IFGL vs. MORT
Compare and contrast key facts about iShares International Developed Real Estate ETF (IFGL) and VanEck Vectors Mortgage REIT Income ETF (MORT).
IFGL and MORT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IFGL is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index. It was launched on Nov 12, 2007. MORT is a passively managed fund by VanEck that tracks the performance of the MVIS Global Mortgage REITs Index. It was launched on Aug 16, 2011. Both IFGL and MORT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IFGL vs. MORT - Performance Comparison
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IFGL vs. MORT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IFGL iShares International Developed Real Estate ETF | -1.32% | 24.31% | -7.25% | 5.40% | -24.21% | 8.29% | -7.62% | 20.65% | -6.39% | 20.00% |
MORT VanEck Vectors Mortgage REIT Income ETF | -2.89% | 12.17% | 0.14% | 14.74% | -26.92% | 15.95% | -22.39% | 21.26% | -4.45% | 18.88% |
Returns By Period
In the year-to-date period, IFGL achieves a -1.32% return, which is significantly higher than MORT's -2.89% return. Over the past 10 years, IFGL has underperformed MORT with an annualized return of 1.80%, while MORT has yielded a comparatively higher 2.99% annualized return.
IFGL
- 1D
- 1.39%
- 1M
- -9.07%
- YTD
- -1.32%
- 6M
- -0.02%
- 1Y
- 18.49%
- 3Y*
- 6.80%
- 5Y*
- -0.92%
- 10Y*
- 1.80%
MORT
- 1D
- -0.52%
- 1M
- -5.58%
- YTD
- -2.89%
- 6M
- 0.03%
- 1Y
- 3.92%
- 3Y*
- 8.93%
- 5Y*
- -1.51%
- 10Y*
- 2.99%
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IFGL vs. MORT - Expense Ratio Comparison
IFGL has a 0.48% expense ratio, which is higher than MORT's 0.42% expense ratio.
Return for Risk
IFGL vs. MORT — Risk / Return Rank
IFGL
MORT
IFGL vs. MORT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Developed Real Estate ETF (IFGL) and VanEck Vectors Mortgage REIT Income ETF (MORT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IFGL | MORT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.19 | +1.10 |
Sortino ratioReturn per unit of downside risk | 1.82 | 0.39 | +1.43 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.05 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 0.25 | +1.10 |
Martin ratioReturn relative to average drawdown | 5.78 | 0.67 | +5.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IFGL | MORT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.19 | +1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | -0.06 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.10 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.16 | -0.11 |
Correlation
The correlation between IFGL and MORT is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IFGL vs. MORT - Dividend Comparison
IFGL's dividend yield for the trailing twelve months is around 3.86%, less than MORT's 13.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IFGL iShares International Developed Real Estate ETF | 3.86% | 3.71% | 4.83% | 1.82% | 2.79% | 3.25% | 2.17% | 7.60% | 4.10% | 4.90% | 7.68% | 3.70% |
MORT VanEck Vectors Mortgage REIT Income ETF | 13.41% | 12.76% | 11.55% | 12.18% | 13.09% | 8.21% | 8.11% | 7.36% | 8.19% | 7.82% | 8.21% | 9.91% |
Drawdowns
IFGL vs. MORT - Drawdown Comparison
The maximum IFGL drawdown since its inception was -67.94%, roughly equal to the maximum MORT drawdown of -70.13%. Use the drawdown chart below to compare losses from any high point for IFGL and MORT.
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Drawdown Indicators
| IFGL | MORT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.94% | -70.13% | +2.19% |
Max Drawdown (1Y)Largest decline over 1 year | -14.38% | -14.35% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -38.47% | -42.73% | +4.26% |
Max Drawdown (10Y)Largest decline over 10 years | -40.38% | -70.13% | +29.75% |
Current DrawdownCurrent decline from peak | -14.18% | -23.87% | +9.69% |
Average DrawdownAverage peak-to-trough decline | -16.72% | -15.25% | -1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 5.31% | -1.96% |
Volatility
IFGL vs. MORT - Volatility Comparison
The current volatility for iShares International Developed Real Estate ETF (IFGL) is 6.38%, while VanEck Vectors Mortgage REIT Income ETF (MORT) has a volatility of 7.46%. This indicates that IFGL experiences smaller price fluctuations and is considered to be less risky than MORT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IFGL | MORT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 7.46% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 9.70% | 12.63% | -2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.45% | 20.97% | -6.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 23.71% | -7.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.49% | 28.80% | -12.31% |