REM vs. MORT
Compare and contrast key facts about iShares Mortgage Real Estate ETF (REM) and VanEck Vectors Mortgage REIT Income ETF (MORT).
REM and MORT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. REM is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT All Mortgage Capped Index. It was launched on May 4, 2007. 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. Both REM and MORT 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: REM or MORT.
Key characteristics
| REM | MORT | |
|---|---|---|
| YTD Return | -5.19% | -5.42% |
| 1Y Return | 11.34% | 11.34% |
| 3Y Return (Ann) | -7.89% | -7.82% |
| 5Y Return (Ann) | -4.68% | -5.20% |
| 10Y Return (Ann) | 1.66% | 1.35% |
| Sharpe Ratio | 0.60 | 0.59 |
| Daily Std Dev | 24.71% | 25.04% |
| Max Drawdown | -74.72% | -70.13% |
| Current Drawdown | -34.24% | -34.00% |
Correlation
The correlation between REM and MORT is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
REM vs. MORT - Performance Comparison
The year-to-date returns for both stocks are quite close, with REM having a -5.19% return and MORT slightly lower at -5.42%. Over the past 10 years, REM has outperformed MORT with an annualized return of 1.66%, while MORT has yielded a comparatively lower 1.35% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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REM vs. MORT - Expense Ratio Comparison
REM has a 0.48% expense ratio, which is higher than MORT's 0.42% expense ratio.
Risk-Adjusted Performance
REM vs. MORT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Mortgage Real Estate ETF (REM) and VanEck Vectors Mortgage REIT Income ETF (MORT). 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
REM vs. MORT - Dividend Comparison
REM's dividend yield for the trailing twelve months is around 9.89%, less than MORT's 11.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REM iShares Mortgage Real Estate ETF | 9.89% | 9.46% | 11.13% | 7.29% | 7.72% | 8.16% | 10.00% | 9.97% | 10.03% | 11.99% | 14.53% | 16.12% |
MORT VanEck Vectors Mortgage REIT Income ETF | 11.65% | 12.18% | 13.09% | 8.21% | 8.11% | 7.36% | 8.19% | 7.82% | 8.21% | 9.91% | 10.01% | 15.30% |
Drawdowns
REM vs. MORT - Drawdown Comparison
The maximum REM drawdown since its inception was -74.72%, which is greater than MORT's maximum drawdown of -70.13%. Use the drawdown chart below to compare losses from any high point for REM and MORT. For additional features, visit the drawdowns tool.
Volatility
REM vs. MORT - Volatility Comparison
iShares Mortgage Real Estate ETF (REM) and VanEck Vectors Mortgage REIT Income ETF (MORT) have volatilities of 6.85% and 6.81%, 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.