MORT vs. BIZD
Compare and contrast key facts about VanEck Vectors Mortgage REIT Income ETF (MORT) and VanEck Vectors BDC Income ETF (BIZD).
MORT and BIZD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. BIZD is a passively managed fund by VanEck that tracks the performance of the MVIS US Business Development Companies Index. It was launched on Feb 11, 2013. Both MORT and BIZD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MORT or BIZD.
Correlation
The correlation between MORT and BIZD is 0.54, 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.
Performance
MORT vs. BIZD - Performance Comparison
Key characteristics
MORT:
0.17
BIZD:
0.20
MORT:
0.37
BIZD:
0.39
MORT:
1.05
BIZD:
1.06
MORT:
0.10
BIZD:
0.18
MORT:
0.63
BIZD:
0.78
MORT:
5.79%
BIZD:
4.57%
MORT:
20.90%
BIZD:
17.63%
MORT:
-70.13%
BIZD:
-55.47%
MORT:
-32.42%
BIZD:
-11.07%
Returns By Period
In the year-to-date period, MORT achieves a -3.41% return, which is significantly higher than BIZD's -4.71% return. Over the past 10 years, MORT has underperformed BIZD with an annualized return of 0.66%, while BIZD has yielded a comparatively higher 8.47% annualized return.
MORT
-3.41%
-9.38%
-7.05%
2.76%
10.16%
0.66%
BIZD
-4.71%
-7.33%
-1.51%
2.96%
21.23%
8.47%
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MORT vs. BIZD - Expense Ratio Comparison
MORT has a 0.42% expense ratio, which is lower than BIZD's 10.92% expense ratio.
Risk-Adjusted Performance
MORT vs. BIZD — Risk-Adjusted Performance Rank
MORT
BIZD
MORT vs. BIZD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Mortgage REIT Income ETF (MORT) and VanEck Vectors BDC Income ETF (BIZD). 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.
Dividends
MORT vs. BIZD - Dividend Comparison
MORT's dividend yield for the trailing twelve months is around 13.17%, more than BIZD's 11.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MORT VanEck Vectors Mortgage REIT Income ETF | 13.17% | 11.55% | 12.18% | 13.09% | 8.21% | 8.11% | 7.36% | 8.19% | 7.82% | 8.21% | 9.91% | 10.08% |
BIZD VanEck Vectors BDC Income ETF | 11.60% | 10.94% | 10.97% | 11.22% | 8.14% | 10.39% | 9.13% | 10.88% | 9.13% | 8.51% | 9.12% | 8.51% |
Drawdowns
MORT vs. BIZD - Drawdown Comparison
The maximum MORT drawdown since its inception was -70.13%, which is greater than BIZD's maximum drawdown of -55.47%. Use the drawdown chart below to compare losses from any high point for MORT and BIZD. For additional features, visit the drawdowns tool.
Volatility
MORT vs. BIZD - Volatility Comparison
VanEck Vectors Mortgage REIT Income ETF (MORT) and VanEck Vectors BDC Income ETF (BIZD) have volatilities of 13.21% and 13.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.