MORT vs REM

AMORT

BREM

Measures won4–2MORT wins · of 6 · 5Y

$10,000 · 5Y$7,538MORT · REM $7,496

Lowest cost0.43%MORT · $43 on $10k

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

Smallest drop−26.3%REM · worst fall in 1Y

Held in common91.0%MORT and REM

MORT

REM

VanEck Mortgage REIT Income ETF · $324MiShares Mortgage Real Estate ETF · $449M

+6.2%3 years · per year$11,988 · $12,107+6.6%

−5.5%5 years · per year$7,538 · $7,496−5.6%

0.43%Expense ratio$43 · $48 on $10k · lower wins0.48%

18.09%12-mo yield$1,809 · $1,112 on $10k11.12%

−26.9%Worst dropSmaller wins−26.3%

18.7%VolatilityLower wins18.8%

4–2MORT wins

$10,000 · 5 yearsOne scale

Shared top holdingsMORT · REM

19.0%NLY22.9%

15.0%AGNC15.8%

6.5%STWD7.0%

6.8%RITM5.2%

Held in common91.0%

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

Both

5Y2 funds

#			Trend
1	AMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	18.09%	+4.2%	−15.7%	−11.9%	+6.2%	−5.5%	−26.9%	$324M
2	BREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.12%	+4.4%	−15.1%	−10.8%	+6.6%	−5.6%	−26.3%	$449M

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

Both

5Y2 funds

#			Trend
1	AMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	18.09%	+4.2%	−15.7%	−11.9%	+6.2%	−5.5%	−26.9%	$324M
2	BREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.12%	+4.4%	−15.1%	−10.8%	+6.6%	−5.6%	−26.3%	$449M

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 REM

MORT

VanEck Mortgage REIT Income

$7,538

REM

iShares Mortgage Real Estate

$7,496

MeasureMORTREM

Fee0.43%0.48%

Cost on $10k a year$43$48

Yield18.09%11.12%

5 years, per year−5.5%−5.6%

3 years, per year+6.2%+6.6%

Worst drop · 1Y−26.9%−26.3%

Volatility · 1Y18.7%18.8%

4–2measures won
MORT first

91.0%

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, REM

Today

91.0%most shared, MORT and REM

MORTREM

MORT—91.0%

REM91.0%—

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

REM$1,112 − $48 = $1,064

KeptFee

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