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MORT vs EDD

Comparison between VANECK MORTGAGE REIT INCOME ETF (MORT, ETF) and Morgan Stanley Emerging Markets Domestic Debt Fund Inc (EDD, ETF).

5-Year PerformanceEDD has outperformed MORT, delivering a return of +9.2% compared to -0.8%

MORT vs EDD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MORT
$377M
Winner
EDD
$378M
Expense Ratio
MORT
0.43%
EDD
N/A
Max Drawdown
Winner
MORT
75.04%
EDD
82.01%
Sharpe Ratio
MORT
0.19
Winner
EDD
1.24
5Y Beta
MORT
0.66
Winner
EDD
0.41
P/E Ratio
MORT
8.16
EDD
N/A
Forward P/E
MORT
7.20
EDD
N/A
PEG Ratio
MORT
0.04
EDD
N/A
5Y Dividends CAGR
MORT
1.52%
Winner
EDD
13.12%
5Y EPS CAGR
MORT
-16.58%
EDD
N/A
Debt to Equity
MORT
56.37%
EDD
N/A
P/S Ratio
MORT
3.82
EDD
N/A
P/B Ratio
MORT
0.84
EDD
N/A

MORT vs EDD - Historical Returns

Returns include dividend reinvestment.

1M
MORT
+0.61%
Winner
EDD
+1.70%
3M
MORT
+2.64%
Winner
EDD
+14.43%
6M
MORT
-0.54%
Winner
EDD
+5.54%
1Y
MORT
+7.40%
Winner
EDD
+26.80%
5Y(CAGR)
MORT
-0.82%
Winner
EDD
+9.16%
10Y(CAGR)
MORT
+2.13%
Winner
EDD
+5.43%
Max(CAGR)
Winner
MORT
+4.24%
EDD
+3.03%

MORT vs EDD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearMORTEDD
2026-0.17%+15.47%
2025+11.71%+33.64%
2024+0.80%+8.65%
2023+12.77%+15.09%
2022-28.40%-13.81%
2021+19.31%-6.90%
2020-21.92%-3.37%
2019+21.23%+23.80%
2018-3.37%-14.76%
2017+17.07%+16.65%
2016+21.82%+15.50%
2015-10.95%-27.07%
2014+17.34%-12.15%
2013-2.23%-15.46%
2012+21.53%+23.59%
2011-3.03%-6.52%
2010N/A+24.94%
2009N/A+36.69%
2008N/A-29.10%
2007N/A-3.89%

MORT vs EDD Drawdown Comparison

The maximum drawdown for MORT was -69.98%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

The maximum drawdown for EDD was -59.42%, occurring on Nov 21, 2008. Recovery took 726 trading sessions.

The current MORT drawdown is -19.59%. The current EDD drawdown is -0.33%.

RankMORTEDD
#1-69.98%
Feb 20, 2020 - Apr 3, 2020
-59.42%
May 17, 2007 - Apr 6, 2010
#2-24.65%
Apr 13, 2015 - Jul 19, 2016
-56.67%
May 8, 2013 - Jan 13, 2026
#3-24.56%
Apr 30, 2013 - Aug 21, 2014
-20.40%
Jul 22, 2011 - Mar 1, 2012
#4-14.06%
Aug 17, 2011 - Jan 12, 2012
-17.67%
Feb 13, 2026 - Jun 29, 2026
#5-13.24%
Sep 6, 2018 - Apr 1, 2019
-14.90%
May 1, 2012 - Jul 20, 2012
#6-13.05%
Sep 21, 2012 - Jan 8, 2013
-12.21%
Apr 26, 2010 - Jul 20, 2010
#7-12.45%
Oct 19, 2017 - Jul 3, 2018
-12.13%
Nov 4, 2010 - Apr 28, 2011
#8-7.03%
Apr 24, 2019 - Jul 29, 2019
-7.65%
Sep 14, 2012 - Dec 19, 2012
#9-6.77%
Jul 30, 2019 - Oct 17, 2019
-6.34%
Mar 1, 2012 - May 1, 2012
#10-6.44%
Sep 7, 2016 - Nov 22, 2016
-4.99%
Feb 14, 2013 - May 2, 2013
#11-6.34%
Aug 29, 2014 - Nov 14, 2014
-3.67%
Jul 15, 2026 - Jul 24, 2026
#12-5.76%
Dec 9, 2016 - Jan 4, 2017
-3.40%
Aug 24, 2010 - Sep 9, 2010
#13-5.51%
Apr 27, 2017 - Jun 14, 2017
-3.12%
Jul 1, 2011 - Jul 21, 2011
#14-4.58%
Dec 3, 2014 - Mar 23, 2015
-3.10%
Jun 6, 2011 - Jun 30, 2011
#15-4.10%
May 10, 2012 - Jun 14, 2012
-2.63%
May 2, 2011 - May 31, 2011

Correlation

Correlation between MORT and EDD is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.

0.00
-101

Dividend Comparison (2007 - 2026)

MORT vs EDD dividend yield comparison.

YearMORTEDD
20267.92%6.37%
202512.76%9.76%
202411.55%11.45%
202312.18%7.30%
202213.09%6.82%
20218.21%6.93%
20208.11%6.92%
20197.36%8.15%
20188.19%9.90%
20177.82%8.18%
20168.21%10.32%
20159.91%12.65%
201410.08%9.47%
201315.30%12.68%
201210.96%6.53%
20115.69%8.48%
20100.00%7.43%
20090.00%7.68%
20080.00%19.07%
20070.00%11.52%

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