REM vs. REIT
Compare and contrast key facts about iShares Mortgage Real Estate ETF (REM) and ALPS Active REIT ETF (REIT).
REM and REIT 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. REIT is an actively managed fund by ALPS. It was launched on Feb 24, 2021.
Performance
REM vs. REIT - Performance Comparison
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REM vs. REIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
REM iShares Mortgage Real Estate ETF | -2.83% | 13.30% | -1.00% | 14.43% | -27.56% | 9.48% |
REIT ALPS Active REIT ETF | 5.55% | -0.55% | 7.11% | 13.74% | -21.23% | 33.56% |
Returns By Period
In the year-to-date period, REM achieves a -2.83% return, which is significantly lower than REIT's 5.55% return.
REM
- 1D
- -0.37%
- 1M
- -5.30%
- YTD
- -2.83%
- 6M
- 0.50%
- 1Y
- 4.62%
- 3Y*
- 8.76%
- 5Y*
- -1.60%
- 10Y*
- 3.23%
REIT
- 1D
- 0.74%
- 1M
- -5.16%
- YTD
- 5.55%
- 6M
- 3.85%
- 1Y
- 4.13%
- 3Y*
- 7.59%
- 5Y*
- 5.11%
- 10Y*
- —
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REM vs. REIT - Expense Ratio Comparison
REM has a 0.48% expense ratio, which is lower than REIT's 0.68% expense ratio.
Return for Risk
REM vs. REIT — Risk / Return Rank
REM
REIT
REM vs. REIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Mortgage Real Estate ETF (REM) and ALPS Active REIT ETF (REIT). 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.
| REM | REIT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.22 | 0.26 | -0.04 |
Sortino ratioReturn per unit of downside risk | 0.43 | 0.46 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.06 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 0.32 | -0.03 |
Martin ratioReturn relative to average drawdown | 0.81 | 1.18 | -0.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| REM | REIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.22 | 0.26 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.28 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 0.33 | -0.37 |
Correlation
The correlation between REM and REIT is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
REM vs. REIT - Dividend Comparison
REM's dividend yield for the trailing twelve months is around 9.25%, more than REIT's 2.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REM iShares Mortgage Real Estate ETF | 9.25% | 8.70% | 9.61% | 9.46% | 11.13% | 7.29% | 7.72% | 8.16% | 10.00% | 9.97% | 10.03% | 11.99% |
REIT ALPS Active REIT ETF | 2.99% | 3.20% | 3.06% | 3.13% | 2.81% | 4.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
REM vs. REIT - Drawdown Comparison
The maximum REM drawdown since its inception was -74.73%, which is greater than REIT's maximum drawdown of -29.30%. Use the drawdown chart below to compare losses from any high point for REM and REIT.
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Drawdown Indicators
| REM | REIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.73% | -29.30% | -45.43% |
Max Drawdown (1Y)Largest decline over 1 year | -14.38% | -12.50% | -1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -43.31% | -29.30% | -14.01% |
Max Drawdown (10Y)Largest decline over 10 years | -68.52% | — | — |
Current DrawdownCurrent decline from peak | -24.42% | -5.16% | -19.26% |
Average DrawdownAverage peak-to-trough decline | -38.50% | -10.69% | -27.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 3.44% | +1.80% |
Volatility
REM vs. REIT - Volatility Comparison
iShares Mortgage Real Estate ETF (REM) has a higher volatility of 7.75% compared to ALPS Active REIT ETF (REIT) at 4.60%. This indicates that REM's price experiences larger fluctuations and is considered to be riskier than REIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REM | REIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 4.60% | +3.15% |
Volatility (6M)Calculated over the trailing 6-month period | 12.82% | 8.98% | +3.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.02% | 15.85% | +5.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.56% | 18.59% | +4.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.22% | 18.52% | +9.70% |