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TRUF vs MORT

Vaneck Financials TruSector ETF vs VanEck Mortgage REIT Income ETF

TRUF

Vaneck Financials TruSector ETF

VanEck

Annual cost

0.10%

Fund size

$0.5M

MORT

VanEck Mortgage REIT Income ETF

VanEck

Annual cost

0.43%

Fund size

$407M

Key differences

  • TRUF costs 0.33% less per year.
  • MORT is significantly larger than TRUF — larger funds tend to be more liquid and less likely to close.
  • TRUF follows a active selection strategy; MORT uses index tracking.
  • MORT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TRUFMORT
Annual cost (TER)0.10%0.43%
Fund size (AUM)$0.5M$407M
Since20262011
Dividend yield12.48%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+14.7%
CAGR 3YN/A+10.7%
CAGR 5YN/A-1.3%
Sharpe 3YN/A0.42
Volatility 1Y16.64%
Max drawdown-3.06%-70.13%

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

Similar to TRUF and MORT