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MORT vs IBCA

Comparison between VANECK MORTGAGE REIT INCOME ETF (MORT, ETF) and ISHARES IBONDS DEC 2035 TERM CORPORATE ETF (IBCA, ETF).

MORT vs IBCA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
MORT
$377M
IBCA
$376M
Expense Ratio
MORT
0.43%
Winner
IBCA
0.10%
Max Drawdown
Winner
MORT
75.04%
IBCA
95.89%
Sharpe Ratio
Winner
MORT
0.19
IBCA
-0.29
5Y Beta
MORT
0.66
Winner
IBCA
0.12
P/E Ratio
MORT
8.16
IBCA
N/A
Forward P/E
MORT
7.20
IBCA
N/A
PEG Ratio
MORT
0.04
IBCA
N/A
5Y Dividends CAGR
MORT
1.52%
IBCA
N/A
5Y EPS CAGR
MORT
-16.58%
IBCA
N/A
Debt to Equity
MORT
56.37%
IBCA
N/A
P/S Ratio
MORT
3.82
IBCA
N/A
P/B Ratio
MORT
0.84
IBCA
N/A

MORT vs IBCA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MORT
+0.61%
IBCA
-0.38%
3M
Winner
MORT
+2.64%
IBCA
-0.44%
6M
Winner
MORT
-0.54%
IBCA
-2.24%
1Y
Winner
MORT
+7.40%
IBCA
+2.63%
5Y(CAGR)
MORT
-0.82%
IBCA
N/A
10Y(CAGR)
MORT
+2.13%
Winner
IBCA
+8.13%
Max(CAGR)
MORT
+4.24%
Winner
IBCA
+4.35%

MORT vs IBCA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMORTIBCA
2026-0.17%-0.77%
2025+11.71%+7.15%
2024+0.80%N/A
2023+12.77%N/A
2022-28.40%N/A
2021+19.31%N/A
2020-21.92%N/A
2019+21.23%N/A
2018-3.37%N/A
2017+17.07%N/A
2016+21.82%N/A
2015-10.95%+7.80%
2014+17.34%+36.63%
2013-2.23%+94.56%
2012+21.53%+47.35%
2011-3.03%-14.24%
2010N/A-12.54%
2009N/A-22.82%
2008N/A-74.83%
2007N/A-51.41%
2006N/A+34.94%
2005N/A+28.57%
2004N/A+33.19%
2003N/A+41.27%
2002N/A+50.00%
2001N/A+97.33%
2000N/A-44.44%
1999N/A-30.56%

MORT vs IBCA 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 IBCA was -95.73%, occurring on Oct 12, 2010. This drawdown has not yet recovered.

The current MORT drawdown is -19.59%. The current IBCA drawdown is -40.03%.

RankMORTIBCA
#1-69.98%
Feb 20, 2020 - Apr 3, 2020		-95.73%
Jul 25, 2006 - Oct 12, 2010
#2-24.65%
Apr 13, 2015 - Jul 19, 2016		-61.11%
Nov 1, 1999 - Jan 23, 2002
#3-24.56%
Apr 30, 2013 - Aug 21, 2014		-22.48%
Jul 17, 2002 - Sep 11, 2002
#4-14.06%
Aug 17, 2011 - Jan 12, 2012		-21.05%
Sep 11, 2002 - Mar 20, 2003
#5-13.24%
Sep 6, 2018 - Apr 1, 2019		-16.92%
Jan 24, 2002 - Apr 17, 2002
#6-13.05%
Sep 21, 2012 - Jan 8, 2013		-16.85%
Mar 8, 2004 - Oct 26, 2004
#7-12.45%
Oct 19, 2017 - Jul 3, 2018		-13.95%
Sep 12, 2005 - Oct 21, 2005
#8-7.03%
Apr 24, 2019 - Jul 29, 2019		-13.26%
Dec 8, 2005 - Jan 23, 2006
#9-6.77%
Jul 30, 2019 - Oct 17, 2019		-12.76%
Feb 4, 2005 - Jul 13, 2005
#10-6.44%
Sep 7, 2016 - Nov 22, 2016		-9.56%
Jun 5, 2006 - Jul 6, 2006
#11-6.34%
Aug 29, 2014 - Nov 14, 2014		-8.95%
Aug 2, 2005 - Aug 29, 2005
#12-5.76%
Dec 9, 2016 - Jan 4, 2017		-7.68%
Apr 28, 2006 - May 26, 2006
#13-5.51%
Apr 27, 2017 - Jun 14, 2017		-6.94%
Dec 31, 2004 - Feb 4, 2005
#14-4.58%
Dec 3, 2014 - Mar 23, 2015		-6.80%
Apr 2, 2003 - Jun 4, 2003
#15-4.10%
May 10, 2012 - Jun 14, 2012		-6.31%
Apr 18, 2002 - Jul 3, 2002

Correlation

Correlation between MORT and IBCA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2007 - 2026)

MORT vs IBCA dividend yield comparison.

YearMORTIBCA
20267.92%2.88%
202512.76%3.19%
202411.55%0.00%
202312.18%0.00%
202213.09%0.00%
20218.21%0.00%
20208.11%0.00%
20197.36%0.00%
20188.19%0.00%
20177.82%0.00%
20168.21%0.00%
20159.91%0.46%
201410.08%1.49%
201315.30%0.00%
201210.96%0.00%
20115.69%0.00%
20080.00%6.27%
20070.00%1.45%

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