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REM vs SPY

Comparison between iShares Mortgage Real Estate ETF (REM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed REM, delivering a return of +13.0% compared to -1.3%

REM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
REM
$548M
Winner
SPY
$781B
Expense Ratio
REM
0.48%
Winner
SPY
0.09%
Max Drawdown
REM
92.91%
Winner
SPY
56.47%
Sharpe Ratio
REM
0.45
Winner
SPY
1.25
5Y Beta
Winner
REM
0.69
SPY
1.00
P/E Ratio
Winner
REM
14.52
SPY
28.78
Forward P/E
Winner
REM
7.66
SPY
21.23
PEG Ratio
REM
0.08
SPY
N/A
5Y Dividends CAGR
REM
-2.47%
Winner
SPY
6.00%
5Y EPS CAGR
REM
-22.63%
Winner
SPY
25.62%
Debt to Equity
REM
53.93%
Winner
SPY
31.92%
P/S Ratio
REM
4.62
Winner
SPY
3.76
P/B Ratio
Winner
REM
0.87
SPY
5.64

REM vs SPY - Holdings Comparison

REM and SPY have 1 common holdings. Overlap is 0.00%

REM's top 25 holdings weight is 96.80%. SPY's top 25 holdings weight is 51.74%.

RankREMSPY
#1
ANNALY CAPITAL MANAGEMENT INC (NLY) - 23.41%
NVIDIA CORP (NVDA) - 7.89%
#2
AGNC INVESTMENT CORP (AGNC) - 15.70%
APPLE INC (AAPL) - 7.37%
#3
STARWOOD PROPERTY TRUST INC (STWD) - 7.12%
MICROSOFT CORP (MSFT) - 4.50%
#4
DYNEX CAPITAL INC (DX) - 4.44%
AMAZON.COM INC (AMZN) - 3.82%
#5
RITHM CAPITAL CORP (RITM) - 4.36%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
ARMOUR RESIDENTIAL REIT INC (ARR) - 4.26%
BROADCOM INC (AVGO) - 2.86%
#7
BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 4.02%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ELLINGTON FINANCIAL INC (EFC) - 3.52%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 2.98%
TESLA INC (TSLA) - 1.70%
#10
ORCHID ISLAND CAPITAL INC (ORC) - 2.91%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
TWO HARBORS INVESTMENT CORP (TWO) - 2.68%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
LADDER CAPITAL CORP CLASS A (LADR) - 2.34%
ELI LILLY AND CO (LLY) - 1.40%
#13
CHIMERA INVESTMENT CORP (CIM) - 2.28%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
MFA FINANCIAL INC (MFA) - 2.01%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ARBOR REALTY TRUST INC (ABR) - 1.97%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 1.86%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
ADAMAS TRUST INC (ADAM) - 1.62%
VISA INC CLASS A (V) - 0.90%
#18
INVESCO MORTGAGE CAPITAL INC (IVR) - 1.53%
WALMART INC (WMT) - 0.76%
#19
BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.37%
INTEL CORP (INTC) - 0.75%
#20
REDWOOD TRUST INC (RWT) - 1.33%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.30%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
TPG RE FINANCE TRUST INC (TRTX) - 1.26%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
USD CASH (n/a) - 1.20%
ABBVIE INC (ABBV) - 0.66%
#24
KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.84%
CATERPILLAR INC (CAT) - 0.65%
#25
READY CAPITAL CORP (RC) - 0.49%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings34505

REM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
REM
+2.87%
SPY
+0.52%
3M
REM
-1.89%
Winner
SPY
+6.55%
6M
REM
-4.30%
Winner
SPY
+9.76%
1Y
REM
+10.24%
Winner
SPY
+20.32%
5Y(CAGR)
REM
-1.34%
Winner
SPY
+13.01%
10Y(CAGR)
REM
+2.57%
Winner
SPY
+15.06%
Max(CAGR)
REM
-1.15%
Winner
SPY
+8.50%

REM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearREMSPY
2026+0.00%+10.11%
2025+12.79%+18.00%
2024-0.45%+25.59%
2023+12.51%+26.72%
2022-28.84%-18.64%
2021+19.82%+30.52%
2020-20.73%+17.28%
2019+20.48%+31.09%
2018-2.01%-5.24%
2017+16.54%+20.78%
2016+21.07%+13.59%
2015-10.85%+1.31%
2014+15.97%+14.56%
2013-5.63%+29.00%
2012+20.36%+14.17%
2011-9.86%+0.85%
2010+15.98%+13.14%
2009+13.09%+22.67%
2008-42.43%-36.25%
2007-36.35%+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

REM vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current REM drawdown is -21.05%. The current SPY drawdown is -1.24%.

RankREMSPY
#1-74.76%
Jun 4, 2007 - Nov 20, 2008		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-3.84%
May 9, 2007 - May 31, 2007		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-0.38%
May 4, 2007 - May 9, 2007		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4N/A-24.50%
Jan 3, 2022 - Dec 13, 2023
#5N/A-19.34%
Sep 20, 2018 - Apr 12, 2019
#6N/A-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between REM and SPY is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63
-101

Dividend Comparison (1999 - 2026)

REM vs SPY dividend yield comparison.

YearREMSPY
20263.02%0.49%
20258.70%1.07%
20249.61%1.21%
20239.46%1.40%
202211.13%1.65%
20217.29%1.20%
20207.72%1.52%
20198.16%1.75%
20189.99%2.04%
20179.97%1.80%
201610.03%2.03%
201511.99%2.06%
201414.53%1.87%
201316.12%1.81%
201212.60%2.18%
201112.20%2.05%
20109.10%1.80%
20098.14%1.95%
200822.08%3.02%
20078.95%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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