EZA vs REM
Comparison between ISHARES MSCI SOUTH AFRICA ETF (EZA, ETF) and iShares Mortgage Real Estate ETF (REM, ETF).
5-Year PerformanceEZA has outperformed REM, delivering a return of +13.7% compared to -1.4%
EZA vs REM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EZA
$537M
REM
$533M
Expense Ratio
EZA
0.59%
Winner
REM
0.48%
Max Drawdown
Winner
EZA
68.15%
REM
92.91%
Sharpe Ratio
Winner
EZA
0.96
REM
0.37
5Y Beta
EZA
0.98
Winner
REM
0.67
P/E Ratio
EZA
N/A
REM
8.28
Forward P/E
EZA
N/A
REM
7.21
PEG Ratio
EZA
N/A
REM
0.04
5Y Dividends CAGR
Winner
EZA
14.29%
REM
-2.47%
5Y EPS CAGR
EZA
N/A
REM
-17.00%
Debt to Equity
EZA
N/A
REM
47.20%
P/S Ratio
EZA
N/A
REM
4.23
P/B Ratio
EZA
N/A
REM
0.87
EZA vs REM - Holdings Comparison
EZA and REM have 1 common holdings. Overlap is -0.02%
EZA's top 25 holdings weight is 97.71%. REM's top 25 holdings weight is 98.12%.
| Rank | EZA | REM |
|---|---|---|
| #1 | ANGLOGOLD ASHANTI PLC (AU) - 12.40% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 25.68% |
| #2 | NASPERS LTD CLASS N (n/a) - 9.81% | AGNC INVESTMENT CORP (AGNC) - 16.56% |
| #3 | GOLD FIELDS LTD (n/a) - 9.08% | STARWOOD PROPERTY TRUST INC (STWD) - 7.58% |
| #4 | FIRSTRAND LTD (n/a) - 7.56% | RITHM CAPITAL CORP (RITM) - 5.27% |
| #5 | STANDARD BANK GROUP LTD (n/a) - 6.41% | DYNEX CAPITAL INC (DX) - 4.73% |
| #6 | VALTERRA PLATINUM LTD (n/a) - 4.95% | ARMOUR RESIDENTIAL REIT INC (ARR) - 4.57% |
| #7 | CAPITEC BANK HOLDINGS LTD (n/a) - 4.91% | ELLINGTON FINANCIAL INC (EFC) - 3.82% |
| #8 | MTN GROUP LTD (n/a) - 4.07% | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 3.80% |
| #9 | ABSA GROUP LTD (n/a) - 3.41% | ORCHID ISLAND CAPITAL INC (ORC) - 3.06% |
| #10 | IMPALA PLATINUM HOLDINGS LTD (n/a) - 3.37% | LADDER CAPITAL CORP CLASS A (LADR) - 2.54% |
| #11 | HARMONY GOLD MINING CO LTD (n/a) - 3.21% | CHIMERA INVESTMENT CORP (CIM) - 2.44% |
| #12 | SANLAM LTD (n/a) - 2.70% | ARBOR REALTY TRUST INC (ABR) - 2.26% |
| #13 | SHOPRITE HOLDINGS LTD (n/a) - 2.65% | MFA FINANCIAL INC (MFA) - 2.15% |
| #14 | BID CORP LTD (n/a) - 2.60% | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 1.92% |
| #15 | DISCOVERY LTD (n/a) - 2.57% | ADAMAS TRUST INC (ADAM) - 1.85% |
| #16 | NEDBANK GROUP LTD (n/a) - 2.37% | INVESCO MORTGAGE CAPITAL INC (IVR) - 1.55% |
| #17 | SIBANYE STILLWATER LTD ORDINARY SHARES (n/a) - 2.21% | BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.45% |
| #18 | SASOL LTD (n/a) - 1.98% | FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.38% |
| #19 | REMGRO LTD (n/a) - 1.83% | REDWOOD TRUST INC (RWT) - 1.34% |
| #20 | VODACOM GROUP LTD (n/a) - 1.78% | TPG RE FINANCE TRUST INC (TRTX) - 1.32% |
| #21 | NORTHAM PLATINUM HOLDINGS LTD (n/a) - 1.75% | KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.90% |
| #22 | NEPI ROCKCASTLE NV (n/a) - 1.75% | ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.52% |
| #23 | BIDVEST GROUP LTD (n/a) - 1.54% | READY CAPITAL CORP (RC) - 0.51% |
| #24 | PEPKOR HOLDINGS LTD (n/a) - 1.40% | TPG MORTGAGE INVESTMENT TRUST INC (MITT) - 0.49% |
| #25 | OUTSURANCE GROUP LTD (n/a) - 1.40% | CHICAGO ATLANTIC REAL ESTATE FINANCE INC (REFI) - 0.43% |
