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 +13.3% compared to -2.3%
REM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REM
$580M
Winner
SPY
$735B
Expense Ratio
REM
0.48%
Winner
SPY
0.09%
Max Drawdown
REM
92.91%
Winner
SPY
56.47%
Sharpe Ratio
REM
0.55
Winner
SPY
1.62
5Y Beta
Winner
REM
0.69
SPY
1.00
P/E Ratio
Winner
REM
14.31
SPY
28.99
Forward P/E
Winner
REM
7.41
SPY
22.37
PEG Ratio
REM
0.07
SPY
N/A
5Y Dividends CAGR
REM
-3.20%
Winner
SPY
5.43%
5Y EPS CAGR
REM
-22.10%
Winner
SPY
26.05%
Debt to Equity
REM
57.88%
Winner
SPY
32.40%
P/S Ratio
REM
4.51
Winner
SPY
3.74
P/B Ratio
Winner
REM
0.86
SPY
5.61
REM vs SPY - Holdings Comparison
REM and SPY have 1 common holdings. Overlap is 0.00%
REM's top 25 holdings weight is 96.96%. SPY's top 25 holdings weight is 52.37%.
| Rank | REM | SPY |
|---|---|---|
| #1 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 22.35% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | AGNC INVESTMENT CORP (AGNC) - 14.67% | APPLE INC (AAPL) - 7.02% |
| #3 | STARWOOD PROPERTY TRUST INC (STWD) - 7.77% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | RITHM CAPITAL CORP (RITM) - 4.48% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | DYNEX CAPITAL INC (DX) - 4.42% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 4.37% | BROADCOM INC (AVGO) - 3.10% |
| #7 | ARMOUR RESIDENTIAL REIT INC (ARR) - 4.10% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | ELLINGTON FINANCIAL INC (EFC) - 3.61% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 3.35% | TESLA INC (TSLA) - 1.89% |
| #10 | TWO HARBORS INVESTMENT CORP (TWO) - 2.86% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | ORCHID ISLAND CAPITAL INC (ORC) - 2.75% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | LADDER CAPITAL CORP CLASS A (LADR) - 2.54% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | CHIMERA INVESTMENT CORP (CIM) - 2.38% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | ARBOR REALTY TRUST INC (ABR) - 2.37% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | MFA FINANCIAL INC (MFA) - 2.14% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.01% | INTEL CORP (INTC) - 0.90% |
| #17 | ADAMAS TRUST INC (ADAM) - 1.66% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.60% | VISA INC CLASS A (V) - 0.85% |
| #19 | FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.52% | WALMART INC (WMT) - 0.81% |
| #20 | REDWOOD TRUST INC (RWT) - 1.47% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | INVESCO MORTGAGE CAPITAL INC (IVR) - 1.33% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | TPG RE FINANCE TRUST INC (TRTX) - 1.30% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.78% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | READY CAPITAL CORP (RC) - 0.58% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.55% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 36 | 505 |
REM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
REM
-4.83%
Winner
SPY
+1.90%
3M
REM
-3.01%
Winner
SPY
+8.55%
6M
REM
-1.43%
Winner
SPY
+8.18%
1Y
REM
+11.79%
Winner
SPY
+25.79%
5Y(CAGR)
REM
-2.26%
Winner
SPY
+13.32%
10Y(CAGR)
REM
+2.61%
Winner
SPY
+15.19%
Max(CAGR)
REM
-1.32%
Winner
SPY
+8.47%
REM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | REM | SPY |
|---|---|---|
| 2026 | -3.20% | +8.26% |
| 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% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -23.58%. The current SPY drawdown is -2.90%.
| Rank | REM | SPY |
|---|---|---|
| #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 |
| #4 | N/A | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | N/A | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | N/A | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | N/A | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | N/A | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | N/A | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | N/A | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | N/A | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | N/A | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | N/A | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | N/A | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between REM and SPY is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.62
-101
Dividend Comparison (1999 - 2026)
REM vs SPY dividend yield comparison.
| Year | REM | SPY |
|---|---|---|
| 2026 | 0.75% | 0.24% |
| 2025 | 8.70% | 1.07% |
| 2024 | 9.61% | 1.21% |
| 2023 | 9.46% | 1.40% |
| 2022 | 11.13% | 1.65% |
| 2021 | 7.29% | 1.20% |
| 2020 | 7.72% | 1.52% |
| 2019 | 8.16% | 1.75% |
| 2018 | 9.99% | 2.04% |
| 2017 | 9.97% | 1.80% |
| 2016 | 10.03% | 2.03% |
| 2015 | 11.99% | 2.06% |
| 2014 | 14.53% | 1.87% |
| 2013 | 16.12% | 1.81% |
| 2012 | 12.60% | 2.18% |
| 2011 | 12.20% | 2.05% |
| 2010 | 9.10% | 1.80% |
| 2009 | 8.14% | 1.95% |
| 2008 | 22.08% | 3.02% |
| 2007 | 8.95% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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