KBWD vs MORT

AKBWD

BMORT

Measures won4–2KBWD wins · of 6 · 5Y

$10,000 · 5Y$9,985BND · KBWD $9,095

Lowest cost0.03%BND · $3 on $10k

Most income18.51%MORT · $1,851 on $10k

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

Held in common31.6%KBWD and MORT

KBWD

MORT

Invesco KBW High Dividend Yield Financial ETF · $331MVanEck Mortgage REIT Income ETF · $315M

+3.3%3 years · per year$11,026 · $10,722+2.4%

−1.9%5 years · per year$9,095 · $7,262−6.2%

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

15.83%12-mo yield$1,583 · $1,851 on $10k18.51%

−23.4%Worst dropSmaller wins−26.9%

17.5%VolatilityLower wins18.9%

4–2KBWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsKBWD · MORT

3.9%ARR4.5%

3.9%ORC4.4%

3.7%DX5.4%

3.2%AGNC15.5%

Held in common31.6%

End-of-day Nov 9, 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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
2	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.83%	+1.0%	−12.0%	−9.1%	+3.3%	−1.9%	−23.4%	$331M
3	BMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.51%	+1.3%	−17.6%	−13.9%	+2.4%	−6.2%	−26.9%	$315M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
2	AKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.83%	+1.0%	−12.0%	−9.1%	+3.3%	−1.9%	−23.4%	$331M
3	BMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.51%	+1.3%	−17.6%	−13.9%	+2.4%	−6.2%	−26.9%	$315M

End-of-day Nov 9, 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

$9,095

MORT

VanEck Mortgage REIT Income

$7,263

MeasureKBWDMORT

Fee5.39%0.43%

Cost on $10k a year$539$43

Yield15.83%18.51%

5 years, per year−1.9%−6.2%

3 years, per year+3.3%+2.4%

Worst drop · 1Y−23.4%−26.9%

Volatility · 1Y17.5%18.9%

4–2measures won
KBWD first

31.6%

holdings shared

Nov 9, 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 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MORT, KBWD, BND

Today

31.6%most shared, MORT and KBWD

MORTKBWDBND

MORT—31.6%[…]

KBWD31.6%—[…]

BND[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,808most kept, MORT

MORT$1,851 − $43 = $1,808

KBWD$1,583 − $539 = $1,044

BND$412 − $3 = $409

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee