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MORT
+0.23 · +2.14%
$10.87 · NYSE ARCA

VanEck Mortgage REIT Income ETF (MORT) ETF Analysis | Real Estate

VanEck · United States
AUM:$394.7M
#– of – in Real Estate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

MORT returned +3.9% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.43% — moderate cost. Consider how fees compound over long holding periods.

What is MORT?

The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Mortgage REITs Index may include small-, medium- and large-capitalization companies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
MORT returned 3.9% over the past year.
Moderate Cost
Expense ratio of 0.43%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 71.3% of the ETF — significant weight in a small number of names.
ETF Information
AUM$394.7M
Expense Ratio0.43%
Dividend Yield12.40%
Holdings25
Inception DateAug 2011
DomicileUnited States
DistributionNA
Index–
ProviderVanEck
Beta1.28
CategoryReal Estate
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-5.3%
1Y
-0.2%
3Y
+13.8%
5Y
-11.6%
OpenBook InsightIf you had invested £10,000 in MORT 5 years ago, it would have fallen to £8,842 — a loss of £1,158.

Annual Returns

Calendar year performance

MORT delivered positive returns in 3 of the last 5 calendar years.
YearMORT
2026 YTD-5.2%
2025+11.8%
2024+0.8%
2023+12.6%
2022-28.4%
CAGR 4yr-2.4%
3/5 positive yearsAvg return: -1.7%Worst year: -28.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
14.6%
Low
Momentum
-0.4%
30-day change
Support Level
9.68
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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