REM vs VSLU
Comparison between iShares Mortgage Real Estate ETF (REM, ETF) and APPLIED FINANCE VALUATION LARGE CAP ETF (VSLU, ETF).
5-Year PerformanceVSLU has outperformed REM, delivering a return of +13.2% compared to -1.3%
REM vs VSLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
REM
$548M
VSLU
$546M
Expense Ratio
Winner
REM
0.48%
VSLU
0.49%
Max Drawdown
REM
92.91%
Winner
VSLU
23.86%
Sharpe Ratio
REM
0.45
Winner
VSLU
1.20
5Y Beta
Winner
REM
0.69
VSLU
0.89
P/E Ratio
Winner
REM
14.52
VSLU
25.32
Forward P/E
Winner
REM
7.66
VSLU
19.78
PEG Ratio
Winner
REM
0.08
VSLU
0.49
5Y Dividends CAGR
REM
-2.47%
VSLU
N/A
5Y EPS CAGR
REM
-22.63%
Winner
VSLU
26.46%
Debt to Equity
REM
53.93%
Winner
VSLU
23.77%
P/S Ratio
REM
4.62
Winner
VSLU
2.96
P/B Ratio
Winner
REM
0.87
VSLU
6.47
REM vs VSLU - Holdings Comparison
REM and VSLU have 2 common holdings. Overlap is 0.01%
REM's top 25 holdings weight is 96.80%. VSLU's top 25 holdings weight is 61.74%.
| Rank | REM | VSLU |
|---|---|---|
| #1 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 23.41% | APPLE INC (AAPL) - 9.29% |
| #2 | AGNC INVESTMENT CORP (AGNC) - 15.70% | NVIDIA CORP (NVDA) - 8.62% |
| #3 | STARWOOD PROPERTY TRUST INC (STWD) - 7.12% | ALPHABET INC CLASS A (GOOGL) - 8.43% |
| #4 | DYNEX CAPITAL INC (DX) - 4.44% | MICROSOFT CORP (MSFT) - 5.62% |
| #5 | RITHM CAPITAL CORP (RITM) - 4.36% | META PLATFORMS INC CLASS A (META) - 3.37% |
| #6 | ARMOUR RESIDENTIAL REIT INC (ARR) - 4.26% | AMAZON.COM INC (AMZN) - 3.31% |
| #7 | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 4.02% | MASTERCARD INC CLASS A (MA) - 2.84% |
| #8 | ELLINGTON FINANCIAL INC (EFC) - 3.52% | VISA INC CLASS A (V) - 2.83% |
| #9 | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 2.98% | BROADCOM INC (AVGO) - 2.81% |
| #10 | ORCHID ISLAND CAPITAL INC (ORC) - 2.91% | JOHNSON & JOHNSON (JNJ) - 2.13% |
| #11 | TWO HARBORS INVESTMENT CORP (TWO) - 2.68% | MERCK & CO INC (MRK) - 1.52% |
| #12 | LADDER CAPITAL CORP CLASS A (LADR) - 2.34% | ABBVIE INC (ABBV) - 1.46% |
| #13 | CHIMERA INVESTMENT CORP (CIM) - 2.28% | EXXON MOBIL CORP (XOM) - 1.25% |
| #14 | MFA FINANCIAL INC (MFA) - 2.01% | APPLIED MATERIALS INC (AMAT) - 0.89% |
| #15 | ARBOR REALTY TRUST INC (ABR) - 1.97% | AMGEN INC (AMGN) - 0.85% |
| #16 | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 1.86% | CATERPILLAR INC (CAT) - 0.76% |
| #17 | ADAMAS TRUST INC (ADAM) - 1.62% | GILEAD SCIENCES INC (GILD) - 0.74% |
| #18 | INVESCO MORTGAGE CAPITAL INC (IVR) - 1.53% | MCKESSON CORP (MCK) - 0.70% |
| #19 | BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.37% | COCA-COLA CO (KO) - 0.67% |
| #20 | REDWOOD TRUST INC (RWT) - 1.33% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.66% |
| #21 | FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.30% | LAM RESEARCH CORP (LRCX) - 0.63% |
| #22 | TPG RE FINANCE TRUST INC (TRTX) - 1.26% | KLA CORP (KLAC) - 0.63% |
| #23 | USD CASH (n/a) - 1.20% | UNITEDHEALTH GROUP INC (UNH) - 0.59% |
| #24 | KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.84% | THE HOME DEPOT INC (HD) - 0.58% |
| #25 | READY CAPITAL CORP (RC) - 0.49% | PROCTER & GAMBLE CO (PG) - 0.56% |
| Total Holdings | 34 | 590 |
REM vs VSLU - Historical Returns
Returns include dividend reinvestment.
