REM vs AQEC
Comparison between iShares Mortgage Real Estate ETF (REM, ETF) and AQE CORE ETF (AQEC, ETF).
REM vs AQEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
REM
$580M
AQEC
$576M
Expense Ratio
Winner
REM
0.48%
AQEC
0.49%
Max Drawdown
REM
92.91%
Winner
AQEC
13.16%
Sharpe Ratio
Winner
REM
0.55
AQEC
-0.62
5Y Beta
REM
0.69
Winner
AQEC
0.60
P/E Ratio
Winner
REM
14.31
AQEC
20.12
Forward P/E
Winner
REM
7.41
AQEC
17.54
PEG Ratio
Winner
REM
0.07
AQEC
0.46
5Y Dividends CAGR
REM
-3.20%
AQEC
N/A
5Y EPS CAGR
REM
-22.10%
Winner
AQEC
10.76%
Debt to Equity
Winner
REM
57.88%
AQEC
142.26%
P/S Ratio
REM
4.51
Winner
AQEC
2.93
P/B Ratio
Winner
REM
0.86
AQEC
4.52
REM vs AQEC - Holdings Comparison
REM and AQEC have 1 common holdings. Overlap is 0.00%
REM's top 25 holdings weight is 96.96%. AQEC's top 25 holdings weight is 44.01%.
| Rank | REM | AQEC |
|---|---|---|
| #1 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 22.35% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.96% |
| #2 | AGNC INVESTMENT CORP (AGNC) - 14.67% | MICROSOFT CORP (MSFT) - 1.92% |
| #3 | STARWOOD PROPERTY TRUST INC (STWD) - 7.77% | APPLE INC (AAPL) - 1.90% |
| #4 | RITHM CAPITAL CORP (RITM) - 4.48% | JOHNSON & JOHNSON (JNJ) - 1.89% |
| #5 | DYNEX CAPITAL INC (DX) - 4.42% | ALPHABET INC CLASS A (GOOGL) - 1.87% |
| #6 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 4.37% | GSK PLC ADR (GSK) - 1.86% |
| #7 | ARMOUR RESIDENTIAL REIT INC (ARR) - 4.10% | GENERAL DYNAMICS CORP (GD) - 1.85% |
| #8 | ELLINGTON FINANCIAL INC (EFC) - 3.61% | RENTOKIL INITIAL PLC ADR (RTO) - 1.82% |
| #9 | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 3.35% | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 1.81% |
| #10 | TWO HARBORS INVESTMENT CORP (TWO) - 2.86% | n/a (WMG) - 1.80% |
| #11 | ORCHID ISLAND CAPITAL INC (ORC) - 2.75% | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 1.80% |
| #12 | LADDER CAPITAL CORP CLASS A (LADR) - 2.54% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.77% |
| #13 | CHIMERA INVESTMENT CORP (CIM) - 2.38% | COCA-COLA CO (KO) - 1.76% |
| #14 | ARBOR REALTY TRUST INC (ABR) - 2.37% | RTX CORP (RTX) - 1.76% |
| #15 | MFA FINANCIAL INC (MFA) - 2.14% | ROCHE HOLDING AG ADR (RHHBY) - 1.75% |
| #16 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.01% | EBAY INC (EBAY) - 1.75% |
| #17 | ADAMAS TRUST INC (ADAM) - 1.66% | STARBUCKS CORP (SBUX) - 1.70% |
| #18 | BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.60% | NOVARTIS AG ADR (NVS) - 1.69% |
| #19 | FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.52% | CME GROUP INC CLASS A (CME) - 1.69% |
| #20 | REDWOOD TRUST INC (RWT) - 1.47% | RELX PLC ADR (RELX) - 1.67% |
| #21 | INVESCO MORTGAGE CAPITAL INC (IVR) - 1.33% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.64% |
| #22 | TPG RE FINANCE TRUST INC (TRTX) - 1.30% | CORTEVA INC (CTVA) - 1.60% |
| #23 | KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.78% | VISA INC CLASS A (V) - 1.60% |
| #24 | READY CAPITAL CORP (RC) - 0.58% | PEPSICO INC (PEP) - 1.60% |
| #25 | ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.55% | LIVE NATION ENTERTAINMENT INC (LYV) - 1.55% |
| Total Holdings | 36 | 68 |
REM vs AQEC - Historical Returns
Returns include dividend reinvestment.
