MORT vs. JRE
MORT (VanEck Mortgage REIT Income ETF) and JRE (Janus Henderson U.S. Real Estate ETF) are both REIT funds. MORT is passively managed, while JRE is actively managed. Over the past 5 years, MORT returned -0.99%/yr vs 4.23%/yr for JRE. Their 0.65 correlation means they have sometimes moved together and sometimes differently. MORT charges 0.43%/yr vs 0.65%/yr for JRE.
Performance
MORT vs. JRE - Performance Comparison
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Returns By Period
In the year-to-date period, MORT achieves a 0.24% return, which is significantly lower than JRE's 20.87% return.
MORT
- 1D
- 0.83%
- 1M
- -1.61%
- 6M
- -1.81%
- YTD
- 0.24%
- 1Y
- 7.47%
- 3Y*
- 5.65%
- 5Y*
- -0.99%
- 10Y*
- 1.76%
- ALL TIME*
- 4.07%
JRE
- 1D
- -0.32%
- 1M
- 1.24%
- 6M
- 18.77%
- YTD
- 20.87%
- 1Y
- 25.17%
- 3Y*
- 11.74%
- 5Y*
- 4.23%
- 10Y*
- —
- ALL TIME*
- 5.21%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $48.27K | $43.72K | $38.36K | |
| $11.29M | $14.10M | $10.03M |
MORT vs. JRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
MORT VanEck Mortgage REIT Income ETF | 0.24% | 12.17% | 0.14% | 14.74% | -26.92% | -4.37% |
JRE Janus Henderson U.S. Real Estate ETF | 20.87% | 2.97% | 7.65% | 8.79% | -23.47% | 16.20% |
Correlation
The correlation between MORT and JRE is 0.55, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.55 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.65 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2021 | 0.65 |
The correlation between MORT and JRE shifts across timeframes, from 0.55 (1 year) to 0.65 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
MORT vs. JRE — Risk / Return Rank
MORT
JRE
MORT vs. JRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Mortgage REIT Income ETF (MORT) and Janus Henderson U.S. Real Estate ETF (JRE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MORT | JRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.38 | ||
| Sortino ratioReturn per unit of downside risk | -1.82 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.32 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.53 | 3.54 | -3.01 |
| Martin ratioReturn relative to average drawdown | 1.27 | 11.50 | -10.23 |
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Drawdowns
MORT vs. JRE - Drawdown Comparison
The maximum MORT drawdown since its inception was -70.13%, which is greater than JRE's maximum drawdown of -31.69%. Use the drawdown chart below to compare losses from any high point for MORT and JRE.
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Drawdown Indicators
| MORT | JRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.13% | -31.69% | -38.44% |
Max Drawdown (1Y)Largest decline over 1 year | -14.27% | -7.14% | -7.13% |
Max Drawdown (3Y)Largest decline over 3 years | -19.93% | -18.37% | -1.56% |
Max Drawdown (5Y)Largest decline over 5 years | -42.48% | -31.69% | -10.79% |
Max Drawdown (10Y)Largest decline over 10 years | -70.13% | — | — |
Current DrawdownCurrent decline from peak | -21.42% | -3.27% | -18.15% |
Average DrawdownAverage peak-to-trough decline | -15.37% | -12.25% | -3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.90% | 2.19% | +3.71% |
Volatility
MORT vs. JRE - Volatility Comparison
VanEck Mortgage REIT Income ETF (MORT) and Janus Henderson U.S. Real Estate ETF (JRE) have volatilities of 5.04% and 4.97%, 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.
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Volatility by Period
| MORT | JRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 4.97% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.40% | 11.03% | +1.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.98% | 13.88% | +3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.59% | 18.76% | +4.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.89% | 18.68% | +10.21% |
MORT vs. JRE - Expense Ratio Comparison
MORT has a 0.43% expense ratio, which is lower than JRE's 0.65% expense ratio.
Dividends
MORT vs. JRE - Dividend Comparison
MORT's dividend yield for the trailing twelve months is around 15.23%, more than JRE's 4.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRE Janus Henderson U.S. Real Estate ETF | 4.66% | 5.81% | 2.20% | 2.77% | 2.87% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MORT VanEck Mortgage REIT Income ETF | 15.23% | 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 JRE have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MORT has higher volatility (5.04%) compared to JRE (4.97%). In terms of maximum drawdown, MORT dropped -70.13% vs JRE's -31.69%.
On 5-year performance, JRE leads with 4.23% vs -0.99% for MORT. On fees, MORT is cheaper at 0.43% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, JRE has performed better with a 4.23% return vs -0.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
MORT is cheaper with a 0.43% expense ratio, compared with 0.65% for JRE.
MORT has the higher dividend yield at 15.23%, compared with 4.66% for JRE.
They also come from different issuers: VanEck and Janus Henderson. Their fees differ too: 0.43% for MORT and 0.65% for JRE.
JRE currently has the higher Sharpe Ratio (1.82 vs 0.44), 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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