AQEC vs REM
Comparison between AQE CORE ETF (AQEC, ETF) and iShares Mortgage Real Estate ETF (REM, ETF).
AQEC vs REM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AQEC
$576M
Winner
REM
$580M
Expense Ratio
AQEC
0.49%
Winner
REM
0.48%
Max Drawdown
Winner
AQEC
13.16%
REM
92.91%
Sharpe Ratio
AQEC
-0.62
Winner
REM
0.55
5Y Beta
Winner
AQEC
0.60
REM
0.69
P/E Ratio
AQEC
20.12
Winner
REM
14.31
Forward P/E
AQEC
17.54
Winner
REM
7.41
PEG Ratio
AQEC
0.46
Winner
REM
0.07
5Y Dividends CAGR
AQEC
N/A
REM
-3.20%
5Y EPS CAGR
Winner
AQEC
10.76%
REM
-22.10%
Debt to Equity
AQEC
142.26%
Winner
REM
57.88%
P/S Ratio
Winner
AQEC
2.93
REM
4.51
P/B Ratio
AQEC
4.52
Winner
REM
0.86
AQEC vs REM - Holdings Comparison
AQEC and REM have 1 common holdings. Overlap is 0.00%
AQEC's top 25 holdings weight is 44.01%. REM's top 25 holdings weight is 96.96%.
| Rank | AQEC | REM |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.96% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 22.35% |
| #2 | MICROSOFT CORP (MSFT) - 1.92% | AGNC INVESTMENT CORP (AGNC) - 14.67% |
| #3 | APPLE INC (AAPL) - 1.90% | STARWOOD PROPERTY TRUST INC (STWD) - 7.77% |
| #4 | JOHNSON & JOHNSON (JNJ) - 1.89% | RITHM CAPITAL CORP (RITM) - 4.48% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 1.87% | DYNEX CAPITAL INC (DX) - 4.42% |
| #6 | GSK PLC ADR (GSK) - 1.86% | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 4.37% |
| #7 | GENERAL DYNAMICS CORP (GD) - 1.85% | ARMOUR RESIDENTIAL REIT INC (ARR) - 4.10% |
| #8 | RENTOKIL INITIAL PLC ADR (RTO) - 1.82% | ELLINGTON FINANCIAL INC (EFC) - 3.61% |
| #9 | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 1.81% | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 3.35% |
| #10 | n/a (WMG) - 1.80% | TWO HARBORS INVESTMENT CORP (TWO) - 2.86% |
| #11 | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 1.80% | ORCHID ISLAND CAPITAL INC (ORC) - 2.75% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.77% | LADDER CAPITAL CORP CLASS A (LADR) - 2.54% |
| #13 | COCA-COLA CO (KO) - 1.76% | CHIMERA INVESTMENT CORP (CIM) - 2.38% |
| #14 | RTX CORP (RTX) - 1.76% | ARBOR REALTY TRUST INC (ABR) - 2.37% |
| #15 | ROCHE HOLDING AG ADR (RHHBY) - 1.75% | MFA FINANCIAL INC (MFA) - 2.14% |
| #16 | EBAY INC (EBAY) - 1.75% | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.01% |
| #17 | STARBUCKS CORP (SBUX) - 1.70% | ADAMAS TRUST INC (ADAM) - 1.66% |
| #18 | NOVARTIS AG ADR (NVS) - 1.69% | BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.60% |
| #19 | CME GROUP INC CLASS A (CME) - 1.69% | FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.52% |
| #20 | RELX PLC ADR (RELX) - 1.67% | REDWOOD TRUST INC (RWT) - 1.47% |
| #21 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.64% | INVESCO MORTGAGE CAPITAL INC (IVR) - 1.33% |
| #22 | CORTEVA INC (CTVA) - 1.60% | TPG RE FINANCE TRUST INC (TRTX) - 1.30% |
