REM vs KBWD

AREM

BKBWD

Measures won1–5KBWD wins · of 6 · 5Y

$10,000 · 5Y$9,974BND · KBWD $9,094

Lowest cost0.03%BND · $3 on $10k

Most income15.99%KBWD · $1,599 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common29.2%REM and KBWD

REM

KBWD

iShares Mortgage Real Estate ETF · $442MInvesco KBW High Dividend Yield Financial ETF · $342M

+3.6%3 years · per year$11,111 · $11,283+4.1%

−6.2%5 years · per year$7,245 · $9,094−1.9%

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

11.52%12-mo yield$1,152 · $1,599 on $10k15.99%

−26.3%Worst dropSmaller wins−23.4%

19.0%VolatilityLower wins17.5%

1–5KBWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREM · KBWD

4.3%ARR3.9%

4.7%DX3.7%

3.4%ORC3.9%

15.9%AGNC3.2%

Held in common29.2%

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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
2	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$342M
3	AREM	iShares Mortgage Real Estate ETFRead Desk	0.48%	11.52%	−1.7%	−18.0%	−15.1%	+3.6%	−6.2%	−26.3%	$442M

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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
2	BKBWD	Invesco KBW High Dividend Yield Financial ETFRead Desk	5.39%	15.99%	−0.8%	−12.9%	−10.1%	+4.1%	−1.9%	−23.4%	$342M
3	AREM	iShares Mortgage Real Estate ETFRead Desk	0.48%	11.52%	−1.7%	−18.0%	−15.1%	+3.6%	−6.2%	−26.3%	$442M

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 KBWD

REM

iShares Mortgage Real Estate

$7,245

KBWD

Invesco KBW High Dividend Yield Financial

$9,094

MeasureREMKBWD

Fee0.48%5.39%

Cost on $10k a year$48$539

Yield11.52%15.99%

5 years, per year−6.2%−1.9%

3 years, per year+3.6%+4.1%

Worst drop · 1Y−26.3%−23.4%

Volatility · 1Y19.0%17.5%

5–1measures won
KBWD first

29.2%

holdings shared

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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

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

Overlap: REM, KBWD, BND

Today

29.2%most shared, REM and KBWD

REMKBWDBND

REM—29.2%[…]

KBWD29.2%—[…]

BND[…][…]—

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

KBWD$1,599 − $539 = $1,060

BND$412 − $3 = $409

KeptFee

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