DVDN vs MORT

ADVDN

BMORT

Measures won0–4MORT wins · of 6 · 5Y

$10,000 · 5Y$7,285MORT

Lowest cost0.43%MORT · $43 on $10k

Most income18.75%MORT · $1,875 on $10k

Smallest drop−26.9%MORT · worst fall in 1Y

Held in common34.0%DVDN and MORT

DVDN

MORT

Kingsbarn Dividend Opportunity ETF · $3MVanEck Mortgage REIT Income ETF · $315M

[…]3 years · per year[…] · $11,012+3.3%

[…]5 years · per year[…] · $7,285−6.1%

0.90%Expense ratio$90 · $43 on $10k · lower wins0.43%

16.27%12-mo yield$1,627 · $1,875 on $10k18.75%

−33.3%Worst dropSmaller wins−26.9%

19.3%VolatilityLower wins18.9%

0–4MORT wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVDN · MORT

7.0%DX5.2%

4.7%NLY19.1%

4.6%AGNC15.1%

4.5%EFC4.9%

Held in common34.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	18.75%	−1.9%	−18.7%	−16.1%	+3.3%	−6.1%	−26.9%	$315M
2	ADVDN	Kingsbarn Dividend Opportunity ETFRead Desk		0.90%	16.27%	−3.3%	−27.5%	−28.8%	new	new	−33.3%	$3M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	18.75%	−1.9%	−18.7%	−16.1%	+3.3%	−6.1%	−26.9%	$315M
2	ADVDN	Kingsbarn Dividend Opportunity ETFRead Desk		0.90%	16.27%	−3.3%	−27.5%	−28.8%	new	new	−33.3%	$3M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DVDN vs MORT

DVDN

Kingsbarn Dividend Opportunity

[…]

MORT

VanEck Mortgage REIT Income

$7,285

MeasureDVDNMORT

Fee0.90%0.43%

Cost on $10k a year$90$43

Yield16.27%18.75%

5 years, per year[…]−6.1%

3 years, per year[…]+3.3%

Worst drop · 1Y−33.3%−26.9%

Volatility · 1Y19.3%18.9%

4–0measures won
MORT first

34.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DVDN, MORT

Today

34.0%most shared, DVDN and MORT

DVDNMORT

DVDN—34.0%

MORT34.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,832most kept, MORT

MORT$1,875 − $43 = $1,832

DVDN$1,627 − $90 = $1,537

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee