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REM
+0.53 · +2.40%
$22.77 · BATS

iShares Mortgage Real Estate Capped ETF (REM) ETF Analysis | Real Estate

iShares · United States
AUM:$589.4M
#– 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

REM returned +4.2% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.48% — moderate cost. Consider how fees compound over long holding periods.

What is REM?

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in S-2 certain futures, options and swap contracts, cash and cash equivalents.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
REM returned 4.2% over the past year.
Moderate Cost
Expense ratio of 0.48%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 71.8% of the ETF — significant weight in a small number of names.
ETF Information
AUM$589.4M
Expense Ratio0.48%
Dividend Yield8.47%
Holdings10
Inception DateMay 2007
DomicileUnited States
DistributionNA
Index–
ProvideriShares
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
-3.0%
1Y
+2.7%
3Y
+15.6%
5Y
-11.3%
OpenBook InsightIf you had invested £10,000 in REM 5 years ago, it would have fallen to £8,866 — a loss of £1,134.

Annual Returns

Calendar year performance

REM delivered positive returns in 2 of the last 5 calendar years.
YearREM
2026 YTD-2.8%
2025+12.7%
2024-0.6%
2023+12.4%
2022-29.0%
CAGR 4yr-2.7%
2/5 positive yearsAvg return: -1.4%Worst year: -29.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
14.4%
Low
Momentum
-0.6%
30-day change
Support Level
21.50
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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