MORT vs KBWD

AMORT

BKBWD

Measures won2–4KBWD wins · of 6 · 5Y

$10,000 · 5Y$9,094KBWD · MORT $7,285

Lowest cost0.43%MORT · $43 on $10k

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

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

Held in common31.6%MORT and KBWD

MORT

KBWD

VanEck Mortgage REIT Income ETF · $319MInvesco KBW High Dividend Yield Financial ETF · $342M

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

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

0.43%Expense ratio$43 · $539 on $10k · lower wins5.39%

18.75%12-mo yield$1,875 · $1,599 on $10k15.99%

−26.9%Worst dropSmaller wins−23.4%

18.9%VolatilityLower wins17.5%

2–4KBWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMORT · KBWD

4.3%ORC3.9%

4.4%ARR3.9%

5.2%DX3.7%

15.1%AGNC3.2%

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 Three

5Y3 funds

#
1	BKBWD	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
2	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.75%	−1.9%	−18.7%	−16.1%	+3.3%	−6.1%	−26.9%	$319M
3	REM	iShares Mortgage Real Estate ETFRead Desk	0.48%	11.52%	−1.7%	−18.0%	−15.1%	+3.6%	−6.2%	−26.3%	$442M

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	BKBWD	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
2	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.75%	−1.9%	−18.7%	−16.1%	+3.3%	−6.1%	−26.9%	$319M
3	REM	iShares Mortgage Real Estate ETFRead Desk	0.48%	11.52%	−1.7%	−18.0%	−15.1%	+3.6%	−6.2%	−26.3%	$442M

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 KBWD

MORT

VanEck Mortgage REIT Income

$7,285

KBWD

Invesco KBW High Dividend Yield Financial

$9,094

MeasureMORTKBWD

Fee0.43%5.39%

Cost on $10k a year$43$539

Yield18.75%15.99%

5 years, per year−6.1%−1.9%

3 years, per year+3.3%+4.1%

Worst drop · 1Y−26.9%−23.4%

Volatility · 1Y18.9%17.5%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MORT, KBWD, REM

Today

91.0%most shared, MORT and REM

MORTKBWDREM

MORT—31.6%91.0%

KBWD31.6%—29.2%

REM91.0%29.2%—

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

REM$1,152 − $48 = $1,104

KBWD$1,599 − $539 = $1,060

KeptFee

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