RINC vs. MORT
Compare and contrast key facts about AXS Real Estate Income ETF (RINC) and VanEck Vectors Mortgage REIT Income ETF (MORT).
RINC and MORT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RINC is a passively managed fund by AXS Investments that tracks the performance of the Gapstow Real Estate Income Index. It was launched on Aug 28, 2023. 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 RINC 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: RINC or MORT.
Correlation
The correlation between RINC and MORT is 0.93, 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
RINC vs. MORT - Performance Comparison
Key characteristics
RINC:
0.58
MORT:
0.94
RINC:
0.88
MORT:
1.31
RINC:
1.11
MORT:
1.17
RINC:
0.75
MORT:
0.45
RINC:
2.03
MORT:
3.69
RINC:
5.55%
MORT:
4.51%
RINC:
19.42%
MORT:
17.74%
RINC:
-19.35%
MORT:
-70.13%
RINC:
-5.41%
MORT:
-24.17%
Returns By Period
In the year-to-date period, RINC achieves a 5.20% return, which is significantly lower than MORT's 8.38% return.
RINC
5.20%
4.99%
-0.35%
9.06%
N/A
N/A
MORT
8.38%
6.57%
3.99%
16.74%
-5.25%
2.16%
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RINC vs. MORT - Expense Ratio Comparison
RINC has a 0.89% expense ratio, which is higher than MORT's 0.42% expense ratio.
Risk-Adjusted Performance
RINC vs. MORT — Risk-Adjusted Performance Rank
RINC
MORT
RINC vs. MORT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AXS Real Estate Income ETF (RINC) 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
RINC vs. MORT - Dividend Comparison
RINC's dividend yield for the trailing twelve months is around 10.31%, less than MORT's 10.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RINC AXS Real Estate Income ETF | 10.31% | 10.85% | 3.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MORT VanEck Vectors Mortgage REIT Income ETF | 10.65% | 11.54% | 12.18% | 13.10% | 8.21% | 8.11% | 7.36% | 8.19% | 7.82% | 8.21% | 9.91% | 10.08% |
Drawdowns
RINC vs. MORT - Drawdown Comparison
The maximum RINC drawdown since its inception was -19.35%, smaller than the maximum MORT drawdown of -70.13%. Use the drawdown chart below to compare losses from any high point for RINC and MORT. For additional features, visit the drawdowns tool.
Volatility
RINC vs. MORT - Volatility Comparison
AXS Real Estate Income ETF (RINC) has a higher volatility of 4.79% compared to VanEck Vectors Mortgage REIT Income ETF (MORT) at 4.14%. This indicates that RINC's price experiences larger fluctuations and is considered to be riskier than MORT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.