MORT vs NUEM
Comparison between VANECK MORTGAGE REIT INCOME ETF (MORT, ETF) and NUVEEN ESG EMERGING MARKETS EQUITY ETF (NUEM, ETF).
5-Year PerformanceNUEM has outperformed MORT, delivering a return of +5.1% compared to -2.3%
MORT vs NUEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MORT
$395M
NUEM
$393M
Expense Ratio
MORT
0.43%
Winner
NUEM
0.36%
Max Drawdown
MORT
75.04%
Winner
NUEM
40.93%
Sharpe Ratio
MORT
0.47
Winner
NUEM
1.36
5Y Beta
Winner
MORT
0.68
NUEM
0.83
P/E Ratio
MORT
12.34
NUEM
N/A
Forward P/E
MORT
7.36
NUEM
N/A
PEG Ratio
MORT
0.07
NUEM
N/A
5Y Dividends CAGR
MORT
0.16%
Winner
NUEM
13.82%
5Y EPS CAGR
MORT
-22.20%
NUEM
N/A
Debt to Equity
MORT
65.86%
NUEM
N/A
P/S Ratio
MORT
4.16
NUEM
N/A
P/B Ratio
MORT
0.86
NUEM
N/A
MORT vs NUEM - Holdings Comparison
MORT and NUEM have 1 common holdings. Overlap is -0.09%
MORT's top 25 holdings weight is 99.51%. NUEM's top 25 holdings weight is 58.68%.
| Rank | MORT | NUEM |
|---|---|---|
| #1 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 17.18% | n/a (n/a) - 15.66% |
| #2 | AGNC INVESTMENT CORP (AGNC) - 13.56% | SK HYNIX INC (n/a) - 8.24% |
| #3 | STARWOOD PROPERTY TRUST INC (STWD) - 7.24% | TENCENT HOLDINGS LTD (n/a) - 3.04% |
| #4 | RITHM CAPITAL CORP (RITM) - 6.47% | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 2.92% |
| #5 | DYNEX CAPITAL INC (DX) - 4.90% | DELTA ELECTRONICS INC (n/a) - 2.38% |
| #6 | ELLINGTON FINANCIAL INC (EFC) - 4.64% | SK SQUARE (n/a) - 2.37% |
| #7 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 4.50% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.87% |
| #8 | ARMOUR RESIDENTIAL REIT INC (ARR) - 4.41% | LENOVO GROUP LTD (n/a) - 1.86% |
| #9 | ORCHID ISLAND CAPITAL INC (ORC) - 3.96% | UNITED MICROELECTRONICS CORP (n/a) - 1.80% |
| #10 | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 3.38% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 1.66% |
| #11 | TWO HARBORS INVESTMENT CORP (TWO) - 3.23% | n/a (n/a) - 1.59% |
| #12 | LADDER CAPITAL CORP CLASS A (LADR) - 3.14% | AXIS BANK LTD (n/a) - 1.53% |
| #13 | CHIMERA INVESTMENT CORP (CIM) - 2.83% | ASIA VITAL COMPONENTS CO LTD (n/a) - 1.31% |
| #14 | ARBOR REALTY TRUST INC (ABR) - 2.61% | n/a (n/a) - 1.29% |
| #15 | MFA FINANCIAL INC (MFA) - 2.57% | SAMSUNG SDI CO LTD (n/a) - 1.22% |
| #16 | ADAMAS TRUST INC (ADAM) - 2.17% | CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 1.15% |
| #17 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 1.91% | AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 1.13% |
| #18 | INVESCO MORTGAGE CAPITAL INC (IVR) - 1.89% | SAUDI ARABIAN MINING CO (n/a) - 1.11% |
| #19 | BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.78% | MAHINDRA & MAHINDRA LTD (n/a) - 1.05% |
| #20 | TPG RE FINANCE TRUST INC (TRTX) - 1.68% | B3 SA BRASIL BOLSA BALCAO (n/a) - 1.01% |
| #21 | FRANKLIN BSP REALTY TRUST INC. (FBRT) - 1.66% | LS ELECTRIC CO LTD (n/a) - 0.98% |
| #22 | REDWOOD TRUST INC (RWT) - 1.29% | KING SLIDE WORKS CO LTD (n/a) - 0.95% |
| #23 | KKR REAL ESTATE FINANCE TRUST INC (KREF) - 1.01% | KB FINANCIAL GROUP INC (n/a) - 0.89% |
| #24 | ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.80% | n/a (n/a) - 0.84% |
| #25 | CHICAGO ATLANTIC REAL ESTATE FINANCE INC (REFI) - 0.70% | HCL TECHNOLOGIES LTD (n/a) - 0.83% |
| Total Holdings | 27 | 185 |
MORT vs NUEM - Historical Returns
Returns include dividend reinvestment.
