MORT vs. XLRI
MORT (VanEck Vectors Mortgage REIT Income ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - MORT is a REIT fund tracking the MVIS Global Mortgage REITs Index, while XLRI is a Derivative Income fund actively managed by State Street. MORT is passively managed, while XLRI is actively managed. A 0.55 correlation means they provide meaningful diversification when combined. MORT charges 0.42%/yr vs 0.35%/yr for XLRI.
Performance
MORT vs. XLRI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MORT achieves a -0.42% return, which is significantly lower than XLRI's 6.71% return.
MORT
- 1D
- 1.00%
- 1M
- 0.90%
- YTD
- -0.42%
- 6M
- -0.37%
- 1Y
- 10.51%
- 3Y*
- 8.23%
- 5Y*
- -2.38%
- 10Y*
- 2.52%
XLRI
- 1D
- 1.31%
- 1M
- 1.23%
- YTD
- 6.71%
- 6M
- 7.39%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MORT vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MORT VanEck Vectors Mortgage REIT Income ETF | -0.42% | 4.41% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 6.71% | -0.57% |
Correlation
The correlation between MORT and XLRI is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.55 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MORT vs. XLRI — Risk / Return Rank
MORT
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MORT vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Mortgage REIT Income ETF (MORT) and State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI). 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 | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.12 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.74 | — | — |
| Martin ratioReturn relative to average drawdown | 1.92 | — | — |
Loading charts...
Drawdowns
MORT vs. XLRI - Drawdown Comparison
The maximum MORT drawdown since its inception was -70.13%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for MORT and XLRI.
Loading charts...
Drawdown Indicators
| MORT | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.13% | -7.12% | -63.01% |
Max Drawdown (1Y)Largest decline over 1 year | -14.27% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -21.98% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -42.48% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -70.13% | — | — |
Current DrawdownCurrent decline from peak | -21.94% | -0.54% | -21.40% |
Average DrawdownAverage peak-to-trough decline | -15.33% | -1.65% | -13.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.48% | — | — |
Volatility
MORT vs. XLRI - Volatility Comparison
Loading charts...
Volatility by Period
| MORT | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 13.20% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.83% | 10.99% | +5.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.70% | 10.99% | +12.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.88% | 10.99% | +17.89% |
MORT vs. XLRI - Expense Ratio Comparison
MORT has a 0.42% expense ratio, which is higher than XLRI's 0.35% expense ratio.
Dividends
MORT vs. XLRI - Dividend Comparison
MORT's dividend yield for the trailing twelve months is around 13.07%, more than XLRI's 12.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MORT VanEck Vectors Mortgage REIT Income ETF | 13.07% | 12.76% | 11.55% | 12.18% | 13.09% | 8.21% | 8.11% | 7.36% | 8.19% | 7.82% | 8.21% | 9.91% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 12.24% | 6.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MORT and XLRI 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.
On fees, XLRI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLRI is cheaper with a 0.35% expense ratio, compared with 0.42% for MORT.
MORT has the higher dividend yield at 13.07%, compared with 12.24% for XLRI.
MORT is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: VanEck and State Street. Their fees differ too: 0.42% for MORT and 0.35% for XLRI.
Find the right allocation for MORT and XLRI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer