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MVRL vs. VRAI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MVRL vs. VRAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN (MVRL) and Virtus Real Asset Income ETF (VRAI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MVRL achieves a -5.20% return, which is significantly lower than VRAI's 21.11% return.


MVRL

1D
-2.09%
1M
-7.86%
YTD
-5.20%
6M
-5.45%
1Y
11.96%
3Y*
7.15%
5Y*
-8.72%
10Y*

VRAI

1D
-0.11%
1M
-0.41%
YTD
21.11%
6M
17.67%
1Y
26.70%
3Y*
11.98%
5Y*
5.40%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MVRL vs. VRAI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
MVRL
ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN
-5.20%14.96%-3.45%12.30%-42.41%21.71%57.90%
VRAI
Virtus Real Asset Income ETF
21.11%6.67%2.66%6.12%-9.96%24.35%13.27%

Correlation

The correlation between MVRL and VRAI is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.42

Correlation (3Y)
Calculated over the trailing 3-year period

0.56

Correlation (5Y)
Calculated over the trailing 5-year period

0.62

Correlation (All Time)
Calculated using the full available price history since Jun 4, 2020

0.65

Over the past year, the correlation between MVRL and VRAI has dropped to 0.42 - well below their long-term average of 0.65, suggesting their price drivers have been diverging.

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Return for Risk

MVRL vs. VRAI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MVRL
MVRL Risk / Return Rank: 1616
Overall Rank
MVRL Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
MVRL Sortino Ratio Rank: 1616
Sortino Ratio Rank
MVRL Omega Ratio Rank: 1616
Omega Ratio Rank
MVRL Calmar Ratio Rank: 1616
Calmar Ratio Rank
MVRL Martin Ratio Rank: 1616
Martin Ratio Rank

VRAI
VRAI Risk / Return Rank: 7676
Overall Rank
VRAI Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VRAI Sortino Ratio Rank: 7070
Sortino Ratio Rank
VRAI Omega Ratio Rank: 6565
Omega Ratio Rank
VRAI Calmar Ratio Rank: 9090
Calmar Ratio Rank
VRAI Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MVRL vs. VRAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN (MVRL) and Virtus Real Asset Income ETF (VRAI). 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.


MVRLVRAIDifference
Sharpe ratioReturn per unit of total volatility

-1.82

Sortino ratioReturn per unit of downside risk

-2.44

Omega ratioGain probability vs. loss probability

1.10

1.39

-0.30

Calmar ratioReturn relative to maximum drawdown

0.57

5.57

-4.99

Martin ratioReturn relative to average drawdown

1.60

17.57

-15.97

MVRL vs. VRAI - Sharpe Ratio Comparison

The current MVRL Sharpe Ratio is 0.44, which is lower than the VRAI Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of MVRL and VRAI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


MVRLVRAIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.44

2.27

-1.82

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.24

0.33

-0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

0.29

-0.16

Drawdowns

MVRL vs. VRAI - Drawdown Comparison

The maximum MVRL drawdown since its inception was -60.25%, which is greater than VRAI's maximum drawdown of -47.51%. Use the drawdown chart below to compare losses from any high point for MVRL and VRAI.


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Drawdown Indicators


MVRLVRAIDifference

Max Drawdown

Largest peak-to-trough decline

-60.25%

-47.51%

-12.74%

Max Drawdown (1Y)

Largest decline over 1 year

-20.93%

-4.82%

-16.11%

Max Drawdown (3Y)

Largest decline over 3 years

-32.20%

-16.89%

-15.31%

Max Drawdown (5Y)

Largest decline over 5 years

-60.25%

-26.71%

-33.54%

Current Drawdown

Current decline from peak

-39.93%

-1.02%

-38.91%

Average Drawdown

Average peak-to-trough decline

-31.81%

-10.10%

-21.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.51%

1.53%

+5.98%

Volatility

MVRL vs. VRAI - Volatility Comparison

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN (MVRL) has a higher volatility of 5.87% compared to Virtus Real Asset Income ETF (VRAI) at 3.50%. This indicates that MVRL's price experiences larger fluctuations and is considered to be riskier than VRAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MVRLVRAIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.87%

3.50%

+2.37%

Volatility (6M)

Calculated over the trailing 6-month period

20.18%

8.45%

+11.73%

Volatility (1Y)

Calculated over the trailing 1-year period

27.30%

11.86%

+15.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.55%

16.64%

+19.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.63%

22.13%

+15.50%

MVRL vs. VRAI - Expense Ratio Comparison

MVRL has a 0.95% expense ratio, which is higher than VRAI's 0.55% expense ratio.


Dividends

MVRL vs. VRAI - Dividend Comparison

MVRL's dividend yield for the trailing twelve months is around 21.21%, more than VRAI's 3.23% yield.


PositionTTM2025202420232022202120202019
MVRL
ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN
21.21%19.15%19.27%18.69%25.21%12.33%5.63%0.00%
VRAI
Virtus Real Asset Income ETF
3.23%4.68%7.13%5.02%4.48%3.34%3.91%2.80%

Frequently Asked Questions


MVRL and VRAI have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MVRL has higher volatility (5.87%) compared to VRAI (3.50%). In terms of maximum drawdown, MVRL dropped -60.25% vs VRAI's -47.51%.

On 5-year performance, VRAI leads with 5.40% vs -8.72% for MVRL. On fees, VRAI is cheaper at 0.55% per year. On volatility, VRAI has been the lower-risk option at 3.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, VRAI has performed better with a 5.40% return vs -8.72%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VRAI is cheaper with a 0.55% expense ratio, compared with 0.95% for MVRL.

MVRL has the higher dividend yield at 21.21%, compared with 3.23% for VRAI.

MVRL tracks MVIS US Mortgage REITs Index (150%), while VRAI tracks Indxx Real Asset Income Index. They also come from different issuers: UBS and Virtus Investment Partners. Their fees differ too: 0.95% for MVRL and 0.55% for VRAI.

VRAI currently has the higher Sharpe Ratio (2.27 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.

Portfolio Optimizer

Find the right allocation for MVRL and VRAI

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