KBWD vs MORT

AKBWD

BMORT

Measures won4–2KBWD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SGOV $12,090

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common31.6%KBWD and MORT

KBWD

MORT

Invesco KBW High Dividend Yield Financial ETF · $342MVanEck Mortgage REIT Income ETF · $315M

+4.1%3 years · per year$11,283 · $11,012+3.3%

−1.9%5 years · per year$9,094 · $7,285−6.1%

5.39%Expense ratio$539 · $43 on $10k · lower wins0.43%

15.99%12-mo yield$1,599 · $1,875 on $10k18.75%

−23.4%Worst dropSmaller wins−26.9%

17.5%VolatilityLower wins18.9%

4–2KBWD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsKBWD · MORT

3.9%ORC4.3%

3.9%ARR4.4%

3.7%DX5.2%

3.2%AGNC15.1%

Held in common31.6%

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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	AKBWD	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
4	BMORT	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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	AKBWD	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
4	BMORT	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

KBWD vs MORT

KBWD

Invesco KBW High Dividend Yield Financial

$9,094

MORT

VanEck Mortgage REIT Income

$7,285

MeasureKBWDMORT

Fee5.39%0.43%

Cost on $10k a year$539$43

Yield15.99%18.75%

5 years, per year−1.9%−6.1%

3 years, per year+4.1%+3.3%

Worst drop · 1Y−23.4%−26.9%

Volatility · 1Y17.5%18.9%

4–2measures won
KBWD first

31.6%

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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, SCHD, SGOV

Today

31.6%most shared, KBWD and MORT

KBWDMORTSCHDSGOV

KBWD—31.6%0.1%[…]

MORT31.6%—0.0%[…]

SCHD0.1%0.0%—[…]

SGOV[…][…][…]—

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

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

KeptFee

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