DVDN vs REM

ADVDN

BREM

Measures won1–3REM wins · of 6 · 5Y

$10,000 · 5Y$7,496REM

Lowest cost0.48%REM · $48 on $10k

Most income15.75%DVDN · $1,575 on $10k

Smallest drop−26.3%REM · worst fall in 1Y

Held in common36.0%DVDN and REM

DVDN

REM

Kingsbarn Dividend Opportunity ETF · $3MiShares Mortgage Real Estate ETF · $449M

[…]3 years · per year[…] · $12,107+6.6%

[…]5 years · per year[…] · $7,496−5.6%

0.90%Expense ratio$90 · $48 on $10k · lower wins0.48%

15.75%12-mo yield$1,575 · $1,112 on $10k11.12%

−33.3%Worst dropSmaller wins−26.3%

19.0%VolatilityLower wins18.8%

1–3REM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVDN · REM

6.8%DX4.6%

4.5%NLY22.9%

4.4%RITM5.2%

4.4%AGNC15.8%

Held in common36.0%

End-of-day Nov 4, 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	BREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.12%	+4.4%	−15.1%	−10.8%	+6.6%	−5.6%	−26.3%	$449M
2	ADVDN	Kingsbarn Dividend Opportunity ETFRead Desk		0.90%	15.75%	+3.4%	−25.1%	−26.1%	new	new	−33.3%	$3M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.12%	+4.4%	−15.1%	−10.8%	+6.6%	−5.6%	−26.3%	$449M
2	ADVDN	Kingsbarn Dividend Opportunity ETFRead Desk		0.90%	15.75%	+3.4%	−25.1%	−26.1%	new	new	−33.3%	$3M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DVDN vs REM

DVDN

Kingsbarn Dividend Opportunity

[…]

REM

iShares Mortgage Real Estate

$7,496

MeasureDVDNREM

Fee0.90%0.48%

Cost on $10k a year$90$48

Yield15.75%11.12%

5 years, per year[…]−5.6%

3 years, per year[…]+6.6%

Worst drop · 1Y−33.3%−26.3%

Volatility · 1Y19.0%18.8%

3–1measures won
REM first

36.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DVDN, REM

Today

36.0%most shared, DVDN and REM

DVDNREM

DVDN—36.0%

REM36.0%—

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

Income After Fees on $10,000

$1,485most kept, DVDN

DVDN$1,575 − $90 = $1,485

REM$1,112 − $48 = $1,064

KeptFee

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