MORTvsBIZDETF Comparison
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VanEck Mortgage REIT Income ETF (MORT) and VanEck BDC Income ETF (BIZD) belong to the same industry segment: US Financials. MORT's top 3 sector exposures are and Financials. MORT is less expensive with a Total Expense Ratio (TER) of 0.43%, versus 9.69% for BIZD. MORT is down -0.62% year-to-date (YTD) with +$33M in YTD flows. BIZD performs worse with -9.34% YTD performance, and +$148M in YTD flows. Run a side-by-side ETF comparison of MORT and BIZD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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MORT vs BIZD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/18/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MORT BIZD | +0.69%-1.07% | +2.71%-0.34% | -0.62%-9.34% | +10.56%-13.32% | +23.10%+14.87% | -8.37%+24.73% |
| Flows | MORT BIZD | -$3M+$25M | +$2M+$194M | +$33M+$148M | +$107M+$395M | +$232M+$1.31B | +$204M+$1.55B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MORT BIZD | +20.36%+21.36% | +16.93%+18.34% | +20.80%+16.43% | +23.74%+17.46% |
| Max drawdown | MORT BIZD | -7.19%-7.69% | -14.34%-22.21% | -21.81%-22.66% | -42.63%-22.98% |
| Max drawdown duration | MORT BIZD | 46d44d | 150d336d | 147d484d | 1684d453d |
Trading data
MORT | BIZD | |
Last sale 6/18/2026 at 1:30 PM | $10.08 | $12.36 |
| Previous close 06/18/2026 | $10.03 | $12.34 |
| Consolidated volume 06/18/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 2026
1-year trailing difference
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MORT | BIZD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 6/18/2026 at 1:30 PM
Live
Closed
MORT | BIZD | |
|---|---|---|
| Last price | $10.08 | $12.36 |
| 1D performance | +0.50% | +0.16% |
| AuM | $390.88 M | $1.55 B |
| E/R | 0.43% | 9.69% |
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Exposure
Countries
MORT
USA
100%
Other
0%
BIZD
Data will be available soon
Sectors
MORT
Financials
66.89%
Other
33.11%
BIZD
Data will be available soon
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Diversification
MORT
Total weight of top 15 holdings out of 15
85.45%
BIZD
Data will be available soon
Top 15 holdings
Data as of April 30, 2026
MORT
US0357108390
17.28%
AGNC INVESTMENT CORP
13.95%
STARWOOD PROPERTY REIT
7.31%
NEW RESIDENTIAL INVT CORP
6.52%
DYNEX CAPITAL REIT
4.95%
BLACKSTONE MORTGAGE TRUST INC
4.50%
US0423157058
4.32%
ELLINGTON FINANCIAL INC
4.29%
US68571X3017
4.06%
ARBOR REALTY REIT
3.73%
APOLLO COMMERCIAL REAL EST FIN REIT
3.19%
LADDER CAPITAL
2.98%
US90187B8046
2.90%
US16934Q8024
2.77%
MFA MORTGAGE REIT
2.71%
BIZD
Data will be available soon
Frequently asked questions about MORT and BIZD
How have the MORT and BIZD ETFs performed in 2026?
As of June 18, 2026, MORT is down -0.62% year-to-date (YTD), while BIZD has lost -9.34%. That puts MORT better performer ahead so far this year.
Which ETF is attracting more investor money: MORT or BIZD?
Year-to-date, the MORT ETF saw +$33M in flows, compared to +$148M for BIZD.
Which ETF is more volatile: MORT or BIZD?
Over the past year, MORT had a volatility of 16.93%, while BIZD experienced 18.34%.
Which ETF is bigger: MORT or BIZD?
As of June 18, 2026, MORT holds $390.88 M in assets under management (AUM), while BIZD manages $1.55 B.
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Latest news about MORT & BIZD
Business Development Company (BDC) ETFs Slide as Private Credit Risks Weigh on Investor Sentiment
October 31, 2025
BIZD
4 Ways to Generate Income with ETFs
October 17, 2025
BIZD
There's an ETF for That? Private Credit
September 18, 2024
BIZD
3 Famous Investment Portfolios (And How to Make Them with ETFs)
February 8, 2024
BIZD
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Real Estate ETFs Buoyed by Powell's Speech
November 7, 2023
MORT
Real Estate ETFs Buoyed by Powell's Speech
November 7, 2023
MORT
Financials and Real Estate ETFs Witness Strong Rebound
November 7, 2023
MORT
Mortgage Funds Take a Nosedive
October 10, 2023
MORT
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