KBWD vs REM

AKBWD

BREM

Measures won4–2KBWD wins · of 6 · 5Y

$10,000 · 5Y$9,364KBWD · REM $7,496

Lowest cost0.48%REM · $48 on $10k

Most income15.61%KBWD · $1,561 on $10k

Smallest drop−23.4%KBWD · worst fall in 1Y

Held in common29.1%KBWD and REM

KBWD

REM

Invesco KBW High Dividend Yield Financial ETF · $335MiShares Mortgage Real Estate ETF · $446M

+6.3%3 years · per year$12,018 · $12,107+6.6%

−1.3%5 years · per year$9,364 · $7,496−5.6%

5.39%Expense ratio$539 · $48 on $10k · lower wins0.48%

15.61%12-mo yield$1,561 · $1,112 on $10k11.12%

−23.4%Worst dropSmaller wins−26.3%

17.4%VolatilityLower wins18.8%

4–2KBWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsKBWD · REM

3.8%ARR4.3%

3.7%DX4.6%

3.8%ORC3.3%

3.1%AGNC15.8%

Held in common29.1%

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	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$335M
2	BREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.12%	+4.4%	−15.1%	−10.8%	+6.6%	−5.6%	−26.3%	$446M

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	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$335M
2	BREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.12%	+4.4%	−15.1%	−10.8%	+6.6%	−5.6%	−26.3%	$446M

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

KBWD vs REM

KBWD

Invesco KBW High Dividend Yield Financial

$9,364

REM

iShares Mortgage Real Estate

$7,496

MeasureKBWDREM

Fee5.39%0.48%

Cost on $10k a year$539$48

Yield15.61%11.12%

5 years, per year−1.3%−5.6%

3 years, per year+6.3%+6.6%

Worst drop · 1Y−23.4%−26.3%

Volatility · 1Y17.4%18.8%

4–2measures won
KBWD first

29.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: KBWD, REM

Today

29.1%most shared, KBWD and REM

KBWDREM

KBWD—29.1%

REM29.1%—

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

Income After Fees on $10,000

$1,064most kept, REM

REM$1,112 − $48 = $1,064

KBWD$1,561 − $539 = $1,022

KeptFee

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