MORT vs NBCM

Comparison between VANECK MORTGAGE REIT INCOME ETF (MORT, ETF) and NEUBERGER BERMAN COMMODITY STRATEGY ETF (NBCM, ETF).

MORT vs NBCM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MORT(ETF)	NBCM(ETF)
Net Assets	$400M	$400M
Expense Ratio	0.43%	0.65%
Max Drawdown	75.04%	14.78%
Sharpe Ratio	0.36	1.61
5Y Beta	0.68	0.19
P/E Ratio	14.10	N/A
Forward P/E	7.48	N/A
PEG Ratio	0.08	N/A
5Y Dividends CAGR	1.52%	N/A
5Y EPS CAGR	-22.60%	N/A
Debt to Equity	64.15%	N/A
P/S Ratio	4.30	N/A
P/B Ratio	0.85	N/A

Net Assets

MORT

$400M

Winner

NBCM

$400M

Expense Ratio

Winner

MORT

0.43%

NBCM

0.65%

Max Drawdown

MORT

75.04%

Winner

NBCM

14.78%

Sharpe Ratio

MORT

0.36

Winner

NBCM

1.61

5Y Beta

MORT

0.68

Winner

NBCM

0.19

P/E Ratio

MORT

14.10

NBCM

N/A

Forward P/E

MORT

7.48

NBCM

N/A

PEG Ratio

MORT

0.08

NBCM

N/A

5Y Dividends CAGR

MORT

1.52%

NBCM

N/A

5Y EPS CAGR

MORT

-22.60%

NBCM

N/A

Debt to Equity

MORT

64.15%

NBCM

N/A

P/S Ratio

MORT

4.30

NBCM

N/A

P/B Ratio

MORT

0.85

NBCM

N/A

MORT vs NBCM - Historical Returns

Returns include dividend reinvestment.

Period	MORT	NBCM
1 month	+2.63%	+6.09%
3 months	-2.44%	+1.02%
6 months	-5.11%	+18.67%
1 year	+8.79%	+36.29%
5 years(CAGR)	-1.19%	N/A
10 years(CAGR)	+2.25%	N/A
Max(CAGR)	+4.22%	+12.74%

MORT

+2.63%

Winner

NBCM

+6.09%

MORT

-2.44%

Winner

NBCM

+1.02%

MORT

-5.11%

Winner

NBCM

+18.67%

MORT

+8.79%

Winner

NBCM

+36.29%

5Y(CAGR)

MORT

-1.19%

NBCM

N/A

10Y(CAGR)

MORT

+2.25%

NBCM

N/A

Max(CAGR)

MORT

+4.22%

Winner

NBCM

+12.74%

MORT vs NBCM - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	MORT	NBCM
2026	-0.78%	+26.95%
2025	+11.71%	+16.75%
2024	+0.80%	+7.65%
2023	+12.77%	-4.45%
2022	-28.40%	+5.23%
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%	N/A
2014	+17.34%	N/A
2013	-2.23%	N/A
2012	+21.53%	N/A
2011	-3.03%	N/A

MORT vs NBCM 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 NBCM was -14.78%, occurring on Jun 24, 2026. This drawdown has not yet recovered.

The current MORT drawdown is -20.08%. The current NBCM drawdown is -6.49%.

Rank	MORT	NBCM
#1	-69.98% Feb 20, 2020 - Apr 3, 2020	-14.78% May 12, 2026 - Jun 24, 2026
#2	-24.65% Apr 13, 2015 - Jul 19, 2016	-12.84% Jan 26, 2023 - May 17, 2024
#3	-24.56% Apr 30, 2013 - Aug 21, 2014	-11.47% May 28, 2024 - Jan 15, 2025
#4	-14.06% Aug 17, 2011 - Jan 12, 2012	-10.76% Apr 2, 2025 - Jun 17, 2025
#5	-13.24% Sep 6, 2018 - Apr 1, 2019	-9.70% Jan 29, 2026 - Mar 4, 2026
#6	-13.05% Sep 21, 2012 - Jan 8, 2013	-5.95% Nov 15, 2022 - Jan 17, 2023
#7	-12.45% Oct 19, 2017 - Jul 3, 2018	-5.43% Mar 12, 2026 - Apr 21, 2026
#8	-7.03% Apr 24, 2019 - Jul 29, 2019	-4.63% Feb 19, 2025 - Apr 2, 2025
#9	-6.77% Jul 30, 2019 - Oct 17, 2019	-4.54% Jun 20, 2025 - Sep 2, 2025
#10	-6.44% Sep 7, 2016 - Nov 22, 2016	-3.42% Nov 11, 2025 - Dec 3, 2025
#11	-6.34% Aug 29, 2014 - Nov 14, 2014	-3.33% Dec 26, 2025 - Jan 12, 2026
#12	-5.76% Dec 9, 2016 - Jan 4, 2017	-3.20% Dec 5, 2025 - Dec 23, 2025
#13	-5.51% Apr 27, 2017 - Jun 14, 2017	-2.35% Nov 4, 2022 - Nov 11, 2022
#14	-4.58% Dec 3, 2014 - Mar 23, 2015	-2.16% May 20, 2024 - May 28, 2024
#15	-4.10% May 10, 2012 - Jun 14, 2012	-2.13% Oct 8, 2025 - Oct 20, 2025

Correlation

Correlation between MORT and NBCM is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2011 - 2026)

MORT vs NBCM dividend yield comparison.

Year	MORT	NBCM
2026	7.97%	0.00%
2025	12.76%	8.46%
2024	11.55%	5.22%
2023	12.18%	4.37%
2022	13.09%	0.80%
2021	8.21%	0.00%
2020	8.11%	0.00%
2019	7.36%	0.00%
2018	8.19%	0.00%
2017	7.82%	0.00%
2016	8.21%	0.00%
2015	9.91%	0.00%
2014	10.08%	0.00%
2013	15.30%	0.00%
2012	10.96%	0.00%
2011	5.69%	0.00%