MORT vs SGOV

AMORT

BSGOV

Measures won2–4SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · MORT $7,538

Lowest cost0.09%SGOV · $9 on $10k

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

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

Held in common[…]MORT and SGOV

MORT

SGOV

VanEck Mortgage REIT Income ETF · $324MiShares 0-3 Month Treasury Bond ETF · $117B

+6.2%3 years · per year$11,988 · $11,419+4.5%

−5.5%5 years · per year$7,538 · $12,086+3.9%

0.43%Expense ratio$43 · $9 on $10k · lower wins0.09%

18.09%12-mo yield$1,809 · $363 on $10k3.63%

−26.9%Worst dropSmaller wins0.0%

18.7%VolatilityLower wins0.2%

2–4SGOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMORT · SGOV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	BSGOV	iShares 0-3 Month Treasury Bond ETFRead Desk		0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	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

Both

5Y2 funds

#			Trend
1	BSGOV	iShares 0-3 Month Treasury Bond ETFRead Desk		0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	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 SGOV

MORT

VanEck Mortgage REIT Income

$7,538

SGOV

iShares 0-3 Month Treasury Bond

$12,086

MeasureMORTSGOV

Fee0.43%0.09%

Cost on $10k a year$43$9

Yield18.09%3.63%

5 years, per year−5.5%+3.9%

3 years, per year+6.2%+4.5%

Worst drop · 1Y−26.9%+0.0%

Volatility · 1Y18.7%0.2%

4–2measures won
SGOV first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

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

Overlap: MORT, SGOV

Today

[…]holdings […]

MORTSGOV

MORT—[…]

SGOV[…]—

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

SGOV$363 − $9 = $354

KeptFee

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