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 22 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% | 11.48B | Jan 2011 | MORT vs SCHH | |
| iShares Core U.S. REIT ETF | 0.08% | 4.66B | May 2007 | MORT vs USRT | |
| Fidelity MSCI Real Estate Index ETF | 0.08% | 1.45B | Feb 2015 | MORT vs FREL | |
| Xtrackers International Real Estate ETF | 0.10% | 1.08B | Oct 2013 | MORT vs HAUZ | |
| JPMorgan BetaBuilders MSCI US REIT ETF | 0.11% | 1.29B | Jun 2018 | MORT vs BBRE |
Best Risk-Adjusted Alternatives to MORT
MORT has a PortfoliosLab risk / return rank of 20. There are 56 ETFs in the REIT category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Real Asset Income ETF | 92 | 18.54M | Feb 2019 | MORT vs VRAI | |
| Invesco KBW Premium Yield Equity REIT ETF | 81 | 314.06M | Dec 2010 | MORT vs KBWY | |
| State Street SPDR Dow Jones REIT ETF | 80 | 2.00B | Apr 2001 | MORT vs RWR | |
| iShares Core U.S. REIT ETF | 79 | 4.66B | May 2007 | MORT vs USRT | |
| Global X Data Center & Digital Infrastructure ETF | 78 | 2.30B | Oct 2020 | MORT vs DTCR |
Top Performing MORT Alternatives (YTD)
MORT is at 0.24% YTD. There are 60 ETFs in the REIT category with higher YTD returns, going as high as 33.42%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Daily Real Estate Bull 3x Shares | 33.42% | 45.85M | Jul 2009 | MORT vs DRN | |
| Global X Data Center & Digital Infrastructure ETF | 32.24% | 2.30B | Oct 2020 | MORT vs DTCR | |
| Invesco KBW Premium Yield Equity REIT ETF | 25.77% | 314.06M | Dec 2010 | MORT vs KBWY | |
| ProShares Ultra Real Estate | 23.35% | 59.95M | Jan 2007 | MORT vs URE | |
| Virtus Real Asset Income ETF | 23.35% | 18.54M | Feb 2019 | MORT vs VRAI |
Lowest Volatility Alternatives to MORT
MORT has 16.98% 1-year volatility. There are 56 ETFs in the REIT category with lower 1-year volatility, going as low as 8.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| InfraCap REIT Preferred ETF | 8.10% | 120.46M | Feb 2017 | MORT vs PFFR | |
| NEOS Real Estate High Income ETF | 10.71% | 306.72M | Jan 2025 | MORT vs IYRI | |
| IQ CBRE Real Assets ETF | 10.85% | 6.79M | May 2023 | MORT vs IQRA | |
| State Street Real Estate Select Sector SPDR Premiu... | 11.02% | 2.87M | Jul 2025 | MORT vs XLRI | |
| Cambria Global Real Estate ETF | 11.53% | 67.21M | Sep 2020 | MORT vs BLDG |
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% | 18.54M | Feb 2019 | MORT vs VRAI | |
| InfraCap REIT Preferred ETF | -6.57% | 120.46M | Feb 2017 | MORT vs PFFR | |
| State Street Real Estate Select Sector SPDR Premiu... | -7.12% | 2.87M | Jul 2025 | MORT vs XLRI | |
| Janus Henderson U.S. Real Estate ETF | -7.14% | 4.21M | Jun 2021 | MORT vs JRE | |
| ALPS Active REIT ETF | -7.35% | 58.29M | Feb 2021 | MORT vs REIT |
Other ETFs from VanEck
The 10 most viewed VanEck ETFs shown here include SMH, GDX, NLR and span 13 categories. AUM among these funds goes as high as $68B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| VanEck Semiconductor ETF | Semiconductors, Technology Equities | 88 | 51.46% | 68.10B | Dec 2011 | MORT vs SMH | |
| VanEck Gold Miners ETF | Gold, Precious Metals | 36 | -11.33% | 22.65B | May 2006 | MORT vs GDX | |
| VanEck Uranium and Nuclear ETF | Uranium, Alternative Energy Equities, Energy Equities | 13 | -10.20% | 3.81B | Aug 2007 | MORT vs NLR | |
| VanEck Junior Gold Miners ETF | Gold, Precious Metals | 38 | -13.28% | 6.89B | Nov 2009 | MORT vs GDXJ | |
| VanEck Morningstar Wide Moat ETF | Large Cap Blend Equities | 41 | 5.78% | 11.80B | Apr 2012 | MORT vs MOAT | |
| VanEck Fabless Semiconductor ETF | Semiconductors, Technology Equities | 68 | 45.86% | 249.42M | Aug 2024 | MORT vs SMHX | |
| VanEck Rare Earth and Strategic Metals ETF | Rare Earth & Strategic Metals | 33 | -8.51% | 1.90B | Oct 2010 | MORT vs REMX | |
| VanEck BDC Income ETF | Financials Equities | 5 | -4.84% | 1.57B | Feb 2013 | MORT vs BIZD | |
| VanEck Bitcoin Trust | Cryptocurrency | 2 | -27.01% | 1.05B | Jan 2024 | MORT vs HODL | |
| VanEck IG Floating Rate ETF | Corporate Bonds, Ultrashort Bond | 99 | 2.70% | 3.00B | Apr 2011 | MORT vs FLTR |
Often Compared With MORT
Investors most often compare MORT with REM, MVRL, UNIT. These 20 comparison targets span 12 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