iShares Mortgage Real Estate ETF (REM)
REM is a passive ETF by iShares tracking the investment results of the FTSE NAREIT All Mortgage Capped Index. REM launched on May 4, 2007 and has a 0.48% expense ratio.
ETF Info
US46435G3424
46435G342
May 4, 2007
North America (U.S.)
1x
FTSE NAREIT All Mortgage Capped Index
Multi-Cap
Value
Expense Ratio
REM has an expense ratio of 0.48%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
iShares Mortgage Real Estate ETF (REM) returned -2.06% year-to-date (YTD) and 2.55% over the past 12 months. Over the past 10 years, REM returned 1.25% annually, underperforming the S&P 500 benchmark at 10.68%.
REM
-2.06%
-0.19%
-6.26%
2.55%
-2.48%
6.91%
1.25%
^GSPC (Benchmark)
-1.34%
5.02%
-3.08%
9.39%
13.76%
14.45%
10.68%
Monthly Returns
The table below presents the monthly returns of REM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.82% | 5.85% | -4.82% | -5.12% | -2.25% | -2.06% | |||||||
| 2024 | -4.07% | -1.28% | 4.57% | -6.07% | 2.98% | 0.95% | 6.41% | 1.87% | 1.03% | -5.52% | 3.61% | -4.50% | -1.00% |
| 2023 | 15.82% | -8.26% | -8.76% | 1.47% | -3.25% | 12.79% | 4.07% | -1.83% | -5.05% | -11.24% | 14.57% | 8.05% | 14.43% |
| 2022 | -1.83% | -6.20% | 3.28% | -9.43% | 3.55% | -10.80% | 14.47% | -7.15% | -24.26% | 12.61% | 8.18% | -7.16% | -27.56% |
| 2021 | -2.39% | 8.68% | 6.10% | 4.57% | 0.33% | 1.90% | -2.53% | 2.65% | -2.05% | 3.73% | -5.86% | 0.87% | 16.14% |
| 2020 | 3.55% | -8.39% | -53.36% | 18.02% | 2.76% | 12.12% | 4.67% | 2.19% | -1.17% | -0.35% | 18.23% | 6.80% | -19.99% |
| 2019 | 9.24% | -0.92% | 1.91% | 1.85% | -6.59% | 4.92% | 2.30% | -6.37% | 6.58% | 2.73% | 1.46% | 3.59% | 21.34% |
| 2018 | -6.86% | -3.23% | 6.50% | 0.28% | 2.89% | 1.53% | 3.50% | 0.38% | -1.23% | -2.00% | 2.06% | -6.09% | -3.09% |
| 2017 | 1.36% | 5.68% | 2.93% | 3.60% | -1.47% | 2.34% | 0.26% | 1.27% | 1.73% | -2.97% | 0.40% | 2.19% | 18.43% |
| 2016 | -5.23% | 2.54% | 7.07% | 1.65% | 4.17% | 2.93% | 3.51% | 1.13% | 0.58% | 0.00% | 1.40% | 0.67% | 21.88% |
| 2015 | -0.34% | 1.80% | 0.92% | -0.60% | 0.26% | -6.67% | 2.55% | -3.41% | -2.70% | -0.10% | 0.81% | -1.87% | -9.30% |
| 2014 | 5.82% | 4.27% | 0.45% | 1.71% | 2.33% | 1.37% | -2.22% | 4.29% | -6.18% | 4.92% | 2.34% | -2.84% | 16.71% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of REM is 18, meaning it’s performing worse than 82% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Mortgage Real Estate ETF (REM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
iShares Mortgage Real Estate ETF provided a 9.84% dividend yield over the last twelve months, with an annual payout of $2.05 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.05 | $2.05 | $2.23 | $2.52 | $2.52 | $2.46 | $3.63 | $3.99 | $4.51 | $4.22 | $4.59 | $6.81 |
Dividend yield | 9.84% | 9.61% | 9.46% | 11.13% | 7.29% | 7.72% | 8.16% | 10.00% | 9.97% | 10.03% | 11.99% | 14.53% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Mortgage Real Estate ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | |||||||
| 2024 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.87 | $2.05 |
| 2023 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.97 | $2.23 |
| 2022 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $1.04 | $2.52 |
| 2021 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $1.14 | $2.52 |
| 2020 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.53 | $2.46 |
| 2019 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.93 | $3.63 |
| 2018 | $0.00 | $0.00 | $0.89 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $1.02 | $3.99 |
| 2017 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $0.95 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $1.44 | $4.51 |
| 2016 | $0.00 | $0.00 | $1.10 | $0.00 | $0.00 | $1.10 | $0.00 | $0.00 | $1.17 | $0.00 | $0.00 | $0.85 | $4.22 |
| 2015 | $0.00 | $0.00 | $1.20 | $0.00 | $0.00 | $1.22 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $1.08 | $4.59 |
| 2014 | $2.03 | $0.00 | $0.00 | $1.17 | $0.00 | $0.00 | $1.23 | $0.00 | $0.00 | $2.38 | $6.81 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Mortgage Real Estate ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Mortgage Real Estate ETF was 74.72%, occurring on Nov 20, 2008. The portfolio has not yet recovered.
The current iShares Mortgage Real Estate ETF drawdown is 32.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.72% | Jun 6, 2007 | 366 | Nov 20, 2008 | — | — | — |
| -3.84% | May 10, 2007 | 7 | May 18, 2007 | 7 | May 31, 2007 | 14 |
| -0.38% | May 7, 2007 | 2 | May 8, 2007 | 1 | May 9, 2007 | 3 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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