REM vs KBWD

AREM

BKBWD

Measures won1–5KBWD wins · of 6 · 5Y

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

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop0.0%SGOV · 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 four, 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 Four

5Y4 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%	$120.5B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
3	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
4	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 Four

5Y4 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%	$120.5B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
3	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
4	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

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$48.4B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: REM, KBWD, SGOV, SCHD

Today

29.2%most shared, REM and KBWD

REMKBWDSGOVSCHD

REM—29.2%[…]0.0%

KBWD29.2%—[…]0.1%

SGOV[…][…]—[…]

SCHD0.0%0.1%[…]—

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

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

KeptFee

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