MORT vs KBWD

AMORT

BKBWD

Measures won2–4KBWD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · SGOV $12,091

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common31.6%MORT and KBWD

MORT

KBWD

VanEck Mortgage REIT Income ETF · $315MInvesco KBW High Dividend Yield Financial ETF · $331M

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

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

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

18.51%12-mo yield$1,851 · $1,583 on $10k15.83%

−26.9%Worst dropSmaller wins−23.4%

18.9%VolatilityLower wins17.5%

2–4KBWD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMORT · KBWD

4.5%ARR3.9%

4.4%ORC3.9%

5.4%DX3.7%

15.5%AGNC3.2%

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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	BKBWD	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
4	AMORT	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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	BKBWD	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
4	AMORT	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

MORT vs KBWD

MORT

VanEck Mortgage REIT Income

$7,263

KBWD

Invesco KBW High Dividend Yield Financial

$9,095

MeasureMORTKBWD

Fee0.43%5.39%

Cost on $10k a year$43$539

Yield18.51%15.83%

5 years, per year−6.2%−1.9%

3 years, per year+2.4%+3.3%

Worst drop · 1Y−26.9%−23.4%

Volatility · 1Y18.9%17.5%

4–2measures won
KBWD first

31.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

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, SGOV, SCHD

Today

31.6%most shared, MORT and KBWD

MORTKBWDSGOVSCHD

MORT—31.6%[…]0.0%

KBWD31.6%—[…]0.1%

SGOV[…][…]—[…]

SCHD0.0%0.1%[…]—

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

SGOV$363 − $9 = $354

SCHD$296 − $6 = $290

KeptFee

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