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MORTvsIYFETF Comparison
VanEck Mortgage REIT Income ETF (MORT) and iShares U.S. Financials ETF (IYF) belong to the same industry segment: US Financials. Both ETFs have the same top 3 sector exposures: and Financials. MORT is more expensive with a Total Expense Ratio (TER) of 0.42%, versus 0.38% for IYF. MORT is down -0.26% year-to-date (YTD) with +$27M in YTD flows. IYF performs worse with -8.38% YTD performance, and -$272M in YTD flows. Run a side-by-side ETF comparison of MORT and IYF below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
MORT vs IYF performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MORT IYF | -2.68%-6.05% | +0.82%-8.48% | -0.26%-8.38% | +5.77%+10.87% | +36.42%+77.81% | -2.80%+69.15% |
| Flows | MORT IYF | +$35M-$351M | +$57M-$226M | +$27M-$272M | +$112M-$375M | +$258M+$445M | +$248M+$661M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MORT IYF | +16.46%+16.69% | +20.17%+19.67% | +21.42%+17.32% | +23.61%+19.00% |
| Max drawdown | MORT IYF | -8.53%-11.18% | -17.73%-13.63% | -21.81%-16.50% | -42.84%-25.09% |
| Max drawdown duration | MORT IYF | 51d64d | 155d45d | 147d125d | 1736d747d |
MORT | IYF | |
Last sale 3/11/2026 at 1:30 PM | $10.50 | $118.05 |
| Previous close 03/11/2026 | $10.54 | $119.00 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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MORT | IYF | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
MORT | IYF | |
|---|---|---|
| Last price | $10.50 | $118.05 |
| 1D performance | -0.38% | -0.80% |
| AuM | $401.35 M | $3.55 B |
| E/R | 0.42% | 0.38% |
MORT | IYF | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | VanEck | iShares |
| Benchmark | MVIS US Mortgage REITs Index | Russell 1000 Financials 40 Act 15/22.5 Daily Capped Index |
| N° of holdings | 20 | 134 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 16, 2011 | May 22, 2000 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the MORT and IYF ETFs performed in 2026?
As of March 11, 2026, MORT is down -0.26% year-to-date (YTD), while IYF has lost -8.38%. That puts MORT better performer ahead so far this year.
Which ETF is attracting more investor money: MORT or IYF?
Year-to-date, the MORT ETF saw +$27M in flows, compared to -$272M for IYF.
Which ETF is more volatile: MORT or IYF?
Over the past year, MORT had a volatility of 20.17%, while IYF experienced 19.67%.
Which ETF is bigger: MORT or IYF?
As of March 11, 2026, MORT holds $401.35 M in assets under management (AUM), while IYF manages $3.55 B.
What sectors do the MORT and IYF ETFs invest in?
MORT leans toward sectors like Financials. Meanwhile, IYF focuses on Financials.
What are the top holdings of the MORT ETF and IYF ETF?
MORT top holdings include US0357108390, AGNC INVESTMENT CORP and NEW RESIDENTIAL INVT CORP. IYF holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and BK OF AMERICA CO.
Which ETF is more diversified: MORT or IYF?
MORT holds 25 securities with 85.14% of its assets in the top 15. IYF has 142 securities and a top 15 weight of 57.27%.
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