MORT vs XJH
Comparison between VANECK MORTGAGE REIT INCOME ETF (MORT, ETF) and ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF).
5-Year PerformanceXJH has outperformed MORT, delivering a return of +8.0% compared to -2.3%
MORT vs XJH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MORT
$395M
Winner
XJH
$395M
Expense Ratio
MORT
0.43%
Winner
XJH
0.12%
Max Drawdown
MORT
75.04%
Winner
XJH
25.71%
Sharpe Ratio
MORT
0.47
Winner
XJH
1.29
5Y Beta
Winner
MORT
0.68
XJH
0.99
P/E Ratio
Winner
MORT
12.34
XJH
26.19
Forward P/E
Winner
MORT
7.36
XJH
16.53
PEG Ratio
MORT
0.07
XJH
N/A
5Y Dividends CAGR
MORT
0.16%
Winner
XJH
20.75%
5Y EPS CAGR
MORT
-22.20%
Winner
XJH
12.23%
Debt to Equity
MORT
65.86%
Winner
XJH
44.34%
P/S Ratio
MORT
4.16
Winner
XJH
1.53
P/B Ratio
Winner
MORT
0.86
XJH
2.72
MORT vs XJH - Holdings Comparison
MORT and XJH have 2 common holdings. Overlap is 0.10%
MORT's top 25 holdings weight is 99.51%. XJH's top 25 holdings weight is 18.63%.
| Rank | MORT | XJH |
|---|---|---|
| #1 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 17.18% | FLEX LTD (FLEX) - 1.70% |
| #2 | AGNC INVESTMENT CORP (AGNC) - 13.56% | TWILIO INC CLASS A (TWLO) - 0.92% |
| #3 | STARWOOD PROPERTY TRUST INC (STWD) - 7.24% | CURTISS-WRIGHT CORP (CW) - 0.89% |
| #4 | RITHM CAPITAL CORP (RITM) - 6.47% | CARPENTER TECHNOLOGY CORP (CRS) - 0.88% |
| #5 | DYNEX CAPITAL INC (DX) - 4.90% | NVENT ELECTRIC PLC (NVT) - 0.85% |
| #6 | ELLINGTON FINANCIAL INC (EFC) - 4.64% | TECHNIPFMC PLC (FTI) - 0.85% |
| #7 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 4.50% | ATI INC (ATI) - 0.84% |
| #8 | ARMOUR RESIDENTIAL REIT INC (ARR) - 4.41% | STERLING INFRASTRUCTURE INC (STRL) - 0.83% |
| #9 | ORCHID ISLAND CAPITAL INC (ORC) - 3.96% | ILLUMINA INC (ILMN) - 0.79% |
| #10 | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 3.38% | XPO INC (XPO) - 0.79% |
| #11 | TWO HARBORS INVESTMENT CORP (TWO) - 3.23% | WOODWARD INC (WWD) - 0.79% |
| #12 | LADDER CAPITAL CORP CLASS A (LADR) - 3.14% | MKS INC (MKSI) - 0.77% |
| #13 | CHIMERA INVESTMENT CORP (CIM) - 2.83% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.75% |
| #14 | ARBOR REALTY TRUST INC (ABR) - 2.61% | UNITED THERAPEUTICS CORP (UTHR) - 0.74% |
| #15 | MFA FINANCIAL INC (MFA) - 2.57% | EVERPURE INC CLASS A (P) - 0.72% |
| #16 | ADAMAS TRUST INC (ADAM) - 2.17% | ENTEGRIS INC (ENTG) - 0.72% |
| #17 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 1.91% | MASTEC INC (MTZ) - 0.71% |
| #18 | INVESCO MORTGAGE CAPITAL INC (IVR) - 1.89% | RELIANCE INC (RS) - 0.68% |
| #19 | BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.78% | FABRINET (FN) - 0.66% |
| #20 | TPG RE FINANCE TRUST INC (TRTX) - 1.68% | TD SYNNEX CORP (SNX) - 0.66% |
| #21 | FRANKLIN BSP REALTY TRUST INC. (FBRT) - 1.66% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.42% |
| #22 | REDWOOD TRUST INC (RWT) - 1.29% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.42% |
| #23 | KKR REAL ESTATE FINANCE TRUST INC (KREF) - 1.01% | TRANSUNION (TRU) - 0.42% |
| #24 | ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.80% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.42% |
| #25 | CHICAGO ATLANTIC REAL ESTATE FINANCE INC (REFI) - 0.70% | NUTANIX INC CLASS A (NTNX) - 0.41% |
| Total Holdings | 27 | 320 |
MORT vs XJH - Historical Returns
Returns include dividend reinvestment.
