Screener
MORT vs USRT
VanEck Mortgage REIT Income ETF vs iShares Core U.S. REIT ETF
Key differences
- USRT costs 0.35% less per year.
- USRT is significantly larger than MORT — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, USRT has delivered higher annualized returns.
Side-by-side comparison
| MORT | USRT | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.08% |
| Fund size (AUM) | $407M | $3.8B |
| Since | 2011 | 2007 |
| Dividend yield | 12.48% | 2.65% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.7% | +21.7% |
| CAGR 3Y | +10.7% | +13.5% |
| CAGR 5Y | -1.3% | +6.5% |
| Sharpe 3Y | 0.42 | 0.62 |
| Volatility 1Y | 16.64% | 13.24% |
| Max drawdown | -70.13% | -44.38% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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