| #23 | VISA INC CLASS A (V) - 1.60% | KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.78% |
| #24 | PEPSICO INC (PEP) - 1.60% | READY CAPITAL CORP (RC) - 0.58% |
| #25 | LIVE NATION ENTERTAINMENT INC (LYV) - 1.55% | ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.55% |
| Total Holdings | 68 | 36 |
AQEC vs REM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AQEC
+0.37%
REM
-4.83%
3M
AQEC
-3.55%
Winner
REM
-3.01%
6M
AQEC
-5.23%
Winner
REM
-1.43%
1Y
AQEC
N/A
REM
+11.79%
5Y(CAGR)
AQEC
N/A
REM
-2.26%
10Y(CAGR)
AQEC
N/A
REM
+2.61%
Max(CAGR)
AQEC
-4.53%
Winner
REM
-1.32%
AQEC vs REM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | AQEC | REM |
|---|---|---|
| 2026 | -5.72% | -3.20% |
| 2025 | +3.71% | +12.79% |
| 2024 | N/A | -0.45% |
| 2023 | N/A | +12.51% |
| 2022 | N/A | -28.84% |
| 2021 | N/A | +19.82% |
| 2020 | N/A | -20.73% |
| 2019 | N/A | +20.48% |
| 2018 | N/A | -2.01% |
| 2017 | N/A | +16.54% |
| 2016 | N/A | +21.07% |
| 2015 | N/A | -10.85% |
| 2014 | N/A | +15.97% |
| 2013 | N/A | -5.63% |
| 2012 | N/A | +20.36% |
| 2011 | N/A | -9.86% |
| 2010 | N/A | +15.98% |
| 2009 | N/A | +13.09% |
| 2008 | N/A | -42.43% |
| 2007 | N/A | -36.35% |
AQEC vs REM Drawdown Comparison
The maximum drawdown for AQEC was -12.81%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.
The current AQEC drawdown is -8.33%. The current REM drawdown is -23.58%.
| Rank | AQEC | REM |
|---|---|---|
| #1 | -12.81% Jan 26, 2026 - Mar 27, 2026 | -74.76% Jun 4, 2007 - Nov 20, 2008 |
| #2 | -1.74% Jan 14, 2026 - Jan 26, 2026 | -3.84% May 9, 2007 - May 31, 2007 |
| #3 | -1.05% Dec 24, 2025 - Jan 6, 2026 | -0.38% May 4, 2007 - May 9, 2007 |
| #4 | -0.89% Dec 11, 2025 - Dec 22, 2025 | N/A |
| #5 | -0.79% Nov 19, 2025 - Nov 21, 2025 | N/A |
| #6 | -0.75% Dec 5, 2025 - Dec 10, 2025 | N/A |
| #7 | -0.54% Jan 6, 2026 - Jan 9, 2026 | N/A |
| #8 | -0.50% Nov 28, 2025 - Dec 3, 2025 | N/A |
| #9 | -0.20% Jan 12, 2026 - Jan 14, 2026 | N/A |
| #10 | -0.06% Dec 3, 2025 - Dec 5, 2025 | N/A |
Correlation
Correlation between AQEC and REM is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.37
-101
Dividend Comparison (2007 - 2026)
AQEC vs REM dividend yield comparison.
| Year | AQEC | REM |
|---|---|---|
| 2026 | 0.40% | 0.75% |
| 2025 | 0.13% | 8.70% |
| 2024 | 0.00% | 9.61% |
| 2023 | 0.00% | 9.46% |
| 2022 | 0.00% | 11.13% |
| 2021 | 0.00% | 7.29% |
| 2020 | 0.00% | 7.72% |
| 2019 | 0.00% | 8.16% |
| 2018 | 0.00% | 9.99% |
| 2017 | 0.00% | 9.97% |
| 2016 | 0.00% | 10.03% |
| 2015 | 0.00% | 11.99% |
| 2014 | 0.00% | 14.53% |
| 2013 | 0.00% | 16.12% |
| 2012 | 0.00% | 12.60% |
| 2011 | 0.00% | 12.20% |
| 2010 | 0.00% | 9.10% |
| 2009 | 0.00% | 8.14% |
| 2008 | 0.00% | 22.08% |
| 2007 | 0.00% | 8.95% |
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