSGOV

REM—29.2%[…]

KBWD29.2%—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

KBWDWorst drop−23.4%17.5% vol

REMWorst drop−26.3%19.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDSGOV

−12.0%Year to date+3.2%

15.8%Yield3.6%

−9.1%Past year+3.8%

5.39%Fee0.09%

3–1SGOV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026