MORT vs SGOV

AMORT

BSGOV

Measures won1–5SGOV wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SGOV $12,090

Lowest cost0.06%SCHD · $6 on $10k

Most income18.75%MORT · $1,875 on $10k

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

Held in common[…]MORT and SGOV

MORT

SGOV

VanEck Mortgage REIT Income ETF · $315MiShares 0-3 Month Treasury Bond ETF · $117B

+3.3%3 years · per year$11,012 · $11,419+4.5%

−6.1%5 years · per year$7,285 · $12,090+3.9%

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

18.75%12-mo yield$1,875 · $363 on $10k3.63%

−26.9%Worst dropSmaller wins0.0%

18.9%VolatilityLower wins0.2%

1–5SGOV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMORT · SGOV

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

Held in common[…]

End-of-day Nov 6, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BSGOV	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
3	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.75%	−1.9%	−18.7%	−16.1%	+3.3%	−6.1%	−26.9%	$315M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BSGOV	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
3	AMORT	VanEck Mortgage REIT Income ETFRead Desk	0.43%	18.75%	−1.9%	−18.7%	−16.1%	+3.3%	−6.1%	−26.9%	$315M

End-of-day Nov 6, 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

$7,285

SGOV

iShares 0-3 Month Treasury Bond

$12,090

MeasureMORTSGOV

Fee0.43%0.09%

Cost on $10k a year$43$9

Yield18.75%3.63%

5 years, per year−6.1%+3.9%

3 years, per year+3.3%+4.5%

Worst drop · 1Y−26.9%+0.0%

Volatility · 1Y18.9%0.2%

5–1measures won
SGOV first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: MORT, SGOV, SCHD

Today

0.0%most shared, MORT and SCHD

MORTSGOVSCHD

MORT—[…]0.0%

SGOV[…]—[…]

SCHD0.0%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,832most kept, MORT

MORT$1,875 − $43 = $1,832

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee