VanEck Mortgage REIT Income ETF (MORT) belongs to the REIT category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with MORT. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MORT
MORT charges 0.43% annually. There are 23 ETFs in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab US REIT ETF | 0.07% | 11.27B | Jan 2011 | MORT vs SCHH | |
| Fidelity MSCI Real Estate Index ETF | 0.08% | 1.45B | Feb 2015 | MORT vs FREL | |
| iShares Core U.S. REIT ETF | 0.08% | 4.51B | May 2007 | MORT vs USRT | |
| Xtrackers International Real Estate ETF | 0.10% | 1.04B | Oct 2013 | MORT vs HAUZ | |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.11% | 1.24B | Jun 2018 | MORT vs BBRE |
Best Risk-Adjusted Alternatives to MORT
MORT has a PortfoliosLab risk / return rank of 19. There are 49 ETFs in the REIT category with higher risk-adjusted ranks, going as high as 83.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Global X Data Center & Digital Infrastructure ETF | 83 | 2.25B | Oct 2020 | MORT vs DTCR | |
| Virtus Real Asset Income ETF | 83 | 18.07M | Feb 2019 | MORT vs VRAI | |
| SPDR Dow Jones REIT ETF | 59 | 1.83B | Apr 2001 | MORT vs RWR | |
| First Trust S&P REIT Index Fund | 57 | 187.94M | May 2007 | MORT vs FRI | |
| iShares Core U.S. REIT ETF | 57 | 4.51B | May 2007 | MORT vs USRT |
Top Performing MORT Alternatives (YTD)
MORT is at 2.81% YTD. There are 57 ETFs in the REIT category with higher YTD returns, going as high as 35.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Global X Data Center & Digital Infrastructure ETF | 35.71% | 2.25B | Oct 2020 | MORT vs DTCR | |
| Direxion Daily Real Estate Bull 3x Shares | 28.19% | 46.24M | Jul 2009 | MORT vs DRN | |
| Invesco KBW Premium Yield Equity REIT ETF | 26.20% | 314.47M | Dec 2010 | MORT vs KBWY | |
| Virtus Real Asset Income ETF | 22.69% | 18.07M | Feb 2019 | MORT vs VRAI | |
| ProShares Ultra Real Estate | 20.37% | 56.58M | Jan 2007 | MORT vs URE |
Lowest Volatility Alternatives to MORT
MORT has 16.83% 1-year volatility. There are 56 ETFs in the REIT category with lower 1-year volatility, going as low as 7.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| InfraCap REIT Preferred ETF | 7.99% | 117.50M | Feb 2017 | MORT vs PFFR | |
| NEOS Real Estate High Income ETF | 10.87% | 292.13M | Jan 2025 | MORT vs IYRI | |
| IQ CBRE Real Assets ETF | 10.93% | 6.52M | May 2023 | MORT vs IQRA | |
| State Street Real Estate Select Sector SPDR Premiu... | 11.20% | 2.58M | Jul 2025 | MORT vs XLRI | |
| Global X SuperDividend REIT ETF | 11.50% | 232.88M | Mar 2015 | MORT vs SRET |
Lowest Drawdown Alternatives to MORT
MORT has a 1-year max drawdown of -14.27%. There are 53 ETFs in the REIT category with shallower 1-year drawdowns, going as shallow as -4.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Real Asset Income ETF | -4.82% | 18.07M | Feb 2019 | MORT vs VRAI | |
| InfraCap REIT Preferred ETF | -6.57% | 117.50M | Feb 2017 | MORT vs PFFR | |
| ALPS Active REIT ETF | -7.35% | 55.26M | Feb 2021 | MORT vs REIT | |
| NEOS Real Estate High Income ETF | -7.53% | 292.13M | Jan 2025 | MORT vs IYRI | |
| First Trust S&P REIT Index Fund | -7.57% | 187.94M | May 2007 | MORT vs FRI |
Other ETFs from VanEck
The 10 most viewed VanEck ETFs shown here include SMH, GDX, NLR and span 12 categories. AUM among these funds goes as high as $74B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| VanEck Semiconductor ETF | Semiconductors, Technology Equities | 93 | 66.69% | 73.62B | Dec 2011 | MORT vs SMH | |
| VanEck Gold Miners ETF | Gold, Precious Metals | 30 | -12.70% | 23.05B | May 2006 | MORT vs GDX | |
| VanEck Uranium and Nuclear ETF | Uranium, Alternative Energy Equities | 11 | -10.33% | 4.13B | Aug 2007 | MORT vs NLR | |
| VanEck Junior Gold Miners ETF | Gold, Precious Metals | 29 | -13.54% | 7.11B | Nov 2009 | MORT vs GDXJ | |
| VanEck Morningstar Wide Moat ETF | Large Cap Blend Equities | 26 | 2.17% | 11.77B | Apr 2012 | MORT vs MOAT | |
| VanEck Fabless Semiconductor ETF | Semiconductors, Technology Equities | 84 | 56.96% | 286.70M | Aug 2024 | MORT vs SMHX | |
| VanEck Rare Earth and Strategic Metals ETF | Rare Earth & Strategic Metals | 52 | 7.06% | 2.40B | Oct 2010 | MORT vs REMX | |
| VanEck BDC Income ETF | Financials Equities | 4 | -6.19% | 1.60B | Feb 2013 | MORT vs BIZD | |
| VanEck Bitcoin Trust | Cryptocurrency | 2 | -26.16% | 1.05B | Jan 2024 | MORT vs HODL | |
| VanEck IG Floating Rate ETF | Corporate Bonds, Ultrashort Bond | 99 | 2.46% | 2.89B | Apr 2011 | MORT vs FLTR |
Often Compared With MORT
Investors most often compare MORT with REM, MVRL, UNIT. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare MORT with Any Fund or Stock
Compare MORT with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MORT with funds that move differently
VanEck Mortgage REIT Income ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MORT.
Explore MORT Diversifiers