RSPR vs. MORT
RSPR (Invesco S&P 500 Equal Weight Real Estate ETF) and MORT (VanEck Vectors Mortgage REIT Income ETF) are both REIT funds - RSPR tracks the S&P 500 Equal Weighted / Real Estate - SEC while MORT tracks the MVIS Global Mortgage REITs Index. Both are passively managed. Over the past 10 years, RSPR returned 6.30%/yr vs 2.54%/yr for MORT. A 0.57 correlation means they provide meaningful diversification when combined. RSPR charges 0.40%/yr vs 0.42%/yr for MORT.
Performance
RSPR vs. MORT - Performance Comparison
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Returns By Period
In the year-to-date period, RSPR achieves a 10.69% return, which is significantly higher than MORT's -0.22% return. Over the past 10 years, RSPR has outperformed MORT with an annualized return of 6.30%, while MORT has yielded a comparatively lower 2.54% annualized return.
RSPR
- 1D
- 0.01%
- 1M
- 1.58%
- YTD
- 10.69%
- 6M
- 10.49%
- 1Y
- 6.24%
- 3Y*
- 10.36%
- 5Y*
- 2.76%
- 10Y*
- 6.30%
MORT
- 1D
- 0.20%
- 1M
- 1.10%
- YTD
- -0.22%
- 6M
- -1.08%
- 1Y
- 9.99%
- 3Y*
- 8.30%
- 5Y*
- -2.35%
- 10Y*
- 2.54%
RSPR vs. MORT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 10.69% | -1.88% | 8.61% | 11.59% | -25.16% | 49.61% | -2.90% | 24.62% | -4.11% | 8.76% |
MORT VanEck Vectors Mortgage REIT Income ETF | -0.22% | 12.17% | 0.14% | 14.74% | -26.92% | 15.95% | -22.39% | 21.26% | -4.45% | 18.88% |
Correlation
The correlation between RSPR and MORT is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Aug 14, 2015 | 0.57 |
The correlation between RSPR and MORT has been stable across timeframes, ranging from 0.57 to 0.66 - a consistent structural relationship.
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Return for Risk
RSPR vs. MORT — Risk / Return Rank
RSPR
MORT
RSPR vs. MORT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) 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.
| RSPR | MORT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.11 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 0.70 | +0.02 |
| Martin ratioReturn relative to average drawdown | 1.59 | 1.82 | -0.23 |
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Drawdowns
RSPR vs. MORT - Drawdown Comparison
The maximum RSPR drawdown since its inception was -41.96%, smaller than the maximum MORT drawdown of -70.13%. Use the drawdown chart below to compare losses from any high point for RSPR and MORT.
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Drawdown Indicators
| RSPR | MORT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.96% | -70.13% | +28.17% |
Max Drawdown (1Y)Largest decline over 1 year | -8.71% | -14.27% | +5.56% |
Max Drawdown (3Y)Largest decline over 3 years | -17.78% | -21.98% | +4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -33.03% | -42.48% | +9.45% |
Max Drawdown (10Y)Largest decline over 10 years | -41.96% | -70.13% | +28.17% |
Current DrawdownCurrent decline from peak | -1.69% | -21.79% | +20.10% |
Average DrawdownAverage peak-to-trough decline | -9.36% | -15.33% | +5.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 5.50% | -1.54% |
Volatility
RSPR vs. MORT - Volatility Comparison
Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) and VanEck Vectors Mortgage REIT Income ETF (MORT) have volatilities of 4.91% and 4.80%, 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.
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Volatility by Period
| RSPR | MORT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.91% | 4.80% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 13.20% | -2.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.54% | 16.83% | -2.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.13% | 23.69% | -4.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.41% | 28.88% | -7.47% |
RSPR vs. MORT - Expense Ratio Comparison
RSPR has a 0.40% expense ratio, which is lower than MORT's 0.42% expense ratio.
Dividends
RSPR vs. MORT - Dividend Comparison
RSPR's dividend yield for the trailing twelve months is around 2.84%, less than MORT's 13.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MORT VanEck Vectors Mortgage REIT Income ETF | 13.05% | 12.76% | 11.55% | 12.18% | 13.09% | 8.21% | 8.11% | 7.36% | 8.19% | 7.82% | 8.21% | 9.91% |
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 2.84% | 2.70% | 2.58% | 2.91% | 3.14% | 2.56% | 3.82% | 2.48% | 3.02% | 3.01% | 2.06% | 1.03% |
Frequently Asked Questions
RSPR and MORT have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSPR has higher volatility (4.91%) compared to MORT (4.80%). In terms of maximum drawdown, RSPR dropped -41.96% vs MORT's -70.13%.
On 10-year performance, RSPR leads with 6.30% vs 2.54% for MORT. On fees, RSPR is cheaper at 0.40% per year. On volatility, MORT has been the lower-risk option at 4.80%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, RSPR has performed better with a 6.30% return vs 2.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RSPR is cheaper with a 0.40% expense ratio, compared with 0.42% for MORT.
MORT has the higher dividend yield at 13.05%, compared with 2.84% for RSPR.
RSPR tracks S&P 500 Equal Weighted / Real Estate - SEC, while MORT tracks MVIS Global Mortgage REITs Index. They also come from different issuers: Invesco and VanEck. Their fees differ too: 0.40% for RSPR and 0.42% for MORT.
MORT currently has the higher Sharpe Ratio (0.60 vs 0.43), 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.
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