REM vs IBTM
Comparison between iShares Mortgage Real Estate ETF (REM, ETF) and ISHARES IBONDS DEC 2032 TERM TREASURY ETF (IBTM, ETF).
REM vs IBTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
REM
$548M
IBTM
$547M
Expense Ratio
REM
0.48%
Winner
IBTM
0.07%
Max Drawdown
REM
92.91%
Winner
IBTM
16.81%
Sharpe Ratio
Winner
REM
0.45
IBTM
-0.25
5Y Beta
REM
0.69
Winner
IBTM
-0.02
P/E Ratio
REM
14.52
IBTM
N/A
Forward P/E
REM
7.66
IBTM
N/A
PEG Ratio
REM
0.08
IBTM
N/A
5Y Dividends CAGR
REM
-2.47%
IBTM
N/A
5Y EPS CAGR
REM
-22.63%
IBTM
N/A
Debt to Equity
REM
53.93%
IBTM
N/A
P/S Ratio
REM
4.62
IBTM
N/A
P/B Ratio
REM
0.87
IBTM
N/A
REM vs IBTM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
REM
+2.87%
IBTM
-0.10%
3M
REM
-1.89%
Winner
IBTM
-1.00%
6M
REM
-4.30%
Winner
IBTM
-0.35%
1Y
Winner
REM
+10.24%
IBTM
+2.40%
5Y(CAGR)
REM
-1.34%
Winner
IBTM
+1.39%
10Y(CAGR)
REM
+2.57%
IBTM
N/A
Max(CAGR)
REM
-1.15%
Winner
IBTM
+1.39%
REM vs IBTM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | REM | IBTM |
|---|---|---|
| 2026 | +0.00% | -0.66% |
| 2025 | +12.79% | +7.99% |
| 2024 | -0.45% | +0.25% |
| 2023 | +12.51% | +2.94% |
| 2022 | -28.84% | -4.63% |
| 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 IBTM 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 IBTM was -13.59%, occurring on Oct 19, 2023. Recovery took 753 trading sessions.
The current REM drawdown is -21.05%. The current IBTM drawdown is -2.58%.
| Rank | REM | IBTM |
|---|---|---|
| #1 | -74.76% Jun 4, 2007 - Nov 20, 2008 | -13.59% Aug 1, 2022 - Aug 1, 2025 |
| #2 | -3.84% May 9, 2007 - May 31, 2007 | -3.26% Feb 27, 2026 - May 19, 2026 |
| #3 | -0.38% May 4, 2007 - May 9, 2007 | -1.12% Nov 26, 2025 - Feb 10, 2026 |
| #4 | N/A | -1.07% Oct 21, 2025 - Nov 24, 2025 |
| #5 | N/A | -1.05% Jul 13, 2022 - Jul 22, 2022 |
| #6 | N/A | -0.97% Sep 11, 2025 - Oct 13, 2025 |
| #7 | N/A | -0.54% Aug 4, 2025 - Aug 22, 2025 |
| #8 | N/A | -0.40% Jul 22, 2022 - Jul 28, 2022 |
| #9 | N/A | -0.24% Aug 29, 2025 - Sep 3, 2025 |
| #10 | N/A | -0.22% Feb 10, 2026 - Feb 12, 2026 |
| #11 | N/A | -0.21% Feb 13, 2026 - Feb 23, 2026 |
| #12 | N/A | -0.21% Oct 16, 2025 - Oct 21, 2025 |
| #13 | N/A | -0.19% Sep 8, 2025 - Sep 11, 2025 |
| #14 | N/A | -0.17% Aug 22, 2025 - Aug 26, 2025 |
| #15 | N/A | -0.13% Feb 23, 2026 - Feb 26, 2026 |
Correlation
Correlation between REM and IBTM is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2007 - 2026)
REM vs IBTM dividend yield comparison.
| Year | REM | IBTM |
|---|---|---|
| 2026 | 3.02% | 1.97% |
| 2025 | 8.70% | 3.87% |
| 2024 | 9.61% | 3.96% |
| 2023 | 9.46% | 3.39% |
| 2022 | 11.13% | 1.38% |
| 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% |
Select Stocks to Compare
Popular: REM vs SPYIBTM vs SPY
More Comparisons
Compare with similar stocks