REM vs EPU
Comparison between iShares Mortgage Real Estate ETF (REM, ETF) and ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF (EPU, ETF).
5-Year PerformanceEPU has outperformed REM, delivering a return of +35.1% compared to -1.4%
REM vs EPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
REM
$533M
EPU
$532M
Expense Ratio
Winner
REM
0.48%
EPU
0.59%
Max Drawdown
REM
92.91%
Winner
EPU
64.62%
Sharpe Ratio
REM
0.37
Winner
EPU
1.95
5Y Beta
Winner
REM
0.67
EPU
0.89
P/E Ratio
Winner
REM
8.28
EPU
17.83
Forward P/E
Winner
REM
7.21
EPU
19.85
PEG Ratio
Winner
REM
0.04
EPU
0.29
5Y Dividends CAGR
REM
-2.47%
Winner
EPU
23.04%
5Y EPS CAGR
REM
-17.00%
Winner
EPU
41.79%
Debt to Equity
Winner
REM
47.20%
EPU
64.08%
P/S Ratio
REM
4.23
Winner
EPU
1.73
P/B Ratio
Winner
REM
0.87
EPU
3.67
REM vs EPU - Holdings Comparison
REM and EPU have 1 common holdings. Overlap is -0.18%
REM's top 25 holdings weight is 98.12%. EPU's top 25 holdings weight is 99.39%.
| Rank | REM | EPU |
|---|---|---|
| #1 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 25.68% | CREDICORP LTD (BAP) - 23.91% |
| #2 | AGNC INVESTMENT CORP (AGNC) - 16.56% | SOUTHERN COPPER CORP (SCCO) - 22.33% |
| #3 | STARWOOD PROPERTY TRUST INC (STWD) - 7.58% | COMPANIA DE MINAS BUENAVENTURA SAA ADR (BVN) - 4.04% |
| #4 | RITHM CAPITAL CORP (RITM) - 5.27% | HOCHSCHILD MINING PLC (n/a) - 3.80% |
| #5 | DYNEX CAPITAL INC (DX) - 4.73% | VOLCAN COMPANIA MINERA SAA PARTICIPATING PREFERRED (n/a) - 3.21% |
| #6 | ARMOUR RESIDENTIAL REIT INC (ARR) - 4.57% | INTERCORP FINANCIAL SERVICES INC (n/a) - 3.15% |
| #7 | ELLINGTON FINANCIAL INC (EFC) - 3.82% | PARQUE ARAUCO SA (n/a) - 2.92% |
| #8 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 3.80% | FERREYCORP SAA (n/a) - 2.88% |
| #9 | ORCHID ISLAND CAPITAL INC (ORC) - 3.06% | SOCIEDAD MINERA CERRO VERDE SAA (n/a) - 2.75% |
| #10 | LADDER CAPITAL CORP CLASS A (LADR) - 2.54% | LAUREATE EDUCATION INC SHS (LAUR) - 2.74% |
| #11 | CHIMERA INVESTMENT CORP (CIM) - 2.44% | INTERCONEXION ELECTRICA SA ESP (n/a) - 2.74% |
| #12 | ARBOR REALTY TRUST INC (ABR) - 2.26% | MMG LTD (n/a) - 2.65% |
| #13 | MFA FINANCIAL INC (MFA) - 2.15% | PAN AMERICAN SILVER CORP (n/a) - 2.62% |
| #14 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 1.92% | FALABELLA SA (n/a) - 2.41% |
| #15 | ADAMAS TRUST INC (ADAM) - 1.85% | FORTUNA MINING CORP (n/a) - 2.21% |
| #16 | INVESCO MORTGAGE CAPITAL INC (IVR) - 1.55% | TRIPLE FLAG PRECIOUS METALS CORP (TFPM) - 2.16% |
| #17 | BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.45% | WHEATON PRECIOUS METALS CORP (WPM) - 2.16% |
| #18 | FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.38% | CEMENTOS PACASMAYO SAA (n/a) - 2.04% |
| #19 | REDWOOD TRUST INC (RWT) - 1.34% | INRETAIL PERU CORP (n/a) - 2.04% |
| #20 | TPG RE FINANCE TRUST INC (TRTX) - 1.32% | BANCO BBVA PERU (n/a) - 1.98% |
| #21 | KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.90% | EMPRESA NACIONAL DE TELECOMUNICACIONES SA (n/a) - 1.44% |
| #22 | ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.52% | USD CASH (n/a) - 1.11% |
| #23 | READY CAPITAL CORP (RC) - 0.51% | AUNA SA CLASS A ORDINARY SHARES (AUNA) - 1.00% |
| #24 | TPG MORTGAGE INVESTMENT TRUST INC (MITT) - 0.49% | CASA GRANDE SAA (n/a) - 0.60% |
| #25 | CHICAGO ATLANTIC REAL ESTATE FINANCE INC (REFI) - 0.43% | INVERSIONES PORTUARIAS CHANCAY SAA PFS UNDATED PEN 0.10 CLASS B (n/a) - 0.50% |
| Total Holdings | 32 | 41 |
REM vs EPU - Historical Returns
Returns include dividend reinvestment.
