MORT vs BND

AMORT

BBND

Measures won1–5BND wins · of 6 · 5Y

$10,000 · 5Y$9,974BND · KBWD $9,094

Lowest cost0.03%BND · $3 on $10k

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

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]MORT and BND

MORT

BND

VanEck Mortgage REIT Income ETF · $315MVanguard Total Bond Market ETF · $161B

+3.3%3 years · per year$11,012 · $11,637+5.2%

−6.1%5 years · per year$7,285 · $9,974−0.1%

0.43%Expense ratio$43 · $3 on $10k · lower wins0.03%

18.75%12-mo yield$1,875 · $412 on $10k4.12%

−26.9%Worst dropSmaller wins−4.5%

18.9%VolatilityLower wins4.0%

1–5BND wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMORT · BND

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

All Three

5Y3 funds

#
1	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
2	KBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$342M
3	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.75%	−1.9%	−18.7%	−16.1%	+3.3%	−6.1%	−26.9%	$315M

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

All Three

5Y3 funds

#
1	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
2	KBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$342M
3	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.75%	−1.9%	−18.7%	−16.1%	+3.3%	−6.1%	−26.9%	$315M

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

MORT vs BND

MORT

VanEck Mortgage REIT Income

$7,285

BND

Vanguard Total Bond Market

$9,974

MeasureMORTBND

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield18.75%4.12%

5 years, per year−6.1%−0.1%

3 years, per year+3.3%+5.2%

Worst drop · 1Y−26.9%−4.5%

Volatility · 1Y18.9%4.0%

5–1measures won
BND first

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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

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

Overlap: KBWD, MORT, BND

Today

31.6%most shared, KBWD and MORT

KBWDMORTBND

KBWD—31.6%[…]

MORT31.6%—[…]

BND[…][…]—

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

KBWD$1,599 − $539 = $1,060

BND$412 − $3 = $409

KeptFee

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