1M
REM
+2.87%
Winner
VSLU
+3.32%
3M
REM
-1.89%
Winner
VSLU
+5.08%
6M
REM
-4.30%
Winner
VSLU
+8.03%
1Y
REM
+10.24%
Winner
VSLU
+18.63%
5Y(CAGR)
REM
-1.34%
Winner
VSLU
+13.23%
10Y(CAGR)
REM
+2.57%
VSLU
N/A
Max(CAGR)
REM
-1.15%
Winner
VSLU
+13.61%
REM vs VSLU - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | REM | VSLU |
|---|---|---|
| 2026 | +0.00% | +7.74% |
| 2025 | +12.79% | +21.62% |
| 2024 | -0.45% | +24.63% |
| 2023 | +12.51% | +26.90% |
| 2022 | -28.84% | -16.22% |
| 2021 | +19.82% | +14.04% |
| 2020 | -20.73% | N/A |
| 2019 | +20.48% | N/A |
| 2018 | -2.01% | N/A |
| 2017 | +16.54% | N/A |
| 2016 | +21.07% | N/A |
| 2015 | -10.85% | N/A |
| 2014 | +15.97% | N/A |
| 2013 | -5.63% | N/A |
| 2012 | +20.36% | N/A |
| 2011 | -9.86% | N/A |
| 2010 | +15.98% | N/A |
| 2009 | +13.09% | N/A |
| 2008 | -42.43% | N/A |
| 2007 | -36.35% | N/A |
REM vs VSLU 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 VSLU was -23.86%, occurring on Sep 30, 2022. Recovery took 396 trading sessions.
The current REM drawdown is -21.05%. The current VSLU drawdown is -0.97%.
| Rank | REM | VSLU |
|---|---|---|
| #1 | -74.76% Jun 4, 2007 - Nov 20, 2008 | -23.86% Dec 29, 2021 - Jul 28, 2023 |
| #2 | -3.84% May 9, 2007 - May 31, 2007 | -17.89% Feb 18, 2025 - Jun 10, 2025 |
| #3 | -0.38% May 4, 2007 - May 9, 2007 | -9.18% Aug 1, 2023 - Nov 20, 2023 |
| #4 | N/A | -9.16% Feb 25, 2026 - Apr 15, 2026 |
| #5 | N/A | -7.15% Jul 16, 2024 - Aug 21, 2024 |
| #6 | N/A | -6.09% Aug 30, 2021 - Nov 3, 2021 |
| #7 | N/A | -5.39% Apr 1, 2024 - May 15, 2024 |
| #8 | N/A | -4.72% Nov 5, 2025 - Dec 11, 2025 |
| #9 | N/A | -4.12% Jun 1, 2026 - Jul 15, 2026 |
| #10 | N/A | -4.08% Nov 16, 2021 - Dec 8, 2021 |
| #11 | N/A | -4.07% Aug 30, 2024 - Sep 19, 2024 |
| #12 | N/A | -3.94% May 7, 2021 - Jun 10, 2021 |
| #13 | N/A | -3.71% Dec 16, 2024 - Jan 23, 2025 |
| #14 | N/A | -3.29% Dec 24, 2025 - Feb 25, 2026 |
| #15 | N/A | -2.69% Oct 14, 2024 - Nov 6, 2024 |
Correlation
Correlation between REM and VSLU is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.
0.27
-101
Dividend Comparison (2007 - 2026)
REM vs VSLU dividend yield comparison.
| Year | REM | VSLU |
|---|---|---|
| 2026 | 3.02% | 0.00% |
| 2025 | 8.70% | 0.46% |
| 2024 | 9.61% | 0.60% |
| 2023 | 9.46% | 0.60% |
| 2022 | 11.13% | 0.99% |
| 2021 | 7.29% | 0.57% |
| 2020 | 7.72% | 0.00% |
| 2019 | 8.16% | 0.00% |
| 2018 | 9.99% | 0.00% |
| 2017 | 9.97% | 0.00% |
| 2016 | 10.03% | 0.00% |
| 2015 | 11.99% | 0.00% |
| 2014 | 14.53% | 0.00% |
| 2013 | 16.12% | 0.00% |
| 2012 | 12.60% | 0.00% |
| 2011 | 12.20% | 0.00% |
| 2010 | 9.10% | 0.00% |
| 2009 | 8.14% | 0.00% |
| 2008 | 22.08% | 0.00% |
| 2007 | 8.95% | 0.00% |
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