Fund comparison · from official SEC filings
MORT vs REM: how much do they overlap?
VanEck Mortgage REIT Income ETF and iShares Mortgage Real Estate ETF
vs
MORT and REM are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
MORT
REM
N
NLYANNALY CAPITAL MANAGEMENT IN
16.61%
22.16%
A
AGNCAGNC INVESTMENT CORP
13.07%
14.49%
S
STWDSTARWOOD PROPERTY TRUST INC
7.15%
7.78%
R
RITMRITHM CAPITAL CORP
6.55%
4.61%
D
DXDYNEX CAPITAL INC
4.80%
4.46%
B
BXMTBLACKSTONE MORTGAGE TRU-CL A
4.62%
4.68%
A
ARRARMOUR RESIDENTIAL REIT INC
4.28%
4.16%
O
ORCORCHID ISLAND CAPITAL INC
4.16%
2.87%
E
EFCELLINGTON FINANCIAL INC
3.95%
3.19%
A
ABRARBOR REALTY TRUST INC
3.78%
3.31%
A
ARIAPOLLO COMMERCIAL REAL ESTAT
3.21%
3.26%
T
TWOTWO HARBORS INVESTMENT CORP
2.93%
2.63%
L
LADRLADDER CAPITAL CORP-REIT
2.91%
2.46%
C
CIMCHIMERA INVESTMENT CORP
2.63%
2.26%
M
MFAMFA FINANCIAL INC
2.61%
2.18%
P
PMTPENNYMAC MORTGAGE INVESTMENT
2.21%
2.25%
I
IVRINVESCO MORTGAGE CAPITAL
1.89%
1.37%
A
ADAMADAMAS TRUST INC
1.74%
1.38%
B
BRSPBRIGHTSPIRE CAPITAL INC
1.74%
1.59%
F
FBRTFRANKLIN BSP REALTY TRUST IN
1.66%
1.53%
R
RWTREDWOOD TRUST INC
1.39%
1.57%
T
TRTXTPG RE FINANCE TRUST INC
1.49%
1.23%
K
KREFKKR REAL ESTATE FINANCE TRUS
0.84%
0.74%
A
ACREARES COMMERCIAL REAL ESTATE
0.75%
0.56%
R
REFICHICAGO ATLANTIC REAL ESTATE
0.69%
0.45%
Only in MORT
G
GVMXXSTATE ST INST US GOV MM-PREM
2.35%
Only in REM
R
RCREADY CAPITAL CORP
0.52%
C
CMTGCLAROS MORTGAGE TRUST INC
0.48%
M
MITTTPG MORTGAGE INVESTMENT TRUS
0.46%
S
SEVNSEVEN HILLS REALTY TRUST
0.40%
A
ACRACRES COMMERCIAL REALTY CORP
0.26%
A
AOMRANGEL OAK MORTGAGE REIT INC
0.26%
N
NREFNEXPOINT REAL ESTATE FINANCE
0.20%
?
—BLACKROCK GLOBAL
0.10%
?
—BLACKROCK CASH FUNDS
0.10%
?
—BOARD OF TRADE OF THE CITY OF CHICAGO, INC.
0.02%
Hold MORT and REM together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
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REM vs IWNiShares Russell 2000 Value ETF
2% overlap
REM vs FISVXFidelity Small Cap Value Index Fund
2% overlap
MORT vs IWNiShares Russell 2000 Value ETF
1% overlap
REM vs VTWVVANGUARD RUSSELL 2000 VALUE INDEX FUND
1% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.