TOPT vs REM
Comparison between ISHARES TOP 20 U.S. STOCKS ETF (TOPT, ETF) and iShares Mortgage Real Estate ETF (REM, ETF).
TOPT vs REM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TOPT
$582M
REM
$580M
Expense Ratio
Winner
TOPT
0.20%
REM
0.48%
Max Drawdown
Winner
TOPT
21.30%
REM
92.91%
Sharpe Ratio
Winner
TOPT
1.50
REM
0.55
5Y Beta
TOPT
1.09
Winner
REM
0.69
P/E Ratio
TOPT
31.90
Winner
REM
14.31
Forward P/E
TOPT
24.71
Winner
REM
7.41
PEG Ratio
TOPT
0.54
Winner
REM
0.07
5Y Dividends CAGR
TOPT
N/A
REM
-3.20%
5Y EPS CAGR
Winner
TOPT
37.12%
REM
-22.10%
Debt to Equity
Winner
TOPT
38.70%
REM
57.88%
P/S Ratio
TOPT
6.80
Winner
REM
4.51
P/B Ratio
TOPT
8.50
Winner
REM
0.86
TOPT vs REM - Holdings Comparison
TOPT and REM have 1 common holdings. Overlap is 0.00%
TOPT's top 25 holdings weight is 99.97%. REM's top 25 holdings weight is 96.96%.
| Rank | TOPT | REM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 16.77% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 22.35% |
| #2 | APPLE INC (AAPL) - 14.53% | AGNC INVESTMENT CORP (AGNC) - 14.67% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 7.15% | STARWOOD PROPERTY TRUST INC (STWD) - 7.77% |
| #4 | MICROSOFT CORP (MSFT) - 5.73% | RITHM CAPITAL CORP (RITM) - 4.48% |
| #5 | ALPHABET INC CLASS C (GOOG) - 5.68% | DYNEX CAPITAL INC (DX) - 4.42% |
| #6 | AMAZON.COM INC (AMZN) - 5.01% | BLACKSTONE MORTGAGE TRUST INC CLASS A (BXMT) - 4.37% |
| #7 | BROADCOM INC (AVGO) - 4.85% | ARMOUR RESIDENTIAL REIT INC (ARR) - 4.10% |
| #8 | TESLA INC (TSLA) - 4.18% | ELLINGTON FINANCIAL INC (EFC) - 3.61% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.92% | APOLLO COMMERCIAL REAL ESTATE FINANCE INC (ARI) - 3.35% |
| #10 | META PLATFORMS INC CLASS A (META) - 3.73% | TWO HARBORS INVESTMENT CORP (TWO) - 2.86% |
| #11 | ELI LILLY AND CO (LLY) - 3.72% | ORCHID ISLAND CAPITAL INC (ORC) - 2.75% |
| #12 | MICRON TECHNOLOGY INC (MU) - 3.71% | LADDER CAPITAL CORP CLASS A (LADR) - 2.54% |
| #13 | JPMORGAN CHASE & CO (JPM) - 3.63% | CHIMERA INVESTMENT CORP (CIM) - 2.38% |
| #14 | EXXON MOBIL CORP (XOM) - 2.85% | ARBOR REALTY TRUST INC (ABR) - 2.37% |
| #15 | JOHNSON & JOHNSON (JNJ) - 2.48% | MFA FINANCIAL INC (MFA) - 2.14% |
| #16 | VISA INC CLASS A (V) - 2.43% | PENNYMAC MORTGAGE INVESTMENT TRUST (PMT) - 2.01% |
| #17 | WALMART INC (WMT) - 2.32% | ADAMAS TRUST INC (ADAM) - 1.66% |
| #18 | COSTCO WHOLESALE CORP (COST) - 2.00% | BRIGHTSPIRE CAPITAL INC CLASS A (BRSP) - 1.60% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.78% | FRANKLIN BSP REALTY TRUST INC ORDINARY SHARES (FBRT) - 1.52% |
| #20 | ABBVIE INC (ABBV) - 1.67% | REDWOOD TRUST INC (RWT) - 1.47% |
| #21 | NETFLIX INC (NFLX) - 1.64% | INVESCO MORTGAGE CAPITAL INC (IVR) - 1.33% |
| #22 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.16% | TPG RE FINANCE TRUST INC (TRTX) - 1.30% |
| #23 | USD CASH (n/a) - 0.03% | KKR REAL ESTATE FINANCE TRUST INC (KREF) - 0.78% |
| #24 | MICRO E-MINI NASDAQ 100 INDEX FUTURE JUNE 26 (n/a) - 0.00% | READY CAPITAL CORP (RC) - 0.58% |
