REM vs VNQ
Comparison between iShares Mortgage Real Estate ETF (REM, ETF) and VANGUARD REAL ESTATE INDEX FUND ETF SHARES (VNQ, ETF).
Both REM and VNQ are from the Real Estate sector.
5-Year PerformanceVNQ has outperformed REM, delivering a return of +2.6% compared to -1.3%
REM vs VNQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REM
$548M
Winner
VNQ
$71B
Expense Ratio
REM
0.48%
Winner
VNQ
0.13%
Max Drawdown
REM
92.91%
Winner
VNQ
75.76%
Sharpe Ratio
REM
0.45
Winner
VNQ
0.80
5Y Beta
REM
0.69
Winner
VNQ
0.50
P/E Ratio
Winner
REM
14.52
VNQ
35.95
Forward P/E
Winner
REM
7.66
VNQ
33.86
PEG Ratio
REM
0.08
VNQ
N/A
5Y Dividends CAGR
REM
-2.47%
Winner
VNQ
1.95%
5Y EPS CAGR
REM
-22.63%
Winner
VNQ
9.44%
Debt to Equity
REM
53.93%
Winner
VNQ
48.44%
P/S Ratio
Winner
REM
4.62
VNQ
5.42
P/B Ratio
Winner
REM
0.87
VNQ
2.75
REM vs VNQ - Holdings Comparison
REM and VNQ have 1 common holdings. Overlap is 0.00%
REM's top 25 holdings weight is 96.80%. VNQ's top 25 holdings weight is 72.55%.
| Rank | REM | VNQ |
|---|---|---|
| #1 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 23.41% | VANGUARD REAL ESTATE II INDEX (VRTPX) - 14.36% |
| #2 | AGNC INVESTMENT CORP (AGNC) - 15.70% | WELLTOWER INC (WELL) - 8.37% |
| #3 | STARWOOD PROPERTY TRUST INC (STWD) - 7.12% | PROLOGIS INC (PLD) - 6.68% |
| #4 | DYNEX CAPITAL INC (DX) - 4.44% | EQUINIX INC (EQIX) - 5.43% |
| #5 | RITHM CAPITAL CORP (RITM) - 4.36% | AMERICAN TOWER CORP (AMT) - 4.03% |
| #6 | ARMOUR RESIDENTIAL REIT INC (ARR) - 4.26% | SIMON PROPERTY GROUP INC (SPG) - 3.84% |
| #7 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 4.02% | DIGITAL REALTY TRUST INC (DLR) - 3.26% |
| #8 | ELLINGTON FINANCIAL INC (EFC) - 3.52% | REALTY INCOME CORP (O) - 3.03% |
| #9 | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 2.98% | PUBLIC STORAGE (PSA) - 2.66% |
| #10 | ORCHID ISLAND CAPITAL INC (ORC) - 2.91% | VENTAS INC (VTR) - 2.23% |
| #11 | TWO HARBORS INVESTMENT CORP (TWO) - 2.68% | CBRE GROUP INC CLASS A (CBRE) - 2.10% |
| #12 | LADDER CAPITAL CORP CLASS A (LADR) - 2.34% | IRON MOUNTAIN INC (IRM) - 1.99% |
| #13 | CHIMERA INVESTMENT CORP (CIM) - 2.28% | CROWN CASTLE INC (CCI) - 1.75% |
| #14 | MFA FINANCIAL INC (MFA) - 2.01% | EXTRA SPACE STORAGE INC (EXR) - 1.62% |
| #15 | ARBOR REALTY TRUST INC (ABR) - 1.97% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.41% |
| #16 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 1.86% | AVALONBAY COMMUNITIES INC (AVB) - 1.39% |
| #17 | ADAMAS TRUST INC (ADAM) - 1.62% | EQUITY RESIDENTIAL (EQR) - 1.21% |
| #18 | INVESCO MORTGAGE CAPITAL INC (IVR) - 1.53% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 0.99% |
| #19 | BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.37% | ESSEX PROPERTY TRUST INC (ESS) - 0.99% |
| #20 | REDWOOD TRUST INC (RWT) - 1.33% | WEYERHAEUSER CO (WY) - 0.91% |
| #21 | FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.30% | KIMCO REALTY CORP (KIM) - 0.90% |
| #22 | TPG RE FINANCE TRUST INC (TRTX) - 1.26% | HOST HOTELS & RESORTS INC (HST) - 0.86% |
| #23 | USD CASH (n/a) - 1.20% | INVITATION HOMES INC (INVH) - 0.86% |
| #24 | KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.84% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.85% |
| #25 | READY CAPITAL CORP (RC) - 0.49% | W.P. CAREY INC (WPC) - 0.83% |
| Total Holdings | 34 | 157 |
REM vs VNQ - Historical Returns
Returns include dividend reinvestment.
