REM vs XSHD

AREM

BXSHD

Measures won2–4XSHD wins · of 6 · 5Y

$10,000 · 5Y$8,091XSHD · REM $7,356

Lowest cost0.30%XSHD · $30 on $10k

Most income11.32%REM · $1,132 on $10k

Smallest drop−13.3%XSHD · worst fall in 1Y

Held in common14.5%REM and XSHD

REM

XSHD

iShares Mortgage Real Estate ETF · $449MInvesco S&P SmallCap High Dividend Low Volatility ETF · $64M

+5.0%3 years · per year$11,589 · $11,534+4.9%

−6.0%5 years · per year$7,356 · $8,091−4.1%

0.48%Expense ratio$48 · $30 on $10k · lower wins0.30%

11.32%12-mo yield$1,132 · $500 on $10k5.00%

−26.3%Worst dropSmaller wins−13.3%

18.9%VolatilityLower wins14.8%

2–4XSHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsREM · XSHD

5.2%RITM3.7%

4.8%EFC3.2%

4.2%ARR2.8%

4.5%BXMT2.5%

Held in common14.5%

End-of-day Nov 5, 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	BXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk		0.30%	5.00%	−1.3%	+8.1%	+10.6%	+4.9%	−4.1%	−13.3%	$64M
2	AREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.32%	−1.7%	−16.6%	−13.1%	+5.0%	−6.0%	−26.3%	$449M

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

Both

5Y2 funds

#			Trend
1	BXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk		0.30%	5.00%	−1.3%	+8.1%	+10.6%	+4.9%	−4.1%	−13.3%	$64M
2	AREM	iShares Mortgage Real Estate ETFRead Desk		0.48%	11.32%	−1.7%	−16.6%	−13.1%	+5.0%	−6.0%	−26.3%	$449M

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

Cards for this view

REM vs XSHD

REM

iShares Mortgage Real Estate

$7,356

XSHD

Invesco S&P SmallCap High Dividend Low Volatility

$8,091

MeasureREMXSHD

Fee0.48%0.30%

Cost on $10k a year$48$30

Yield11.32%5.00%

5 years, per year−6.0%−4.1%

3 years, per year+5.0%+4.9%

Worst drop · 1Y−26.3%−13.3%

Volatility · 1Y18.9%14.8%

4–2measures won
XSHD first

14.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: REM, XSHD

Today

14.5%most shared, REM and XSHD

REMXSHD

REM—14.5%

XSHD14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,084most kept, REM

REM$1,132 − $48 = $1,084

XSHD$500 − $30 = $470

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee