REM vs RSPU
Comparison between iShares Mortgage Real Estate ETF (REM, ETF) and INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF).
REM is from the Real Estate sector, while RSPU is from the Utilities sector.
5-Year PerformanceRSPU has outperformed REM, delivering a return of +11.1% compared to -2.3%
REM vs RSPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
REM
$580M
RSPU
$575M
Expense Ratio
REM
0.48%
Winner
RSPU
0.40%
Max Drawdown
REM
92.91%
Winner
RSPU
51.30%
Sharpe Ratio
REM
0.55
Winner
RSPU
0.79
5Y Beta
REM
0.69
Winner
RSPU
0.32
P/E Ratio
Winner
REM
14.31
RSPU
18.99
Forward P/E
Winner
REM
7.41
RSPU
16.81
PEG Ratio
Winner
REM
0.07
RSPU
0.86
5Y Dividends CAGR
REM
-3.20%
Winner
RSPU
5.68%
5Y EPS CAGR
REM
-22.10%
Winner
RSPU
14.78%
Debt to Equity
Winner
REM
57.88%
RSPU
125.75%
P/S Ratio
REM
4.51
Winner
RSPU
2.44
P/B Ratio
Winner
REM
0.86
RSPU
2.18
REM vs RSPU - Holdings Comparison
REM and RSPU have 1 common holdings. Overlap is 0.00%
REM's top 25 holdings weight is 96.96%. RSPU's top 25 holdings weight is 81.75%.
| Rank | REM | RSPU |
|---|---|---|
| #1 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 22.35% | DOMINION ENERGY INC (D) - 3.53% |
| #2 | AGNC INVESTMENT CORP (AGNC) - 14.67% | ENTERGY CORP (ETR) - 3.52% |
| #3 | STARWOOD PROPERTY TRUST INC (STWD) - 7.77% | ALLIANT ENERGY CORP (LNT) - 3.39% |
| #4 | RITHM CAPITAL CORP (RITM) - 4.48% | EVERGY INC (EVRG) - 3.39% |
| #5 | DYNEX CAPITAL INC (DX) - 4.42% | NISOURCE INC (NI) - 3.37% |
| #6 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 4.37% | VISTRA CORP (VST) - 3.37% |
| #7 | ARMOUR RESIDENTIAL REIT INC (ARR) - 4.10% | THE AES CORP (AES) - 3.36% |
| #8 | ELLINGTON FINANCIAL INC (EFC) - 3.61% | PINNACLE WEST CAPITAL CORP (PNW) - 3.33% |
| #9 | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 3.35% | AMEREN CORP (AEE) - 3.31% |
| #10 | TWO HARBORS INVESTMENT CORP (TWO) - 2.86% | CONSTELLATION ENERGY CORP (CEG) - 3.27% |
| #11 | ORCHID ISLAND CAPITAL INC (ORC) - 2.75% | CENTERPOINT ENERGY INC (CNP) - 3.26% |
| #12 | LADDER CAPITAL CORP CLASS A (LADR) - 2.54% | XCEL ENERGY INC (XEL) - 3.25% |
| #13 | CHIMERA INVESTMENT CORP (CIM) - 2.38% | WEC ENERGY GROUP INC (WEC) - 3.25% |
| #14 | ARBOR REALTY TRUST INC (ABR) - 2.37% | EDISON INTERNATIONAL (EIX) - 3.25% |
| #15 | MFA FINANCIAL INC (MFA) - 2.14% | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.25% |
| #16 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.01% | DTE ENERGY CO (DTE) - 3.22% |
| #17 | ADAMAS TRUST INC (ADAM) - 1.66% | SEMPRA (SRE) - 3.22% |
| #18 | BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.60% | CMS ENERGY CORP (CMS) - 3.19% |
| #19 | FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.52% | SOUTHERN CO (SO) - 3.19% |
| #20 | REDWOOD TRUST INC (RWT) - 1.47% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 3.17% |
| #21 | INVESCO MORTGAGE CAPITAL INC (IVR) - 1.33% | ATMOS ENERGY CORP (ATO) - 3.14% |
| #22 | TPG RE FINANCE TRUST INC (TRTX) - 1.30% | CONSOLIDATED EDISON INC (ED) - 3.14% |
| #23 | KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.78% | PPL CORP (PPL) - 3.13% |
| #24 | READY CAPITAL CORP (RC) - 0.58% | DUKE ENERGY CORP (DUK) - 3.13% |
| #25 | ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.55% | NEXTERA ENERGY INC (NEE) - 3.12% |
| Total Holdings | 36 | 33 |
REM vs RSPU - Historical Returns
Returns include dividend reinvestment.
1M
REM
-4.83%
Winner
RSPU
-2.45%
3M
Winner
REM
-3.01%
RSPU
-3.44%
6M
REM
-1.43%
Winner
RSPU
+6.48%
1Y
REM
+11.79%
Winner
RSPU
+14.92%
5Y(CAGR)
REM
-2.26%
Winner
RSPU
+11.06%
10Y(CAGR)
REM
+2.61%
Winner
RSPU
+9.59%
Max(CAGR)
REM
-1.32%
Winner
RSPU
+9.04%
REM vs RSPU - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | REM | RSPU |
|---|---|---|
| 2026 | -3.20% | +5.43% |
| 2025 | +12.79% | +16.42% |
| 2024 | -0.45% | +21.77% |
| 2023 | +12.51% | -3.20% |
| 2022 | -28.84% | +5.17% |
| 2021 | +19.82% | +19.91% |
| 2020 | -20.73% | -1.23% |
| 2019 | +20.48% | +25.34% |
| 2018 | -2.01% | +7.45% |
| 2017 | +16.54% | +9.02% |
| 2016 | +21.07% | +16.09% |
| 2015 | -10.85% | -4.67% |
| 2014 | +15.97% | +29.86% |
| 2013 | -5.63% | +11.25% |
| 2012 | +20.36% | +8.12% |
| 2011 | -9.86% | +12.75% |
| 2010 | +15.98% | +11.90% |
| 2009 | +13.09% | +20.78% |
| 2008 | -42.43% | -29.95% |
| 2007 | -36.35% | +9.97% |
| 2006 | N/A | +4.93% |
REM vs RSPU 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 RSPU was -48.10%, occurring on Mar 9, 2009. Recovery took 1002 trading sessions.
The current REM drawdown is -23.58%. The current RSPU drawdown is -5.59%.
| Rank | REM | RSPU |
|---|---|---|
| #1 | -74.76% Jun 4, 2007 - Nov 20, 2008 | -48.10% May 22, 2007 - May 12, 2011 |
| #2 | -3.84% May 9, 2007 - May 31, 2007 | -36.82% Feb 18, 2020 - Aug 12, 2021 |
| #3 | -0.38% May 4, 2007 - May 9, 2007 | -21.86% Sep 12, 2022 - May 15, 2024 |
| #4 | N/A | -16.12% Apr 20, 2022 - Aug 15, 2022 |
| #5 | N/A | -14.91% May 20, 2011 - Dec 21, 2011 |
| #6 | N/A | -14.16% Dec 29, 2014 - Feb 25, 2016 |
| #7 | N/A | -14.15% Nov 30, 2017 - Aug 16, 2018 |
| #8 | N/A | -12.99% Jul 22, 2016 - May 24, 2017 |
| #9 | N/A | -11.27% Apr 30, 2013 - Feb 18, 2014 |
| #10 | N/A | -9.30% Nov 29, 2024 - May 6, 2025 |
| #11 | N/A | -8.96% Dec 13, 2018 - Mar 4, 2019 |
| #12 | N/A | -8.66% Oct 18, 2012 - Feb 11, 2013 |
| #13 | N/A | -8.47% Feb 27, 2026 - Jun 1, 2026 |
| #14 | N/A | -8.30% Sep 2, 2021 - Dec 15, 2021 |
| #15 | N/A | -7.81% Oct 15, 2025 - Feb 12, 2026 |
Correlation
Correlation between REM and RSPU is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2006 - 2026)
REM vs RSPU dividend yield comparison.
| Year | REM | RSPU |
|---|---|---|
| 2026 | 0.75% | 0.68% |
| 2025 | 8.70% | 2.54% |
| 2024 | 9.61% | 2.39% |
| 2023 | 9.46% | 2.92% |
| 2022 | 11.13% | 2.35% |
| 2021 | 7.29% | 2.41% |
| 2020 | 7.72% | 2.94% |
| 2019 | 8.16% | 2.54% |
| 2018 | 9.99% | 3.11% |
| 2017 | 9.97% | 3.08% |
| 2016 | 10.03% | 2.98% |
| 2015 | 11.99% | 4.15% |
| 2014 | 14.53% | 2.91% |
| 2013 | 16.12% | 3.70% |
| 2012 | 12.60% | 3.59% |
| 2011 | 12.20% | 4.14% |
| 2010 | 9.10% | 3.54% |
| 2009 | 8.14% | 3.77% |
| 2008 | 22.08% | 4.71% |
| 2007 | 8.95% | 2.90% |
| 2006 | 0.00% | 0.48% |
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