NUEM vs MORT
Comparison between NUVEEN ESG EMERGING MARKETS EQUITY ETF (NUEM, ETF) and VANECK MORTGAGE REIT INCOME ETF (MORT, ETF).
5-Year PerformanceNUEM has outperformed MORT, delivering a return of +5.1% compared to -2.3%
NUEM vs MORT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUEM
$393M
Winner
MORT
$395M
Expense Ratio
Winner
NUEM
0.36%
MORT
0.43%
Max Drawdown
Winner
NUEM
40.93%
MORT
75.04%
Sharpe Ratio
Winner
NUEM
1.36
MORT
0.47
5Y Beta
NUEM
0.83
Winner
MORT
0.68
P/E Ratio
NUEM
N/A
MORT
12.34
Forward P/E
NUEM
N/A
MORT
7.36
PEG Ratio
NUEM
N/A
MORT
0.07
5Y Dividends CAGR
Winner
NUEM
13.82%
MORT
0.16%
5Y EPS CAGR
NUEM
N/A
MORT
-22.20%
Debt to Equity
NUEM
N/A
MORT
65.86%
P/S Ratio
NUEM
N/A
MORT
4.16
P/B Ratio
NUEM
N/A
MORT
0.86
NUEM vs MORT - Holdings Comparison
NUEM and MORT have 1 common holdings. Overlap is -0.09%
NUEM's top 25 holdings weight is 58.68%. MORT's top 25 holdings weight is 99.51%.
| Rank | NUEM | MORT |
|---|---|---|
| #1 | n/a (n/a) - 15.66% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 17.18% |
| #2 | SK HYNIX INC (n/a) - 8.24% | AGNC INVESTMENT CORP (AGNC) - 13.56% |
| #3 | TENCENT HOLDINGS LTD (n/a) - 3.04% | STARWOOD PROPERTY TRUST INC (STWD) - 7.24% |
| #4 | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 2.92% | RITHM CAPITAL CORP (RITM) - 6.47% |
| #5 | DELTA ELECTRONICS INC (n/a) - 2.38% | DYNEX CAPITAL INC (DX) - 4.90% |
| #6 | SK SQUARE (n/a) - 2.37% | ELLINGTON FINANCIAL INC (EFC) - 4.64% |
| #7 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.87% | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 4.50% |
| #8 | LENOVO GROUP LTD (n/a) - 1.86% | ARMOUR RESIDENTIAL REIT INC (ARR) - 4.41% |
| #9 | UNITED MICROELECTRONICS CORP (n/a) - 1.80% | ORCHID ISLAND CAPITAL INC (ORC) - 3.96% |
| #10 | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 1.66% | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 3.38% |
| #11 | n/a (n/a) - 1.59% | TWO HARBORS INVESTMENT CORP (TWO) - 3.23% |
| #12 | AXIS BANK LTD (n/a) - 1.53% | LADDER CAPITAL CORP CLASS A (LADR) - 3.14% |
| #13 | ASIA VITAL COMPONENTS CO LTD (n/a) - 1.31% | CHIMERA INVESTMENT CORP (CIM) - 2.83% |
| #14 | n/a (n/a) - 1.29% | ARBOR REALTY TRUST INC (ABR) - 2.61% |
| #15 | SAMSUNG SDI CO LTD (n/a) - 1.22% | MFA FINANCIAL INC (MFA) - 2.57% |
| #16 | CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 1.15% | ADAMAS TRUST INC (ADAM) - 2.17% |
| #17 | AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 1.13% | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 1.91% |
| #18 | SAUDI ARABIAN MINING CO (n/a) - 1.11% | INVESCO MORTGAGE CAPITAL INC (IVR) - 1.89% |
| #19 | MAHINDRA & MAHINDRA LTD (n/a) - 1.05% | BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.78% |
| #20 | B3 SA BRASIL BOLSA BALCAO (n/a) - 1.01% | TPG RE FINANCE TRUST INC (TRTX) - 1.68% |
| #21 | LS ELECTRIC CO LTD (n/a) - 0.98% | FRANKLIN BSP REALTY TRUST INC. (FBRT) - 1.66% |
| #22 | KING SLIDE WORKS CO LTD (n/a) - 0.95% | REDWOOD TRUST INC (RWT) - 1.29% |
| #23 | KB FINANCIAL GROUP INC (n/a) - 0.89% | KKR REAL ESTATE FINANCE TRUST INC (KREF) - 1.01% |
