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MORT vs REZ

VanEck Mortgage REIT Income ETF vs iShares Residential and Multisector Real Estate ETF

MORT

VanEck Mortgage REIT Income ETF

VanEck

Annual cost

0.43%

Fund size

$407M

REZ

iShares Residential and Multisector Real Estate ETF

iShares

Annual cost

0.48%

Fund size

$843M

Key differences

  • Over the last 3 years, REZ has delivered higher annualized returns.

Side-by-side comparison

MORTREZ
Annual cost (TER)0.43%0.48%
Fund size (AUM)$407M$843M
Since20112007
Dividend yield12.48%2.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.7%+15.6%
CAGR 3Y+10.7%+12.1%
CAGR 5Y-1.3%+5.8%
Sharpe 3Y0.420.54
Volatility 1Y16.64%14.19%
Max drawdown-70.13%-44.15%

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

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