MORT vs KBWD

AMORT

BKBWD

Measures won2–4KBWD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · KBWD $9,364

Lowest cost0.06%SCHD · $6 on $10k

Most income18.09%MORT · $1,809 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common31.4%MORT and KBWD

MORT

KBWD

VanEck Mortgage REIT Income ETF · $324MInvesco KBW High Dividend Yield Financial ETF · $331M

+6.2%3 years · per year$11,988 · $12,018+6.3%

−5.5%5 years · per year$7,538 · $9,364−1.3%

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

18.09%12-mo yield$1,809 · $1,561 on $10k15.61%

−26.9%Worst dropSmaller wins−23.4%

18.7%VolatilityLower wins17.4%

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 common31.4%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$331M
3	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.09%	+4.2%	−15.7%	−11.9%	+6.2%	−5.5%	−26.9%	$324M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$331M
3	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.09%	+4.2%	−15.7%	−11.9%	+6.2%	−5.5%	−26.9%	$324M

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

MORT vs KBWD

MORT

VanEck Mortgage REIT Income

$7,538

KBWD

Invesco KBW High Dividend Yield Financial

$9,364

MeasureMORTKBWD

Fee0.43%5.39%

Cost on $10k a year$43$539

Yield18.09%15.61%

5 years, per year−5.5%−1.3%

3 years, per year+6.2%+6.3%

Worst drop · 1Y−26.9%−23.4%

Volatility · 1Y18.7%17.4%

4–2measures won
KBWD first

31.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MORT, KBWD, SCHD

Today

31.4%most shared, MORT and KBWD

MORTKBWDSCHD

MORT—31.4%0.0%

KBWD31.4%—0.1%

SCHD0.0%0.1%—

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

Income After Fees on $10,000

$1,766most kept, MORT

MORT$1,809 − $43 = $1,766

KBWD$1,561 − $539 = $1,022

SCHD$291 − $6 = $285

KeptFee

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