| Total Holdings | 35 | 32 |
EZA vs REM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EZA
+16.80%
REM
+2.23%
3M
Winner
EZA
+8.22%
REM
+3.87%
6M
EZA
-8.09%
Winner
REM
+1.34%
1Y
Winner
EZA
+31.69%
REM
+6.64%
5Y(CAGR)
Winner
EZA
+13.75%
REM
-1.39%
10Y(CAGR)
Winner
EZA
+7.36%
REM
+2.36%
Max(CAGR)
Winner
EZA
+9.64%
REM
-1.10%
EZA vs REM - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | EZA | REM |
|---|---|---|
| 2026 | +4.96% | +0.74% |
| 2025 | +73.49% | +12.79% |
| 2024 | +9.82% | -0.45% |
| 2023 | -1.59% | +12.51% |
| 2022 | -6.50% | -28.84% |
| 2021 | +7.43% | +19.82% |
| 2020 | -6.02% | -20.73% |
| 2019 | +9.97% | +20.48% |
| 2018 | -25.17% | -2.01% |
| 2017 | +34.76% | +16.54% |
| 2016 | +19.57% | +21.07% |
| 2015 | -24.50% | -10.85% |
| 2014 | +6.87% | +15.97% |
| 2013 | -7.68% | -5.63% |
| 2012 | +17.91% | +20.36% |
| 2011 | -15.89% | -9.86% |
| 2010 | +32.24% | +15.98% |
| 2009 | +47.87% | +13.09% |
| 2008 | -38.47% | -42.43% |
| 2007 | +18.24% | -36.35% |
| 2006 | +13.00% | N/A |
| 2005 | +24.77% | N/A |
| 2004 | +40.73% | N/A |
| 2003 | +47.69% | N/A |
EZA vs REM Drawdown Comparison
The maximum drawdown for EZA was -64.67%, occurring on Oct 27, 2008. Recovery took 737 trading sessions.
The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.
The current EZA drawdown is -10.74%. The current REM drawdown is -20.47%.
| Rank | EZA | REM |
|---|---|---|
| #1 | -64.67% Oct 31, 2007 - Oct 5, 2010 | -74.76% Jun 4, 2007 - Nov 20, 2008 |
| #2 | -62.32% Jan 26, 2018 - May 23, 2025 | -3.84% May 9, 2007 - May 31, 2007 |
| #3 | -45.03% Apr 28, 2015 - Dec 21, 2017 | -0.38% May 4, 2007 - May 9, 2007 |
| #4 | -29.56% May 9, 2006 - Feb 22, 2007 | N/A |
| #5 | -25.94% Apr 29, 2011 - May 14, 2014 | N/A |
| #6 | -24.38% Feb 27, 2026 - Jul 23, 2026 | N/A |
| #7 | -20.25% Jul 23, 2007 - Oct 4, 2007 | N/A |
| #8 | -19.16% Apr 6, 2004 - Sep 16, 2004 | N/A |
| #9 | -18.04% Mar 9, 2005 - Aug 10, 2005 | N/A |
| #10 | -17.71% Sep 5, 2014 - Apr 28, 2015 | N/A |
| #11 | -13.68% Feb 1, 2006 - Apr 3, 2006 | N/A |
| #12 | -13.47% Feb 23, 2007 - Apr 2, 2007 | N/A |
| #13 | -13.40% Jan 3, 2011 - Apr 6, 2011 | N/A |
| #14 | -12.38% Jan 3, 2005 - Feb 24, 2005 | N/A |
| #15 | -11.13% Sep 30, 2005 - Nov 21, 2005 | N/A |
Correlation
Correlation between EZA and REM is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.52
-101
Dividend Comparison (2003 - 2026)
EZA vs REM dividend yield comparison.
| Year | EZA | REM |
|---|---|---|
| 2026 | 2.01% | 3.00% |
| 2025 | 6.16% | 8.70% |
| 2024 | 7.26% | 9.61% |
| 2023 | 2.84% | 9.46% |
| 2022 | 3.90% | 11.13% |
| 2021 | 2.05% | 7.29% |
| 2020 | 5.51% | 7.72% |
| 2019 | 12.27% | 8.16% |
| 2018 | 3.81% | 9.99% |
| 2017 | 1.55% | 9.97% |
| 2016 | 4.10% | 10.03% |
| 2015 | 3.03% | 11.99% |
| 2014 | 2.20% | 14.53% |
| 2013 | 2.44% | 16.12% |
| 2012 | 3.01% | 12.60% |
| 2011 | 3.15% | 12.20% |
| 2010 | 2.43% | 9.10% |
| 2009 | 3.70% | 8.14% |
| 2008 | 6.06% | 22.08% |
| 2007 | 2.01% | 8.95% |
| 2006 | 2.18% | 0.00% |
| 2005 | 2.00% | 0.00% |
| 2004 | 1.52% | 0.00% |
| 2003 | 2.42% | 0.00% |
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