1M
MORT
+1.10%
Winner
NUEM
+2.12%
3M
MORT
+5.30%
Winner
NUEM
+16.02%
6M
MORT
-1.04%
Winner
NUEM
+17.09%
1Y
MORT
+9.95%
Winner
NUEM
+31.18%
5Y(CAGR)
MORT
-2.29%
Winner
NUEM
+5.09%
10Y(CAGR)
MORT
+2.62%
Winner
NUEM
+8.00%
Max(CAGR)
MORT
+4.15%
Winner
NUEM
+8.00%
MORT vs NUEM - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | MORT | NUEM |
|---|---|---|
| 2026 | -2.16% | +14.77% |
| 2025 | +11.71% | +27.43% |
| 2024 | +0.80% | +11.06% |
| 2023 | +12.77% | +7.59% |
| 2022 | -28.40% | -20.03% |
| 2021 | +19.31% | -2.11% |
| 2020 | -21.92% | +22.57% |
| 2019 | +21.23% | +16.19% |
| 2018 | -3.37% | -18.67% |
| 2017 | +17.07% | +18.50% |
| 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 NUEM 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 NUEM was -39.48%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The current MORT drawdown is -21.19%. The current NUEM drawdown is -5.32%.
| Rank | MORT | NUEM |
|---|---|---|
| #1 | -69.98% Feb 20, 2020 - Apr 3, 2020 | -39.48% Feb 17, 2021 - Sep 11, 2025 |
| #2 | -24.65% Apr 13, 2015 - Jul 19, 2016 | -38.45% Jan 25, 2018 - Nov 4, 2020 |
| #3 | -24.56% Apr 30, 2013 - Aug 21, 2014 | -11.56% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -14.06% Aug 17, 2011 - Jan 12, 2012 | -6.98% Jun 2, 2026 - Jun 15, 2026 |
| #5 | -13.24% Sep 6, 2018 - Apr 1, 2019 | -6.57% May 8, 2026 - May 29, 2026 |
| #6 | -13.05% Sep 21, 2012 - Jan 8, 2013 | -6.33% Jan 25, 2021 - Feb 9, 2021 |
| #7 | -12.45% Oct 19, 2017 - Jul 3, 2018 | -5.32% Jun 22, 2026 - Jun 24, 2026 |
| #8 | -7.03% Apr 24, 2019 - Jul 29, 2019 | -4.81% Oct 29, 2025 - Jan 2, 2026 |
| #9 | -6.77% Jul 30, 2019 - Oct 17, 2019 | -4.23% Oct 8, 2025 - Oct 15, 2025 |
| #10 | -6.44% Sep 7, 2016 - Nov 22, 2016 | -4.17% Nov 21, 2017 - Dec 22, 2017 |
| #11 | -6.34% Aug 29, 2014 - Nov 14, 2014 | -3.77% Jan 28, 2026 - Feb 11, 2026 |
| #12 | -5.76% Dec 9, 2016 - Jan 4, 2017 | -2.82% Sep 18, 2017 - Oct 5, 2017 |
| #13 | -5.51% Apr 27, 2017 - Jun 14, 2017 | -2.61% Nov 27, 2020 - Dec 3, 2020 |
| #14 | -4.58% Dec 3, 2014 - Mar 23, 2015 | -2.50% Nov 9, 2020 - Nov 20, 2020 |
| #15 | -4.10% May 10, 2012 - Jun 14, 2012 | -1.99% Dec 17, 2020 - Dec 29, 2020 |
Correlation
Correlation between MORT and NUEM is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.
0.24
-101
Dividend Comparison (2011 - 2026)
MORT vs NUEM dividend yield comparison.
| Year | MORT | NUEM |
|---|---|---|
| 2026 | 3.54% | 0.00% |
| 2025 | 12.76% | 3.58% |
| 2024 | 11.55% | 1.95% |
| 2023 | 12.18% | 2.37% |
| 2022 | 13.09% | 1.90% |
| 2021 | 8.21% | 2.45% |
| 2020 | 8.11% | 1.26% |
| 2019 | 7.36% | 1.98% |
| 2018 | 8.19% | 2.05% |
| 2017 | 7.82% | 0.62% |
| 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% |
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