| #24 | n/a (n/a) - 0.84% | ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.80% |
| #25 | HCL TECHNOLOGIES LTD (n/a) - 0.83% | CHICAGO ATLANTIC REAL ESTATE FINANCE INC (REFI) - 0.70% |
| Total Holdings | 185 | 27 |
NUEM vs MORT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUEM
+2.12%
MORT
+1.10%
3M
Winner
NUEM
+16.02%
MORT
+5.30%
6M
Winner
NUEM
+17.09%
MORT
-1.04%
1Y
Winner
NUEM
+31.18%
MORT
+9.95%
5Y(CAGR)
Winner
NUEM
+5.09%
MORT
-2.29%
10Y(CAGR)
Winner
NUEM
+8.00%
MORT
+2.62%
Max(CAGR)
Winner
NUEM
+8.00%
MORT
+4.15%
NUEM vs MORT - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | NUEM | MORT |
|---|---|---|
| 2026 | +14.77% | -2.16% |
| 2025 | +27.43% | +11.71% |
| 2024 | +11.06% | +0.80% |
| 2023 | +7.59% | +12.77% |
| 2022 | -20.03% | -28.40% |
| 2021 | -2.11% | +19.31% |
| 2020 | +22.57% | -21.92% |
| 2019 | +16.19% | +21.23% |
| 2018 | -18.67% | -3.37% |
| 2017 | +18.50% | +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% |
NUEM vs MORT Drawdown Comparison
The maximum drawdown for NUEM was -39.48%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The maximum drawdown for MORT was -69.98%, occurring on Apr 3, 2020. This drawdown has not yet recovered.
The current NUEM drawdown is -5.32%. The current MORT drawdown is -21.19%.
| Rank | NUEM | MORT |
|---|---|---|
| #1 | -39.48% Feb 17, 2021 - Sep 11, 2025 | -69.98% Feb 20, 2020 - Apr 3, 2020 |
| #2 | -38.45% Jan 25, 2018 - Nov 4, 2020 | -24.65% Apr 13, 2015 - Jul 19, 2016 |
| #3 | -11.56% Feb 25, 2026 - Apr 17, 2026 | -24.56% Apr 30, 2013 - Aug 21, 2014 |
| #4 | -6.98% Jun 2, 2026 - Jun 15, 2026 | -14.06% Aug 17, 2011 - Jan 12, 2012 |
| #5 | -6.57% May 8, 2026 - May 29, 2026 | -13.24% Sep 6, 2018 - Apr 1, 2019 |
| #6 | -6.33% Jan 25, 2021 - Feb 9, 2021 | -13.05% Sep 21, 2012 - Jan 8, 2013 |
| #7 | -5.32% Jun 22, 2026 - Jun 24, 2026 | -12.45% Oct 19, 2017 - Jul 3, 2018 |
| #8 | -4.81% Oct 29, 2025 - Jan 2, 2026 | -7.03% Apr 24, 2019 - Jul 29, 2019 |
| #9 | -4.23% Oct 8, 2025 - Oct 15, 2025 | -6.77% Jul 30, 2019 - Oct 17, 2019 |
| #10 | -4.17% Nov 21, 2017 - Dec 22, 2017 | -6.44% Sep 7, 2016 - Nov 22, 2016 |
| #11 | -3.77% Jan 28, 2026 - Feb 11, 2026 | -6.34% Aug 29, 2014 - Nov 14, 2014 |
| #12 | -2.82% Sep 18, 2017 - Oct 5, 2017 | -5.76% Dec 9, 2016 - Jan 4, 2017 |
| #13 | -2.61% Nov 27, 2020 - Dec 3, 2020 | -5.51% Apr 27, 2017 - Jun 14, 2017 |
| #14 | -2.50% Nov 9, 2020 - Nov 20, 2020 | -4.58% Dec 3, 2014 - Mar 23, 2015 |
| #15 | -1.99% Dec 17, 2020 - Dec 29, 2020 | -4.10% May 10, 2012 - Jun 14, 2012 |
Correlation
Correlation between NUEM and MORT 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)
NUEM vs MORT dividend yield comparison.
| Year | NUEM | MORT |
|---|---|---|
| 2026 | 0.00% | 3.54% |
| 2025 | 3.58% | 12.76% |
| 2024 | 1.95% | 11.55% |
| 2023 | 2.37% | 12.18% |
| 2022 | 1.90% | 13.09% |
| 2021 | 2.45% | 8.21% |
| 2020 | 1.26% | 8.11% |
| 2019 | 1.98% | 7.36% |
| 2018 | 2.05% | 8.19% |
| 2017 | 0.62% | 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% |
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