Skip to content
Beacon
Screener

EVX vs MORT

VanEck Environmental Services ETF vs VanEck Mortgage REIT Income ETF

EVX

VanEck Environmental Services ETF

VanEck

Annual cost

0.55%

Fund size

$98M

MORT

VanEck Mortgage REIT Income ETF

VanEck

Annual cost

0.43%

Fund size

$407M

Key differences

  • MORT costs 0.12% less per year.
  • MORT is significantly larger than EVX — larger funds tend to be more liquid and less likely to close.
  • EVX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EVXMORT
Annual cost (TER)0.55%0.43%
Fund size (AUM)$98M$407M
Since20062011
Dividend yield0.18%12.48%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.0%+14.7%
CAGR 3Y+10.7%+10.7%
CAGR 5Y+7.8%-1.3%
Sharpe 3Y0.510.42
Volatility 1Y13.65%16.64%
Max drawdown-41.01%-70.13%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to EVX and MORT