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REM vs MEAR

iShares Mortgage Real Estate Capped ETF vs iShares Short Maturity Municipal Bond Active ETF

REM

iShares Mortgage Real Estate Capped ETF

Annual cost

0.48%

Fund size

$580M

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.3B

Key differences

  • MEAR costs 0.22% less per year.
  • REM is classified as equity, while MEAR is fixed income — different risk/return profiles.
  • REM follows a index tracking strategy; MEAR uses active selection.
  • Over the last 3 years, REM has delivered higher annualized returns.
  • REM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REMMEAR
Annual cost (TER)0.48%0.26%
Fund size (AUM)$580M$1.3B
Since20072015
Dividend yield8.60%2.87%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+15.8%+3.3%
CAGR 3Y+10.6%+3.6%
CAGR 5Y-1.5%+2.4%
Sharpe 3Y0.420.02
Volatility 1Y16.89%0.86%
Max drawdown-68.52%-2.68%

Similar to REM and MEAR