1M
REM
+2.87%
Winner
VNQ
+3.94%
3M
REM
-1.89%
Winner
VNQ
+5.34%
6M
REM
-4.30%
Winner
VNQ
+11.20%
1Y
REM
+10.24%
Winner
VNQ
+14.48%
5Y(CAGR)
REM
-1.34%
Winner
VNQ
+2.64%
10Y(CAGR)
REM
+2.57%
Winner
VNQ
+4.97%
Max(CAGR)
REM
-1.15%
Winner
VNQ
+7.75%
REM vs VNQ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | REM | VNQ |
|---|---|---|
| 2026 | +0.00% | +14.64% |
| 2025 | +12.79% | +4.19% |
| 2024 | -0.45% | +3.91% |
| 2023 | +12.51% | +11.68% |
| 2022 | -28.84% | -25.66% |
| 2021 | +19.82% | +45.24% |
| 2020 | -20.73% | -3.55% |
| 2019 | +20.48% | +31.73% |
| 2018 | -2.01% | -5.67% |
| 2017 | +16.54% | +4.57% |
| 2016 | +21.07% | +9.93% |
| 2015 | -10.85% | +0.90% |
| 2014 | +15.97% | +30.34% |
| 2013 | -5.63% | +1.05% |
| 2012 | +20.36% | +16.64% |
| 2011 | -9.86% | +6.63% |
| 2010 | +15.98% | +28.91% |
| 2009 | +13.09% | +34.35% |
| 2008 | -42.43% | -36.80% |
| 2007 | -36.35% | -16.63% |
| 2006 | N/A | +32.63% |
| 2005 | N/A | +13.26% |
| 2004 | N/A | +15.98% |
REM vs VNQ 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 VNQ was -73.07%, occurring on Mar 6, 2009. Recovery took 1412 trading sessions.
The current REM drawdown is -21.05%. The current VNQ drawdown is -0.55%.
| Rank | REM | VNQ |
|---|---|---|
| #1 | -74.76% Jun 4, 2007 - Nov 20, 2008 | -73.07% Feb 7, 2007 - Sep 13, 2012 |
| #2 | -3.84% May 9, 2007 - May 31, 2007 | -42.42% Feb 21, 2020 - Apr 15, 2021 |
| #3 | -0.38% May 4, 2007 - May 9, 2007 | -34.50% Dec 31, 2021 - Jun 12, 2026 |
| #4 | N/A | -17.97% May 21, 2013 - Jun 5, 2014 |
| #5 | N/A | -17.24% Jan 27, 2015 - May 4, 2016 |
| #6 | N/A | -16.23% Aug 1, 2016 - Jan 31, 2019 |
| #7 | N/A | -11.10% Aug 2, 2005 - Jan 4, 2006 |
| #8 | N/A | -9.62% Mar 17, 2006 - Jul 19, 2006 |
| #9 | N/A | -9.02% Sep 14, 2012 - Jan 15, 2013 |
| #10 | N/A | -8.92% Dec 22, 2004 - May 18, 2005 |
| #11 | N/A | -7.67% Sep 3, 2021 - Oct 28, 2021 |
| #12 | N/A | -7.58% Sep 5, 2014 - Oct 27, 2014 |
| #13 | N/A | -5.94% May 9, 2016 - Jun 28, 2016 |
| #14 | N/A | -5.50% Nov 24, 2021 - Dec 7, 2021 |
| #15 | N/A | -5.36% Oct 21, 2019 - Jan 16, 2020 |
Correlation
Correlation between REM and VNQ is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2004 - 2026)
REM vs VNQ dividend yield comparison.
| Year | REM | VNQ |
|---|---|---|
| 2026 | 3.02% | 1.81% |
| 2025 | 8.70% | 3.92% |
| 2024 | 9.61% | 3.85% |
| 2023 | 9.46% | 3.95% |
| 2022 | 11.13% | 3.91% |
| 2021 | 7.29% | 2.56% |
| 2020 | 7.72% | 3.93% |
| 2019 | 8.16% | 3.39% |
| 2018 | 9.99% | 4.74% |
| 2017 | 9.97% | 4.23% |
| 2016 | 10.03% | 4.82% |
| 2015 | 11.99% | 3.92% |
| 2014 | 14.53% | 3.60% |
| 2013 | 16.12% | 4.32% |
| 2012 | 12.60% | 3.56% |
| 2011 | 12.20% | 3.53% |
| 2010 | 9.10% | 3.42% |
| 2009 | 8.14% | 4.39% |
| 2008 | 22.08% | 8.23% |
| 2007 | 8.95% | 5.06% |
| 2006 | 0.00% | 4.23% |
| 2005 | 0.00% | 5.98% |
| 2004 | 0.00% | 2.25% |
Select Stocks to Compare
Popular: REM vs SPYVNQ vs SPY
More Comparisons
Compare with similar stocks