REM vs IIM
Comparison between iShares Mortgage Real Estate ETF (REM, ETF) and Invesco Value Municipal Income Trust (IIM, ETF).
5-Year PerformanceIIM has outperformed REM, delivering a return of +0.5% compared to -2.3%
REM vs IIM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
REM vs IIM - Historical Returns
Returns include dividend reinvestment.
REM vs IIM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | REM | IIM |
|---|---|---|
| 2026 | -3.20% | +3.62% |
| 2025 | +12.79% | +10.49% |
| 2024 | -0.45% | +8.05% |
| 2023 | +12.51% | +1.96% |
| 2022 | -28.84% | -24.99% |
| 2021 | +19.82% | +14.43% |
| 2020 | -20.73% | +6.40% |
| 2019 | +20.48% | +16.89% |
| 2018 | -2.01% | -3.94% |
| 2017 | +16.54% | +6.76% |
| 2016 | +21.07% | -6.13% |
| 2015 | -10.85% | +4.87% |
| 2014 | +15.97% | +27.82% |
| 2013 | -5.63% | -15.82% |
| 2012 | +20.36% | +10.32% |
| 2011 | -9.86% | +26.65% |
| 2010 | +15.98% | +2.22% |
| 2009 | +13.09% | +35.02% |
| 2008 | -42.43% | -16.26% |
| 2007 | -36.35% | -1.26% |
| 2006 | N/A | +9.16% |
| 2005 | N/A | +6.85% |
| 2004 | N/A | +0.01% |
| 2003 | N/A | +13.26% |
| 2002 | N/A | +10.83% |
| 2001 | N/A | +8.90% |
| 2000 | N/A | +9.86% |
| 1999 | N/A | -5.21% |
REM vs IIM 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 IIM was -40.17%, occurring on Oct 10, 2008. Recovery took 364 trading sessions.
The current REM drawdown is -23.58%. The current IIM drawdown is -4.38%.
| Rank | REM | IIM |
|---|---|---|
| #1 | -74.76% Jun 4, 2007 - Nov 20, 2008 | -40.17% Feb 12, 2008 - Jul 23, 2009 |
| #2 | -3.84% May 9, 2007 - May 31, 2007 | -35.72% Dec 31, 2021 - Oct 26, 2023 |
| #3 | -0.38% May 4, 2007 - May 9, 2007 | -28.68% Mar 6, 2020 - Nov 30, 2020 |
| #4 | N/A | -21.70% Jan 9, 2013 - Oct 3, 2014 |
| #5 | N/A | -18.68% Jul 11, 2016 - Aug 2, 2019 |
| #6 | N/A | -17.73% Sep 8, 2010 - Aug 22, 2011 |
| #7 | N/A | -16.13% Jan 29, 2015 - Jan 4, 2016 |
| #8 | N/A | -13.63% Mar 8, 2004 - Jun 16, 2005 |
| #9 | N/A | -13.17% Mar 9, 2012 - Jan 2, 2013 |
| #10 | N/A | -10.27% Nov 4, 1999 - Jul 6, 2000 |
| #11 | N/A | -10.27% Sep 13, 2000 - Jan 8, 2001 |
| #12 | N/A | -9.06% Jun 16, 2003 - Dec 16, 2003 |
| #13 | N/A | -8.74% May 15, 2007 - Jan 14, 2008 |
| #14 | N/A | -7.97% Sep 14, 2021 - Dec 31, 2021 |
| #15 | N/A | -7.40% Oct 8, 2009 - Dec 17, 2009 |
Correlation
Correlation between REM and IIM is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
REM vs IIM dividend yield comparison.
| Year | REM | IIM |
|---|---|---|
| 2026 | 0.75% | 3.11% |
| 2025 | 8.70% | 7.51% |
| 2024 | 9.61% | 6.58% |
| 2023 | 9.46% | 4.72% |
| 2022 | 11.13% | 5.87% |
| 2021 | 7.29% | 4.51% |
| 2020 | 7.72% | 4.48% |
| 2019 | 8.16% | 4.61% |
| 2018 | 9.99% | 5.43% |
| 2017 | 9.97% | 4.99% |
| 2016 | 10.03% | 5.52% |
| 2015 | 11.99% | 5.20% |
| 2014 | 14.53% | 5.49% |
| 2013 | 16.12% | 6.67% |
| 2012 | 12.60% | 5.35% |
| 2011 | 12.20% | 5.50% |
| 2010 | 9.10% | 6.44% |
| 2009 | 8.14% | 5.70% |
| 2008 | 22.08% | 7.39% |
| 2007 | 8.95% | 5.22% |
| 2006 | 0.00% | 5.82% |
| 2005 | 0.00% | 6.10% |
| 2004 | 0.00% | 6.47% |
| 2003 | 0.00% | 8.03% |
| 2002 | 0.00% | 5.82% |
| 2001 | 0.00% | 5.68% |
| 2000 | 0.00% | 2.54% |
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