REM vs KBWD

AREM

BKBWD

Measures won2–4KBWD wins · of 6 · 5Y

$10,000 · 5Y$9,364KBWD · REM $7,496

Lowest cost0.48%REM · $48 on $10k

Most income15.61%KBWD · $1,561 on $10k

Smallest drop−23.4%KBWD · worst fall in 1Y

Held in common29.1%REM and KBWD

REM

KBWD

iShares Mortgage Real Estate ETF · $446MInvesco KBW High Dividend Yield Financial ETF · $335M

+6.6%3 years · per year$12,107 · $12,018+6.3%

−5.6%5 years · per year$7,496 · $9,364−1.3%

0.48%Expense ratio$48 · $539 on $10k · lower wins5.39%

11.12%12-mo yield$1,112 · $1,561 on $10k15.61%

−26.3%Worst dropSmaller wins−23.4%

18.8%VolatilityLower wins17.4%

2–4KBWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsREM · KBWD

4.3%ARR3.8%

4.6%DX3.7%

3.3%ORC3.8%

15.8%AGNC3.1%

Held in common29.1%

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	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$335M
2	AREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.12%	+4.4%	−15.1%	−10.8%	+6.6%	−5.6%	−26.3%	$446M

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	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk		5.39%	15.61%	+3.3%	−10.7%	−7.5%	+6.3%	−1.3%	−23.4%	$335M
2	AREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.12%	+4.4%	−15.1%	−10.8%	+6.6%	−5.6%	−26.3%	$446M

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

REM vs KBWD

REM

iShares Mortgage Real Estate

$7,496

KBWD

Invesco KBW High Dividend Yield Financial

$9,364

MeasureREMKBWD

Fee0.48%5.39%

Cost on $10k a year$48$539

Yield11.12%15.61%

5 years, per year−5.6%−1.3%

3 years, per year+6.6%+6.3%

Worst drop · 1Y−26.3%−23.4%

Volatility · 1Y18.8%17.4%

4–2measures won
KBWD first

29.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: REM, KBWD

Today

29.1%most shared, REM and KBWD

REMKBWD

REM—29.1%

KBWD29.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,064most kept, REM

REM$1,112 − $48 = $1,064

KBWD$1,561 − $539 = $1,022

KeptFee

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