MORT vs MDIV

AMORT

BMDIV

Measures won2–4MDIV wins · of 6 · 5Y

$10,000 · 5Y$13,311MDIV · MORT $7,414

Lowest cost0.43%MORT · $43 on $10k

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

Smallest drop−6.1%MDIV · worst fall in 1Y

Held in common5.4%MORT and MDIV

MORT

MDIV

VanEck Mortgage REIT Income ETF · $319MMulti-Asset Diversified Income Index Fund · $420M

+4.8%3 years · per year$11,494 · $13,814+11.4%

−5.8%5 years · per year$7,414 · $13,311+5.9%

0.43%Expense ratio$43 · $83 on $10k · lower wins0.83%

18.39%12-mo yield$1,839 · $754 on $10k7.54%

−26.9%Worst dropSmaller wins−6.1%

18.8%VolatilityLower wins6.9%

2–4MDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMORT · MDIV

15.0%AGNC1.4%

18.9%NLY1.4%

6.8%RITM1.3%

4.3%ARR1.3%

Held in common5.4%

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

Both

5Y2 funds

#			Trend
1	BMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.54%	−1.0%	+8.5%	+11.1%	+11.4%	+5.9%	−6.1%	$420M
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

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

Both

5Y2 funds

#			Trend
1	BMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.54%	−1.0%	+8.5%	+11.1%	+11.4%	+5.9%	−6.1%	$420M
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

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 MDIV

MORT

VanEck Mortgage REIT Income

$7,414

MDIV

Multi-Asset Diversified Income Index Fund

$13,311

MeasureMORTMDIV

Fee0.43%0.83%

Cost on $10k a year$43$83

Yield18.39%7.54%

5 years, per year−5.8%+5.9%

3 years, per year+4.8%+11.4%

Worst drop · 1Y−26.9%−6.1%

Volatility · 1Y18.8%6.9%

4–2measures won
MDIV first

5.4%

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, MDIV

Today

5.4%most shared, MORT and MDIV

MORTMDIV

MORT—5.4%

MDIV5.4%—

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

MDIV$754 − $83 = $671

KeptFee

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