MORT vs REM

AMORT

BREM

Measures won4–2MORT wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV · MORT $7,262

Lowest cost0.09%SGOV · $9 on $10k

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

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

Held in common91.5%MORT and REM

MORT

REM

VanEck Mortgage REIT Income ETF · $315MiShares Mortgage Real Estate ETF · $434M

+2.4%3 years · per year$10,722 · $10,801+2.6%

−6.2%5 years · per year$7,262 · $7,204−6.3%

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

18.51%12-mo yield$1,851 · $1,139 on $10k11.39%

−26.9%Worst dropSmaller wins−26.3%

18.9%VolatilityLower wins19.0%

4–2MORT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMORT · REM

19.6%NLY23.4%

15.5%AGNC16.2%

6.3%STWD6.7%

6.9%RITM5.2%

Held in common91.5%

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 Three

5Y3 funds

#
1	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%	$116.5B
2	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.51%	+1.3%	−17.6%	−13.9%	+2.4%	−6.2%	−26.9%	$315M
3	BREM	iShares Mortgage Real Estate ETFRead Desk	0.48%	11.39%	+1.1%	−17.1%	−13.3%	+2.6%	−6.3%	−26.3%	$434M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	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%	$116.5B
2	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.51%	+1.3%	−17.6%	−13.9%	+2.4%	−6.2%	−26.9%	$315M
3	BREM	iShares Mortgage Real Estate ETFRead Desk	0.48%	11.39%	+1.1%	−17.1%	−13.3%	+2.6%	−6.3%	−26.3%	$434M

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 REM

MORT

VanEck Mortgage REIT Income

$7,263

REM

iShares Mortgage Real Estate

$7,204

MeasureMORTREM

Fee0.43%0.48%

Cost on $10k a year$43$48

Yield18.51%11.39%

5 years, per year−6.2%−6.3%

3 years, per year+2.4%+2.6%

Worst drop · 1Y−26.9%−26.3%

Volatility · 1Y18.9%19.0%

4–2measures won
MORT first

91.5%

holdings shared

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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, REM, SGOV

Today

91.5%most shared, MORT and REM

MORTREMSGOV

MORT—91.5%[…]

REM91.5%—[…]

SGOV[…][…]—

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

REM$1,139 − $48 = $1,091

SGOV$363 − $9 = $354

KeptFee

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