1M
REM
+2.23%
Winner
EPU
+10.27%
3M
REM
+3.87%
Winner
EPU
+15.99%
6M
REM
+1.34%
Winner
EPU
+3.94%
1Y
REM
+6.64%
Winner
EPU
+81.76%
5Y(CAGR)
REM
-1.39%
Winner
EPU
+35.09%
10Y(CAGR)
REM
+2.36%
Winner
EPU
+14.53%
Max(CAGR)
REM
-1.10%
Winner
EPU
+11.20%
REM vs EPU - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | REM | EPU |
|---|---|---|
| 2026 | +0.74% | +31.77% |
| 2025 | +12.79% | +85.21% |
| 2024 | -0.45% | +23.00% |
| 2023 | +12.51% | +24.05% |
| 2022 | -28.84% | +0.48% |
| 2021 | +19.82% | -12.88% |
| 2020 | -20.73% | -4.80% |
| 2019 | +20.48% | +6.71% |
| 2018 | -2.01% | -13.92% |
| 2017 | +16.54% | +28.47% |
| 2016 | +21.07% | +64.99% |
| 2015 | -10.85% | -35.82% |
| 2014 | +15.97% | -3.94% |
| 2013 | -5.63% | -26.81% |
| 2012 | +20.36% | +20.98% |
| 2011 | -9.86% | -22.39% |
| 2010 | +15.98% | +54.49% |
| 2009 | +13.09% | +34.33% |
| 2008 | -42.43% | N/A |
| 2007 | -36.35% | N/A |
REM vs EPU 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 EPU was -60.62%, occurring on Jan 19, 2016. Recovery took 1263 trading sessions.
The current REM drawdown is -20.47%.
| Rank | REM | EPU |
|---|---|---|
| #1 | -74.76% Jun 4, 2007 - Nov 20, 2008 | -60.62% Jan 17, 2013 - Jan 24, 2018 |
| #2 | -3.84% May 9, 2007 - May 31, 2007 | -50.96% Apr 19, 2018 - Mar 8, 2024 |
| #3 | -0.38% May 4, 2007 - May 9, 2007 | -31.96% Dec 7, 2010 - Jan 14, 2013 |
| #4 | N/A | -20.85% Feb 27, 2026 - Aug 21, 2026 |
| #5 | N/A | -17.30% Jan 11, 2010 - Aug 2, 2010 |
| #6 | N/A | -14.82% Mar 25, 2025 - May 6, 2025 |
| #7 | N/A | -12.39% May 20, 2024 - Sep 26, 2024 |
| #8 | N/A | -9.88% Oct 28, 2024 - Mar 17, 2025 |
| #9 | N/A | -9.75% Oct 22, 2009 - Jan 6, 2010 |
| #10 | N/A | -9.28% Jan 26, 2018 - Apr 18, 2018 |
| #11 | N/A | -8.27% Jan 29, 2026 - Feb 25, 2026 |
| #12 | N/A | -7.82% Oct 16, 2025 - Dec 1, 2025 |
| #13 | N/A | -7.19% Jul 1, 2009 - Jul 20, 2009 |
| #14 | N/A | -5.96% Nov 8, 2010 - Dec 2, 2010 |
| #15 | N/A | -4.88% Oct 14, 2010 - Nov 2, 2010 |
Correlation
Correlation between REM and EPU is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.39
-101
Dividend Comparison (2007 - 2026)
REM vs EPU dividend yield comparison.
| Year | REM | EPU |
|---|---|---|
| 2026 | 3.00% | 1.51% |
| 2025 | 8.70% | 1.63% |
| 2024 | 9.61% | 5.78% |
| 2023 | 9.46% | 4.17% |
| 2022 | 11.13% | 5.56% |
| 2021 | 7.29% | 3.13% |
| 2020 | 7.72% | 1.91% |
| 2019 | 8.16% | 2.67% |
| 2018 | 9.99% | 1.53% |
| 2017 | 9.97% | 3.30% |
| 2016 | 10.03% | 0.85% |
| 2015 | 11.99% | 1.90% |
| 2014 | 14.53% | 1.66% |
| 2013 | 16.12% | 1.72% |
| 2012 | 12.60% | 3.54% |
| 2011 | 12.20% | 2.83% |
| 2010 | 9.10% | 1.69% |
| 2009 | 8.14% | 0.40% |
| 2008 | 22.08% | 0.00% |
| 2007 | 8.95% | 0.00% |
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