1M
REM
-4.83%
Winner
AQEC
+0.37%
3M
Winner
REM
-3.01%
AQEC
-3.55%
6M
Winner
REM
-1.43%
AQEC
-5.23%
1Y
REM
+11.79%
AQEC
N/A
5Y(CAGR)
REM
-2.26%
AQEC
N/A
10Y(CAGR)
REM
+2.61%
AQEC
N/A
Max(CAGR)
Winner
REM
-1.32%
AQEC
-4.53%
REM vs AQEC - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | REM | AQEC |
|---|---|---|
| 2026 | -3.20% | -5.72% |
| 2025 | +12.79% | +3.71% |
| 2024 | -0.45% | N/A |
| 2023 | +12.51% | N/A |
| 2022 | -28.84% | N/A |
| 2021 | +19.82% | N/A |
| 2020 | -20.73% | N/A |
| 2019 | +20.48% | N/A |
| 2018 | -2.01% | N/A |
| 2017 | +16.54% | N/A |
| 2016 | +21.07% | N/A |
| 2015 | -10.85% | N/A |
| 2014 | +15.97% | N/A |
| 2013 | -5.63% | N/A |
| 2012 | +20.36% | N/A |
| 2011 | -9.86% | N/A |
| 2010 | +15.98% | N/A |
| 2009 | +13.09% | N/A |
| 2008 | -42.43% | N/A |
| 2007 | -36.35% | N/A |
REM vs AQEC Drawdown Comparison
The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.
The maximum drawdown for AQEC was -12.81%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current REM drawdown is -23.58%. The current AQEC drawdown is -8.33%.
| Rank | REM | AQEC |
|---|---|---|
| #1 | -74.76% Jun 4, 2007 - Nov 20, 2008 | -12.81% Jan 26, 2026 - Mar 27, 2026 |
| #2 | -3.84% May 9, 2007 - May 31, 2007 | -1.74% Jan 14, 2026 - Jan 26, 2026 |
| #3 | -0.38% May 4, 2007 - May 9, 2007 | -1.05% Dec 24, 2025 - Jan 6, 2026 |
| #4 | N/A | -0.89% Dec 11, 2025 - Dec 22, 2025 |
| #5 | N/A | -0.79% Nov 19, 2025 - Nov 21, 2025 |
| #6 | N/A | -0.75% Dec 5, 2025 - Dec 10, 2025 |
| #7 | N/A | -0.54% Jan 6, 2026 - Jan 9, 2026 |
| #8 | N/A | -0.50% Nov 28, 2025 - Dec 3, 2025 |
| #9 | N/A | -0.20% Jan 12, 2026 - Jan 14, 2026 |
| #10 | N/A | -0.06% Dec 3, 2025 - Dec 5, 2025 |
Correlation
Correlation between REM and AQEC is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.37
-101
Dividend Comparison (2007 - 2026)
REM vs AQEC dividend yield comparison.
| Year | REM | AQEC |
|---|---|---|
| 2026 | 0.75% | 0.40% |
| 2025 | 8.70% | 0.13% |
| 2024 | 9.61% | 0.00% |
| 2023 | 9.46% | 0.00% |
| 2022 | 11.13% | 0.00% |
| 2021 | 7.29% | 0.00% |
| 2020 | 7.72% | 0.00% |
| 2019 | 8.16% | 0.00% |
| 2018 | 9.99% | 0.00% |
| 2017 | 9.97% | 0.00% |
| 2016 | 10.03% | 0.00% |
| 2015 | 11.99% | 0.00% |
| 2014 | 14.53% | 0.00% |
| 2013 | 16.12% | 0.00% |
| 2012 | 12.60% | 0.00% |
| 2011 | 12.20% | 0.00% |
| 2010 | 9.10% | 0.00% |
| 2009 | 8.14% | 0.00% |
| 2008 | 22.08% | 0.00% |
| 2007 | 8.95% | 0.00% |
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