RINC vs. MORT

Last updated Apr 1, 2026

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 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.

Performance

RINC vs. MORT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AXS Real Estate Income ETF (RINC) and VanEck Vectors Mortgage REIT Income ETF (MORT). The values are adjusted to include any dividend payments, if applicable.

RINC vs. MORT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
RINC AXS Real Estate Income ETF	0.00%	7.75%	-5.74%	1.71%
MORT VanEck Vectors Mortgage REIT Income ETF	-2.38%	12.17%	0.14%	6.06%

Returns By Period

RINC

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MORT

• 1D: 2.70%
• 1M: -4.47%
• YTD: -2.38%
• 6M: 1.74%
• 1Y: 4.11%
• 3Y*: 9.12%
• 5Y*: -1.41%
• 10Y*: 3.04%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RINC vs. MORT - Expense Ratio Comparison

RINC has a 0.89% expense ratio, which is higher than MORT's 0.42% expense ratio.

RINC

AXS Real Estate Income ETF

MORT

VanEck Vectors Mortgage REIT Income ETF

Return for Risk

RINC vs. MORT — Risk / Return Rank

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

MORT

MORT Risk / Return Rank: 19
MORT Sharpe Ratio Rank: 18
MORT Sortino Ratio Rank: 17
MORT Omega Ratio Rank: 18
MORT Calmar Ratio Rank: 21
MORT Martin Ratio Rank: 20

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.

RINC vs. MORT - Risk-Adjusted Trends 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	RINC	MORT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.20	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-0.06	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.11	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.16	—

Correlation

The correlation between RINC and MORT is 0.84, 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.

Dividends

RINC vs. MORT - Dividend Comparison

RINC's dividend yield for the trailing twelve months is around 3.60%, less than MORT's 13.07% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RINC AXS Real Estate Income ETF	3.60%	6.04%	10.85%	3.88%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MORT VanEck Vectors Mortgage REIT Income ETF	13.07%	12.76%	11.55%	12.18%	13.09%	8.21%	8.11%	7.36%	8.19%	7.82%	8.21%	9.91%

Drawdowns

Drawdown Indicators

	RINC	MORT	Difference
Max Drawdown Largest peak-to-trough decline	—	-70.13%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-14.55%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-42.73%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-70.13%	—
Current Drawdown Current decline from peak	—	-23.47%	—
Average Drawdown Average peak-to-trough decline	—	-15.24%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	5.35%	—

Volatility

Volatility by Period

	RINC	MORT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.50%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.63%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	21.00%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	23.72%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	28.81%	—