REM vs HSMV

AREM

BHSMV

Measures won2–4HSMV wins · of 6 · 5Y

$10,000 · 5Y$11,987HSMV · REM $7,245

Lowest cost0.48%REM · $48 on $10k

Most income11.52%REM · $1,152 on $10k

Smallest drop−9.0%HSMV · worst fall in 1Y

Held in common3.9%REM and HSMV

REM

HSMV

iShares Mortgage Real Estate ETF · $434MFirst Trust Horizon Managed Volatility Small/Mid ETF · $6M

+3.6%3 years · per year$11,111 · $13,623+10.9%

−6.2%5 years · per year$7,245 · $11,987+3.7%

0.48%Expense ratio$48 · $80 on $10k · lower wins0.80%

11.52%12-mo yield$1,152 · $448 on $10k4.48%

−26.3%Worst dropSmaller wins−9.0%

19.0%VolatilityLower wins10.9%

2–4HSMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsREM · HSMV

4.7%EFC1.4%

7.0%STWD1.3%

23.1%NLY0.7%

4.3%ARR0.2%

Held in common3.9%

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

Both

5Y2 funds

#			Trend
1	BHSMV	First Trust Horizon Managed Volatility Small/Mid ETFRead Desk		0.80%	4.48%	−1.0%	+5.6%	+6.9%	+10.9%	+3.7%	−9.0%	$6M
2	AREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.52%	−1.7%	−18.0%	−15.1%	+3.6%	−6.2%	−26.3%	$434M

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

Both

5Y2 funds

#			Trend
1	BHSMV	First Trust Horizon Managed Volatility Small/Mid ETFRead Desk		0.80%	4.48%	−1.0%	+5.6%	+6.9%	+10.9%	+3.7%	−9.0%	$6M
2	AREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.52%	−1.7%	−18.0%	−15.1%	+3.6%	−6.2%	−26.3%	$434M

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

REM vs HSMV

REM

iShares Mortgage Real Estate

$7,245

HSMV

First Trust Horizon Managed Volatility Small/Mid

$11,987

MeasureREMHSMV

Fee0.48%0.80%

Cost on $10k a year$48$80

Yield11.52%4.48%

5 years, per year−6.2%+3.7%

3 years, per year+3.6%+10.9%

Worst drop · 1Y−26.3%−9.0%

Volatility · 1Y19.0%10.9%

4–2measures won
HSMV first

3.9%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: REM, HSMV

Today

3.9%most shared, REM and HSMV

REMHSMV

REM—3.9%

HSMV3.9%—

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

Income After Fees on $10,000

$1,104most kept, REM

REM$1,152 − $48 = $1,104

HSMV$448 − $80 = $368

KeptFee

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