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 +2.7% compared to -2.3%
REM vs VNQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REM
$580M
Winner
VNQ
$70B
Expense Ratio
REM
0.48%
Winner
VNQ
0.13%
Max Drawdown
REM
92.91%
Winner
VNQ
75.76%
Sharpe Ratio
REM
0.55
Winner
VNQ
0.68
5Y Beta
REM
0.69
Winner
VNQ
0.52
P/E Ratio
Winner
REM
14.31
VNQ
35.33
Forward P/E
Winner
REM
7.41
VNQ
33.17
PEG Ratio
REM
0.07
VNQ
N/A
5Y Dividends CAGR
REM
-3.20%
Winner
VNQ
10.46%
5Y EPS CAGR
REM
-22.10%
Winner
VNQ
9.84%
Debt to Equity
REM
57.88%
Winner
VNQ
44.92%
P/S Ratio
Winner
REM
4.51
VNQ
5.19
P/B Ratio
Winner
REM
0.86
VNQ
2.70
REM vs VNQ - Holdings Comparison
REM and VNQ have 1 common holdings. Overlap is 0.00%
REM's top 25 holdings weight is 96.96%. VNQ's top 25 holdings weight is 73.82%.
| Rank | REM | VNQ |
|---|---|---|
| #1 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 22.35% | VANGUARD REAL ESTATE II INDEX (VRTPX) - 14.58% |
| #2 | AGNC INVESTMENT CORP (AGNC) - 14.67% | WELLTOWER INC (WELL) - 7.80% |
| #3 | STARWOOD PROPERTY TRUST INC (STWD) - 7.77% | PROLOGIS INC (PLD) - 6.97% |
| #4 | RITHM CAPITAL CORP (RITM) - 4.48% | EQUINIX INC (EQIX) - 5.62% |
| #5 | DYNEX CAPITAL INC (DX) - 4.42% | AMERICAN TOWER CORP (AMT) - 4.52% |
| #6 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 4.37% | DIGITAL REALTY TRUST INC (DLR) - 3.65% |
| #7 | ARMOUR RESIDENTIAL REIT INC (ARR) - 4.10% | SIMON PROPERTY GROUP INC (SPG) - 3.52% |
| #8 | ELLINGTON FINANCIAL INC (EFC) - 3.61% | REALTY INCOME CORP (O) - 3.10% |
| #9 | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 3.35% | PUBLIC STORAGE (PSA) - 2.52% |
| #10 | TWO HARBORS INVESTMENT CORP (TWO) - 2.86% | CBRE GROUP INC CLASS A (CBRE) - 2.25% |
| #11 | ORCHID ISLAND CAPITAL INC (ORC) - 2.75% | VENTAS INC (VTR) - 2.18% |
| #12 | LADDER CAPITAL CORP CLASS A (LADR) - 2.54% | CROWN CASTLE INC (CCI) - 2.04% |
| #13 | CHIMERA INVESTMENT CORP (CIM) - 2.38% | IRON MOUNTAIN INC (IRM) - 1.97% |
| #14 | ARBOR REALTY TRUST INC (ABR) - 2.37% | EXTRA SPACE STORAGE INC (EXR) - 1.61% |
| #15 | MFA FINANCIAL INC (MFA) - 2.14% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.57% |
| #16 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.01% | AVALONBAY COMMUNITIES INC (AVB) - 1.37% |
| #17 | ADAMAS TRUST INC (ADAM) - 1.66% | EQUITY RESIDENTIAL (EQR) - 1.25% |
| #18 | BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.60% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.25% |
| #19 | FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.52% | WEYERHAEUSER CO (WY) - 0.93% |
| #20 | REDWOOD TRUST INC (RWT) - 1.47% | ESSEX PROPERTY TRUST INC (ESS) - 0.90% |
| #21 | INVESCO MORTGAGE CAPITAL INC (IVR) - 1.33% | INVITATION HOMES INC (INVH) - 0.89% |
| #22 | TPG RE FINANCE TRUST INC (TRTX) - 1.30% | KIMCO REALTY CORP (KIM) - 0.85% |
| #23 | KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.78% | SUN COMMUNITIES INC (SUI) - 0.84% |
| #24 | READY CAPITAL CORP (RC) - 0.58% | W.P. CAREY INC (WPC) - 0.84% |
| #25 | ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.55% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.80% |
| Total Holdings | 36 | 159 |
REM vs VNQ - Historical Returns
Returns include dividend reinvestment.
1M
REM
-4.83%
Winner
VNQ
+1.08%
3M
REM
-3.01%
Winner
VNQ
+3.44%
6M
REM
-1.43%
Winner
VNQ
+9.83%
1Y
REM
+11.79%
Winner
VNQ
+12.53%
5Y(CAGR)
REM
-2.26%
Winner
VNQ
+2.68%
10Y(CAGR)
REM
+2.61%
Winner
VNQ
+5.54%
Max(CAGR)
REM
-1.32%
Winner
VNQ
+7.62%
REM vs VNQ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | REM | VNQ |
|---|---|---|
| 2026 | -3.20% | +10.52% |
| 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 -23.58%. The current VNQ drawdown is -1.34%.
| 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 - Oct 25, 2023 |
| #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 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2004 - 2026)
REM vs VNQ dividend yield comparison.
| Year | REM | VNQ |
|---|---|---|
| 2026 | 0.75% | 0.98% |
| 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% |
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