| #25 | ETD USD BALANCE WITH R93533 (n/a) - 0.00% | ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 0.55% |
| Total Holdings | 25 | 36 |
TOPT vs REM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TOPT
+1.85%
REM
-4.83%
3M
Winner
TOPT
+9.89%
REM
-3.01%
6M
Winner
TOPT
+5.59%
REM
-1.43%
1Y
Winner
TOPT
+28.22%
REM
+11.79%
5Y(CAGR)
TOPT
N/A
REM
-2.26%
10Y(CAGR)
TOPT
N/A
REM
+2.61%
Max(CAGR)
Winner
TOPT
+19.98%
REM
-1.32%
TOPT vs REM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | TOPT | REM |
|---|---|---|
| 2026 | +6.60% | -3.20% |
| 2025 | +20.76% | +12.79% |
| 2024 | +5.03% | -0.45% |
| 2023 | N/A | +12.51% |
| 2022 | N/A | -28.84% |
| 2021 | N/A | +19.82% |
| 2020 | N/A | -20.73% |
| 2019 | N/A | +20.48% |
| 2018 | N/A | -2.01% |
| 2017 | N/A | +16.54% |
| 2016 | N/A | +21.07% |
| 2015 | N/A | -10.85% |
| 2014 | N/A | +15.97% |
| 2013 | N/A | -5.63% |
| 2012 | N/A | +20.36% |
| 2011 | N/A | -9.86% |
| 2010 | N/A | +15.98% |
| 2009 | N/A | +13.09% |
| 2008 | N/A | -42.43% |
| 2007 | N/A | -36.35% |
TOPT vs REM Drawdown Comparison
The maximum drawdown for TOPT was -21.21%, occurring on Apr 8, 2025. Recovery took 124 trading sessions.
The maximum drawdown for REM was -74.76%, occurring on Nov 20, 2008. This drawdown has not yet recovered.
The current TOPT drawdown is -3.81%. The current REM drawdown is -23.58%.
| Rank | TOPT | REM |
|---|---|---|
| #1 | -21.21% Dec 24, 2024 - Jun 26, 2025 | -74.76% Jun 4, 2007 - Nov 20, 2008 |
| #2 | -13.13% Oct 29, 2025 - Apr 27, 2026 | -3.84% May 9, 2007 - May 31, 2007 |
| #3 | -3.81% May 14, 2026 - Jun 5, 2026 | -0.38% May 4, 2007 - May 9, 2007 |
| #4 | -3.19% Oct 29, 2024 - Nov 6, 2024 | N/A |
| #5 | -3.16% Dec 16, 2024 - Dec 24, 2024 | N/A |
| #6 | -2.92% Oct 9, 2025 - Oct 24, 2025 | N/A |
| #7 | -2.80% Nov 8, 2024 - Dec 2, 2024 | N/A |
| #8 | -2.54% Aug 14, 2025 - Aug 28, 2025 | N/A |
| #9 | -1.97% Jul 28, 2025 - Aug 6, 2025 | N/A |
| #10 | -1.78% Aug 28, 2025 - Sep 4, 2025 | N/A |
| #11 | -1.51% Sep 22, 2025 - Oct 1, 2025 | N/A |
| #12 | -1.05% Jul 3, 2025 - Jul 10, 2025 | N/A |
| #13 | -0.88% Jun 30, 2025 - Jul 2, 2025 | N/A |
| #14 | -0.60% Dec 11, 2024 - Dec 13, 2024 | N/A |
| #15 | -0.55% Sep 4, 2025 - Sep 9, 2025 | N/A |
Correlation
Correlation between TOPT and REM is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2007 - 2026)
TOPT vs REM dividend yield comparison.
| Year | TOPT | REM |
|---|---|---|
| 2026 | 0.09% | 0.75% |
| 2025 | 0.38% | 8.70% |
| 2024 | 0.08% | 9.61% |
| 2023 | 0.00% | 9.46% |
| 2022 | 0.00% | 11.13% |
| 2021 | 0.00% | 7.29% |
| 2020 | 0.00% | 7.72% |
| 2019 | 0.00% | 8.16% |
| 2018 | 0.00% | 9.99% |
| 2017 | 0.00% | 9.97% |
| 2016 | 0.00% | 10.03% |
| 2015 | 0.00% | 11.99% |
| 2014 | 0.00% | 14.53% |
| 2013 | 0.00% | 16.12% |
| 2012 | 0.00% | 12.60% |
| 2011 | 0.00% | 12.20% |
| 2010 | 0.00% | 9.10% |
| 2009 | 0.00% | 8.14% |
| 2008 | 0.00% | 22.08% |
| 2007 | 0.00% | 8.95% |
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