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VNQ vs MORT
Vanguard Real Estate Index Fund ETF Shares vs VanEck Mortgage REIT Income ETF
Key differences
- VNQ costs 0.30% less per year.
- VNQ is significantly larger than MORT — larger funds tend to be more liquid and less likely to close.
- VNQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VNQ | MORT | |
|---|---|---|
| Annual cost (TER) | 0.13% | 0.43% |
| Fund size (AUM) | $69.9B | $407M |
| Since | 2003 | 2011 |
| Dividend yield | 3.62% | 12.48% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +15.7% | +14.7% |
| CAGR 3Y | +10.8% | +10.7% |
| CAGR 5Y | +3.9% | -1.3% |
| Sharpe 3Y | 0.49 | 0.42 |
| Volatility 1Y | 13.13% | 16.64% |
| Max drawdown | -42.40% | -70.13% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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