MORT vs. FLTR
MORT (VanEck Vectors Mortgage REIT Income ETF) and FLTR (VanEck Vectors Investment Grade Floating Rate ETF) are both exchange-traded funds - MORT is a REIT fund tracking the MVIS Global Mortgage REITs Index, while FLTR is a Corporate Bonds fund tracking the MVIS US Investment Grade Floating Rate Index. Both are passively managed. Over the past 10 years, MORT returned 2.27%/yr vs 3.51%/yr for FLTR. At a 0.08 correlation, their price movements are largely independent. MORT charges 0.42%/yr vs 0.14%/yr for FLTR.
Performance
MORT vs. FLTR - Performance Comparison
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Returns By Period
In the year-to-date period, MORT achieves a -2.10% return, which is significantly lower than FLTR's 1.91% return. Over the past 10 years, MORT has underperformed FLTR with an annualized return of 2.27%, while FLTR has yielded a comparatively higher 3.51% annualized return.
MORT
- 1D
- -1.29%
- 1M
- -4.89%
- YTD
- -2.10%
- 6M
- -2.31%
- 1Y
- 10.79%
- 3Y*
- 8.07%
- 5Y*
- -2.36%
- 10Y*
- 2.27%
FLTR
- 1D
- -0.04%
- 1M
- 0.46%
- YTD
- 1.91%
- 6M
- 2.40%
- 1Y
- 5.30%
- 3Y*
- 6.10%
- 5Y*
- 4.49%
- 10Y*
- 3.51%
MORT vs. FLTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MORT VanEck Vectors Mortgage REIT Income ETF | -2.10% | 12.17% | 0.14% | 14.74% | -26.92% | 15.95% | -22.39% | 21.26% | -4.45% | 18.88% |
FLTR VanEck Vectors Investment Grade Floating Rate ETF | 1.91% | 5.22% | 7.38% | 7.41% | 0.74% | 0.55% | 1.44% | 5.70% | 0.30% | 2.80% |
Correlation
The correlation between MORT and FLTR is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 2011 | 0.08 |
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Return for Risk
MORT vs. FLTR — Risk / Return Rank
MORT
FLTR
MORT vs. FLTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Mortgage REIT Income ETF (MORT) and VanEck Vectors Investment Grade Floating Rate ETF (FLTR). 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.
| MORT | FLTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -6.12 | ||
| Sortino ratioReturn per unit of downside risk | -11.78 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 3.15 | -2.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.76 | 16.96 | -16.20 |
| Martin ratioReturn relative to average drawdown | 2.12 | 101.23 | -99.11 |
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
| MORT | FLTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 6.77 | -6.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 2.11 | -2.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | 0.70 | -0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.53 | -0.37 |
Drawdowns
MORT vs. FLTR - Drawdown Comparison
The maximum MORT drawdown since its inception was -70.13%, which is greater than FLTR's maximum drawdown of -17.84%. Use the drawdown chart below to compare losses from any high point for MORT and FLTR.
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Drawdown Indicators
| MORT | FLTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.13% | -17.84% | -52.29% |
Max Drawdown (1Y)Largest decline over 1 year | -14.27% | -0.31% | -13.96% |
Max Drawdown (3Y)Largest decline over 3 years | -21.98% | -1.93% | -20.05% |
Max Drawdown (5Y)Largest decline over 5 years | -42.73% | -3.06% | -39.67% |
Max Drawdown (10Y)Largest decline over 10 years | -70.13% | -17.84% | -52.29% |
Current DrawdownCurrent decline from peak | -23.25% | -0.04% | -23.21% |
Average DrawdownAverage peak-to-trough decline | -15.31% | -0.67% | -14.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 0.05% | +5.06% |
Volatility
MORT vs. FLTR - Volatility Comparison
VanEck Vectors Mortgage REIT Income ETF (MORT) has a higher volatility of 3.67% compared to VanEck Vectors Investment Grade Floating Rate ETF (FLTR) at 0.25%. This indicates that MORT's price experiences larger fluctuations and is considered to be riskier than FLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MORT | FLTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.67% | 0.25% | +3.42% |
Volatility (6M)Calculated over the trailing 6-month period | 12.80% | 0.62% | +12.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.59% | 0.79% | +15.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.70% | 2.13% | +21.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.85% | 5.00% | +23.85% |
MORT vs. FLTR - Expense Ratio Comparison
MORT has a 0.42% expense ratio, which is higher than FLTR's 0.14% expense ratio.
Dividends
MORT vs. FLTR - Dividend Comparison
MORT's dividend yield for the trailing twelve months is around 13.30%, more than FLTR's 4.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLTR VanEck Vectors Investment Grade Floating Rate ETF | 4.73% | 4.97% | 5.93% | 6.07% | 2.29% | 0.63% | 1.49% | 3.05% | 2.67% | 1.69% | 1.16% | 0.71% |
MORT VanEck Vectors Mortgage REIT Income ETF | 13.30% | 12.76% | 11.55% | 12.18% | 13.09% | 8.21% | 8.11% | 7.36% | 8.19% | 7.82% | 8.21% | 9.91% |
Frequently Asked Questions
MORT and FLTR have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MORT has higher volatility (3.67%) compared to FLTR (0.25%). In terms of maximum drawdown, MORT dropped -70.13% vs FLTR's -17.84%.
On 10-year performance, FLTR leads with 3.51% vs 2.27% for MORT. On fees, FLTR is cheaper at 0.14% per year. On volatility, FLTR has been the lower-risk option at 0.25%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, FLTR has performed better with a 3.51% return vs 2.27%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
FLTR is cheaper with a 0.14% expense ratio, compared with 0.42% for MORT.
MORT has the higher dividend yield at 13.30%, compared with 4.73% for FLTR.
MORT is categorized as REIT, while FLTR is Corporate Bonds. MORT tracks MVIS Global Mortgage REITs Index, while FLTR tracks MVIS US Investment Grade Floating Rate Index. Their fees differ too: 0.42% for MORT and 0.14% for FLTR.
FLTR currently has the higher Sharpe Ratio (6.77 vs 0.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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