Screener
MORT vs RAAX
VanEck Mortgage REIT Income ETF vs VanEck Real Assets ETF
Key differences
- MORT costs 0.26% less per year.
- MORT is classified as equity, while RAAX is alternative — different risk/return profiles.
- MORT follows a index tracking strategy; RAAX uses active selection.
- Over the last 3 years, RAAX has delivered higher annualized returns.
- MORT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MORT | RAAX | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.69% |
| Fund size (AUM) | $407M | $905M |
| Since | 2011 | 2018 |
| Dividend yield | 12.48% | 1.93% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +14.7% | +37.4% |
| CAGR 3Y | +10.7% | +21.7% |
| CAGR 5Y | -1.3% | +14.2% |
| Sharpe 3Y | 0.42 | 1.23 |
| Volatility 1Y | 16.64% | 13.64% |
| Max drawdown | -70.13% | -33.91% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MORT and RAAX
Explore further