MORT vs HSMV

AMORT

BHSMV

Measures won2–4HSMV wins · of 6 · 5Y

$10,000 · 5Y$11,855HSMV · MORT $6,819

Lowest cost0.43%MORT · $43 on $10k

Most income19.90%MORT · $1,990 on $10k

Smallest drop−9.0%HSMV · worst fall in 1Y

Held in common3.7%MORT and HSMV

VanEck Mortgage REIT Income ETF · $297MFirst Trust Horizon Managed Volatility Small/Mid ETF · $6M

−0.5%3 years · per year$9,849 · $13,424+10.3%

−7.4%5 years · per year$6,819 · $11,855+3.5%

0.43%Expense ratio$43 · $80 on $10k · lower wins0.80%

19.90%12-mo yield$1,990 · $445 on $10k4.45%

End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BHSMV	First Trust Horizon Managed Volatility Small/Mid ETFRead Desk		0.80%	4.45%	−0.4%	+6.5%	+6.2%	+10.3%	+3.5%	−9.0%	$6M
2	AMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	19.90%	−3.1%	−23.4%	−21.2%	−0.5%	−7.4%	−29.5%	$297M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BHSMV	First Trust Horizon Managed Volatility Small/Mid ETFRead Desk		0.80%	4.45%	−0.4%	+6.5%	+6.2%	+10.3%	+3.5%	−9.0%	$6M
2	AMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	19.90%	−3.1%	−23.4%	−21.2%	−0.5%	−7.4%	−29.5%	$297M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MORT

VanEck Mortgage REIT Income

$6,819

HSMV

First Trust Horizon Managed Volatility Small/Mid

$11,855

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