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MORT vs EVX

VanEck Mortgage REIT Income ETF vs VanEck Environmental Services ETF

MORT

VanEck Mortgage REIT Income ETF

VanEck

Annual cost

0.43%

Fund size

$407M

EVX

VanEck Environmental Services ETF

VanEck

Annual cost

0.55%

Fund size

$98M

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

MORTEVX
Annual cost (TER)0.43%0.55%
Fund size (AUM)$407M$98M
Since20112006
Dividend yield12.48%0.18%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.7%+6.0%
CAGR 3Y+10.7%+10.7%
CAGR 5Y-1.3%+7.8%
Sharpe 3Y0.420.51
Volatility 1Y16.64%13.65%
Max drawdown-70.13%-41.01%

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

Similar to MORT and EVX