MORT vs KBWD

AMORT

BKBWD

Measures won2–4KBWD wins · of 6 · 5Y

$10,000 · 5Y$9,147KBWD · MORT $7,414

Lowest cost0.43%MORT · $43 on $10k

Most income18.39%MORT · $1,839 on $10k

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

Held in common31.5%MORT and KBWD

MORT

KBWD

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

+4.8%3 years · per year$11,494 · $11,600+5.1%

−5.8%5 years · per year$7,414 · $9,148−1.8%

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

18.39%12-mo yield$1,839 · $1,586 on $10k15.86%

−26.9%Worst dropSmaller wins−23.4%

18.8%VolatilityLower wins17.5%

2–4KBWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMORT · KBWD

4.3%ARR3.8%

4.2%ORC3.8%

5.2%DX3.7%

15.0%AGNC3.1%

Held in common31.5%

End-of-day Nov 5, 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%	15.86%	−1.6%	−12.1%	−9.0%	+5.1%	−1.8%	−23.4%	$342M
2	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.39%	−1.6%	−17.1%	−14.0%	+4.8%	−5.8%	−26.9%	$319M
3	REM	iShares Mortgage Real Estate ETFRead Desk	0.48%	11.32%	−1.7%	−16.6%	−13.1%	+5.0%	−6.0%	−26.3%	$442M

End-of-day Nov 5, 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%	15.86%	−1.6%	−12.1%	−9.0%	+5.1%	−1.8%	−23.4%	$342M
2	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.39%	−1.6%	−17.1%	−14.0%	+4.8%	−5.8%	−26.9%	$319M
3	REM	iShares Mortgage Real Estate ETFRead Desk	0.48%	11.32%	−1.7%	−16.6%	−13.1%	+5.0%	−6.0%	−26.3%	$442M

End-of-day Nov 5, 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

$7,414

KBWD

Invesco KBW High Dividend Yield Financial

$9,148

MeasureMORTKBWD

Fee0.43%5.39%

Cost on $10k a year$43$539

Yield18.39%15.86%

5 years, per year−5.8%−1.8%

3 years, per year+4.8%+5.1%

Worst drop · 1Y−26.9%−23.4%

Volatility · 1Y18.8%17.5%

4–2measures won
KBWD first

31.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MORT, KBWD, REM

Today

91.0%most shared, MORT and REM

MORTKBWDREM

MORT—31.5%91.0%

KBWD31.5%—29.2%

REM91.0%29.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,796most kept, MORT

MORT$1,839 − $43 = $1,796

REM$1,132 − $48 = $1,084

KBWD$1,586 − $539 = $1,047

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee