REM vs. MORT
REM (iShares Mortgage Real Estate ETF) and MORT (VanEck Vectors Mortgage REIT Income ETF) are both REIT funds - REM tracks the FTSE NAREIT All Mortgage Capped Index while MORT tracks the MVIS Global Mortgage REITs Index. Both are passively managed. Over the past 10 years, REM returned 2.77%/yr vs 2.42%/yr for MORT. With a 0.97 correlation, they move nearly in lockstep. REM charges 0.48%/yr vs 0.42%/yr for MORT.
Performance
REM vs. MORT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, REM achieves a -1.08% return, which is significantly higher than MORT's -1.41% return. Over the past 10 years, REM has outperformed MORT with an annualized return of 2.77%, while MORT has yielded a comparatively lower 2.42% annualized return.
REM
- 1D
- -0.79%
- 1M
- 0.25%
- YTD
- -1.08%
- 6M
- -2.10%
- 1Y
- 10.93%
- 3Y*
- 7.74%
- 5Y*
- -2.41%
- 10Y*
- 2.77%
MORT
- 1D
- -0.79%
- 1M
- -0.10%
- YTD
- -1.41%
- 6M
- -2.52%
- 1Y
- 9.84%
- 3Y*
- 7.87%
- 5Y*
- -2.32%
- 10Y*
- 2.42%
REM vs. MORT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REM iShares Mortgage Real Estate ETF | -1.08% | 13.30% | -1.00% | 14.43% | -27.56% | 16.14% | -19.99% | 21.34% | -3.09% | 18.43% |
MORT VanEck Vectors Mortgage REIT Income ETF | -1.41% | 12.17% | 0.14% | 14.74% | -26.92% | 15.95% | -22.39% | 21.26% | -4.45% | 18.88% |
Correlation
The correlation between REM and MORT is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Aug 17, 2011 | 0.97 |
The correlation between REM and MORT has been stable across timeframes, ranging from 0.97 to 0.99 - a consistent structural relationship.
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
REM vs. MORT — Risk / Return Rank
REM
MORT
REM vs. MORT - Risk-Adjusted Trends 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.
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.
| REM | MORT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.11 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.77 | 0.69 | +0.08 |
| Martin ratioReturn relative to average drawdown | 2.08 | 1.81 | +0.27 |
Loading charts...
Drawdowns
REM vs. MORT - Drawdown Comparison
The maximum REM drawdown since its inception was -74.73%, 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.
Loading charts...
Drawdown Indicators
| REM | MORT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.73% | -70.13% | -4.60% |
Max Drawdown (1Y)Largest decline over 1 year | -14.25% | -14.27% | +0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -21.91% | -21.98% | +0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -43.31% | -42.48% | -0.83% |
Max Drawdown (10Y)Largest decline over 10 years | -68.52% | -70.13% | +1.61% |
Current DrawdownCurrent decline from peak | -23.06% | -22.71% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -38.30% | -15.33% | -22.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.27% | 5.45% | -0.18% |
Volatility
REM vs. MORT - Volatility Comparison
iShares Mortgage Real Estate ETF (REM) and VanEck Vectors Mortgage REIT Income ETF (MORT) have volatilities of 4.73% and 4.74%, 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.
Loading charts...
Volatility by Period
| REM | MORT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 4.74% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.37% | 13.18% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 16.84% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.57% | 23.70% | -0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.30% | 28.88% | -0.58% |
REM vs. MORT - Expense Ratio Comparison
REM has a 0.48% expense ratio, which is higher than MORT's 0.42% expense ratio.
Dividends
REM vs. MORT - Dividend Comparison
REM's dividend yield for the trailing twelve months is around 9.11%, less than MORT's 13.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MORT VanEck Vectors Mortgage REIT Income ETF | 13.20% | 12.76% | 11.55% | 12.18% | 13.09% | 8.21% | 8.11% | 7.36% | 8.19% | 7.82% | 8.21% | 9.91% |
REM iShares Mortgage Real Estate ETF | 9.11% | 8.70% | 9.61% | 9.46% | 11.13% | 7.29% | 7.72% | 8.16% | 10.00% | 9.97% | 10.03% | 11.99% |
Frequently Asked Questions
With a correlation of 0.99, REM and MORT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
MORT has higher volatility (4.74%) compared to REM (4.73%). In terms of maximum drawdown, REM dropped -74.73% vs MORT's -70.13%.
On 10-year performance, REM leads with 2.77% vs 2.42% for MORT. On fees, MORT is cheaper at 0.42% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, REM has performed better with a 2.77% return vs 2.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
MORT is cheaper with a 0.42% expense ratio, compared with 0.48% for REM.
MORT has the higher dividend yield at 13.20%, compared with 9.11% for REM.
REM tracks FTSE NAREIT All Mortgage Capped Index, while MORT tracks MVIS Global Mortgage REITs Index. They also come from different issuers: iShares and VanEck. Their fees differ too: 0.48% for REM and 0.42% for MORT.
REM currently has the higher Sharpe Ratio (0.65 vs 0.59), 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.
Find the right allocation for REM and MORT
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