1M
MORT
+1.10%
Winner
XJH
+3.62%
3M
MORT
+5.30%
Winner
XJH
+12.66%
6M
MORT
-1.04%
Winner
XJH
+12.81%
1Y
MORT
+9.95%
Winner
XJH
+25.49%
5Y(CAGR)
MORT
-2.29%
Winner
XJH
+8.03%
10Y(CAGR)
MORT
+2.62%
XJH
N/A
Max(CAGR)
MORT
+4.15%
Winner
XJH
+15.02%
MORT vs XJH - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | MORT | XJH |
|---|---|---|
| 2026 | -2.16% | +13.54% |
| 2025 | +11.71% | +8.63% |
| 2024 | +0.80% | +12.53% |
| 2023 | +12.77% | +17.08% |
| 2022 | -28.40% | -14.48% |
| 2021 | +19.31% | +25.63% |
| 2020 | -21.92% | +29.59% |
| 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 XJH 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 XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.
The current MORT drawdown is -21.19%. The current XJH drawdown is -0.38%.
| Rank | MORT | XJH |
|---|---|---|
| #1 | -69.98% Feb 20, 2020 - Apr 3, 2020 | -25.06% Nov 16, 2021 - Feb 15, 2024 |
| #2 | -24.65% Apr 13, 2015 - Jul 19, 2016 | -24.55% Nov 25, 2024 - Dec 10, 2025 |
| #3 | -24.56% Apr 30, 2013 - Aug 21, 2014 | -9.61% Feb 20, 2026 - Apr 17, 2026 |
| #4 | -14.06% Aug 17, 2011 - Jan 12, 2012 | -8.10% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -13.24% Sep 6, 2018 - Apr 1, 2019 | -7.62% Mar 28, 2024 - Jul 15, 2024 |
| #6 | -13.05% Sep 21, 2012 - Jan 8, 2013 | -7.29% May 7, 2021 - Sep 2, 2021 |
| #7 | -12.45% Oct 19, 2017 - Jul 3, 2018 | -6.13% Mar 15, 2021 - Apr 12, 2021 |
| #8 | -7.03% Apr 24, 2019 - Jul 29, 2019 | -5.93% Oct 23, 2020 - Nov 5, 2020 |
| #9 | -6.77% Jul 30, 2019 - Oct 17, 2019 | -5.17% Jan 20, 2021 - Feb 5, 2021 |
| #10 | -6.44% Sep 7, 2016 - Nov 22, 2016 | -5.12% Sep 2, 2021 - Oct 20, 2021 |
| #11 | -6.34% Aug 29, 2014 - Nov 14, 2014 | -4.91% Feb 24, 2021 - Mar 10, 2021 |
| #12 | -5.76% Dec 9, 2016 - Jan 4, 2017 | -4.36% May 6, 2026 - May 26, 2026 |
| #13 | -5.51% Apr 27, 2017 - Jun 14, 2017 | -3.42% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -4.58% Dec 3, 2014 - Mar 23, 2015 | -3.39% Nov 11, 2024 - Nov 22, 2024 |
| #15 | -4.10% May 10, 2012 - Jun 14, 2012 | -2.80% Apr 20, 2026 - May 6, 2026 |
Correlation
Correlation between MORT and XJH is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.47
-101
Dividend Comparison (2011 - 2026)
MORT vs XJH dividend yield comparison.
| Year | MORT | XJH |
|---|---|---|
| 2026 | 3.54% | 0.43% |
| 2025 | 12.76% | 1.24% |
| 2024 | 11.55% | 1.24% |
| 2023 | 12.18% | 1.38% |
| 2022 | 13.09% | 1.45% |
| 2021 | 8.21% | 1.04% |
| 2020 | 8.11% | 0.36% |
| 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% |
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