REM vs ICLO
Comparison between iShares Mortgage Real Estate ETF (REM, ETF) and Invesco AAA CLO Floating Rate Note ETF (ICLO, ETF).
REM vs ICLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
REM
$533M
ICLO
$530M
Expense Ratio
REM
0.48%
Winner
ICLO
0.19%
Max Drawdown
REM
92.91%
Winner
ICLO
4.36%
Sharpe Ratio
REM
0.37
Winner
ICLO
1.17
5Y Beta
REM
0.67
Winner
ICLO
0.06
P/E Ratio
REM
8.28
ICLO
N/A
Forward P/E
REM
7.21
ICLO
N/A
PEG Ratio
REM
0.04
ICLO
N/A
5Y Dividends CAGR
REM
-2.47%
ICLO
N/A
5Y EPS CAGR
REM
-17.00%
ICLO
N/A
Debt to Equity
REM
47.20%
ICLO
N/A
P/S Ratio
REM
4.23
ICLO
N/A
P/B Ratio
REM
0.87
ICLO
N/A
REM vs ICLO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
REM
+2.23%
ICLO
+0.40%
3M
Winner
REM
+3.87%
ICLO
+1.42%
6M
REM
+1.34%
Winner
ICLO
+2.36%
1Y
Winner
REM
+6.64%
ICLO
+4.95%
5Y(CAGR)
REM
-1.39%
ICLO
N/A
10Y(CAGR)
REM
+2.36%
ICLO
N/A
Max(CAGR)
REM
-1.10%
Winner
ICLO
+6.69%
REM vs ICLO - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | REM | ICLO |
|---|---|---|
| 2026 | +0.74% | +3.16% |
| 2025 | +12.79% | +5.23% |
| 2024 | -0.45% | +6.97% |
| 2023 | +12.51% | +8.81% |
| 2022 | -28.84% | +0.38% |
| 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 ICLO 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 ICLO was -3.47%, occurring on Apr 4, 2025. Recovery took 37 trading sessions.
The current REM drawdown is -20.47%.
| Rank | REM | ICLO |
|---|---|---|
| #1 | -74.76% Jun 4, 2007 - Nov 20, 2008 | -3.47% Mar 3, 2025 - Apr 24, 2025 |
| #2 | -3.84% May 9, 2007 - May 31, 2007 | -0.83% Feb 23, 2023 - Apr 12, 2023 |
| #3 | -0.38% May 4, 2007 - May 9, 2007 | -0.62% Aug 1, 2024 - Aug 16, 2024 |
| #4 | N/A | -0.35% Jul 29, 2025 - Aug 7, 2025 |
| #5 | N/A | -0.35% Aug 19, 2024 - Sep 4, 2024 |
| #6 | N/A | -0.31% Aug 18, 2025 - Aug 27, 2025 |
| #7 | N/A | -0.29% Feb 27, 2026 - Mar 23, 2026 |
| #8 | N/A | -0.27% Jun 25, 2025 - Jul 1, 2025 |
| #9 | N/A | -0.27% Jun 11, 2026 - Jun 29, 2026 |
| #10 | N/A | -0.23% Oct 13, 2023 - Nov 2, 2023 |
| #11 | N/A | -0.21% Apr 9, 2024 - Apr 12, 2024 |
| #12 | N/A | -0.21% Jul 16, 2025 - Jul 22, 2025 |
| #13 | N/A | -0.20% Apr 25, 2025 - May 2, 2025 |
| #14 | N/A | -0.19% Oct 3, 2023 - Oct 13, 2023 |
| #15 | N/A | -0.19% Dec 19, 2025 - Dec 29, 2025 |
Correlation
Correlation between REM and ICLO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2007 - 2026)
REM vs ICLO dividend yield comparison.
| Year | REM | ICLO |
|---|---|---|
| 2026 | 3.00% | 3.07% |
| 2025 | 8.70% | 5.49% |
| 2024 | 9.61% | 6.51% |
| 2023 | 9.46% | 7.01% |
| 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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