NBCM vs MORT

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

NBCM vs MORT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

NBCM

$400M

MORT

$400M

Expense Ratio

NBCM

0.65%

Winner

MORT

0.43%

Max Drawdown

Winner

NBCM

14.78%

MORT

75.04%

Sharpe Ratio

Winner

NBCM

1.61

MORT

0.36

5Y Beta

Winner

NBCM

0.19

MORT

0.68

P/E Ratio

NBCM

N/A

MORT

14.10

Forward P/E

NBCM

N/A

MORT

7.48

PEG Ratio

NBCM

N/A

MORT

0.08

5Y Dividends CAGR

NBCM

N/A

MORT

1.52%

5Y EPS CAGR

NBCM

N/A

MORT

-22.60%

Debt to Equity

NBCM

N/A

MORT

64.15%

P/S Ratio

NBCM

N/A

MORT

4.30

P/B Ratio

NBCM

N/A

MORT

0.85

NBCM vs MORT - Historical Returns

Returns include dividend reinvestment.

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

Winner

NBCM

+6.09%

MORT

+2.63%

Winner

NBCM

+1.02%

MORT

-2.44%

Winner

NBCM

+18.67%

MORT

-5.11%

Winner

NBCM

+36.29%

MORT

+8.79%

5Y(CAGR)

NBCM

N/A

MORT

-1.19%

10Y(CAGR)

NBCM

N/A

MORT

+2.25%

Max(CAGR)

Winner

NBCM

+12.74%

MORT

+4.22%

NBCM vs MORT - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	NBCM	MORT
2026	+26.95%	-0.78%
2025	+16.75%	+11.71%
2024	+7.65%	+0.80%
2023	-4.45%	+12.77%
2022	+5.23%	-28.40%
2021	N/A	+19.31%
2020	N/A	-21.92%
2019	N/A	+21.23%
2018	N/A	-3.37%
2017	N/A	+17.07%
2016	N/A	+21.82%
2015	N/A	-10.95%
2014	N/A	+17.34%
2013	N/A	-2.23%
2012	N/A	+21.53%
2011	N/A	-3.03%

NBCM vs MORT Drawdown Comparison

The maximum drawdown for NBCM was -14.78%, occurring on Jun 24, 2026. This drawdown has not yet recovered.

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

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

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

Correlation

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

0.74

-101

Dividend Comparison (2011 - 2026)

NBCM vs MORT dividend yield comparison.

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