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MORTvsIYGETF Comparison

ETF 1

MORT

VanEck Mortgage REIT Income ETF

This fund is part of

US Financials

+0.15%

Full MORT fund page

VS

ETF 2

IYG

iShares U.S. Financial Services ETF

This fund is part of

US Financials

+0.15%

Full IYG fund page

VanEck Mortgage REIT Income ETF (MORT) and iShares U.S. Financial Services ETF (IYG) 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 IYG. MORT is up 4.52% year-to-date (YTD) with +$30M in YTD flows. IYG performs worse with -4.96% YTD performance, and +$46M in YTD flows. Run a side-by-side ETF comparison of MORT and IYG 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 IYG performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	MORT IYG	+10.12%+9.08%	-2.69%-2.33%	+4.52%-4.96%	+17.66%+14.87%	+37.24%+79.79%	-3.08%+56.21%
Flows	MORT IYG	+$2M+$13M	+$40M+$41M	+$30M+$46M	+$117M+$170M	+$235M+$59M	+$239M+$17M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	MORT IYG	+21.38%+19.52%	+17.20%+16.00%	+21.28%+17.99%	+23.78%+20.56%
Max drawdown	MORT IYG	-13.47%-12.59%	-14.34%-15.91%	-21.81%-18.59%	-42.84%-29.58%
Max drawdown duration	MORT IYG	89d78d	99d111d	147d127d	1784d797d

Trading data

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	MORT	IYG
Last sale 4/29/2026 at 1:30 PM	$10.44	$87.58
Previous close 04/28/2026	$10.61	$87.49
Consolidated volume 04/28/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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	MORT	IYG
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/29/2026 at 1:30 PM

Live

Closed

	MORT	IYG
Last price	$10.44	$87.58
1D performance	-1.60%	+0.10%
AuM	$408.47 M	$2.00 B
E/R	0.42%	0.38%

Characteristics

	MORT	IYG
Management strategy	Passive	Passive
Provider	VanEck	iShares
Benchmark	MVIS US Mortgage REITs Index	Dow Jones U.S. Financial Services Index
N° of holdings	20	95
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	August 16, 2011	June 12, 2000
ESG	No	No

More MORT data on Trackinsight

More IYG data on Trackinsight

Exposure

Countries

MORT

USA

100%

Other

0%

IYG

USA

99.47%

Other

0.53%

Sectors

MORT

Financials

66.75%

Other

33.25%

IYG

Financials

82.74%

Information Techn.

14.43%

Other

2.83%

Diversification

MORT

Total weight of top 15 holdings out of 15

85.3%

IYG

Total weight of top 15 holdings out of 15

72.78%

Top 15 holdings

Data as of March 31, 2026

MORT

US0357108390

17.26%

AGNC INVESTMENT CORP

13.26%

STARWOOD PROPERTY REIT

7.46%

NEW RESIDENTIAL INVT CORP

6.57%

DYNEX CAPITAL REIT

4.84%

BLACKSTONE MORTGAGE TRUST INC

4.81%

US0423157058

4.29%

US68571X3017

4.23%

ELLINGTON FINANCIAL INC

4.05%

ARBOR REALTY REIT

3.73%

APOLLO COMMERCIAL REAL EST FIN REIT

3.31%

LADDER CAPITAL

3.04%

US90187B8046

2.98%

US16934Q8024

2.74%

MFA MORTGAGE REIT

2.72%

IYG

BERKSHIRE HATHWAY

13.86%

JPMORGAN CHASE

12.51%

VISA INCORPORATION

8.01%

MASTERCARD

6.42%

BK OF AMERICA CO

5.10%

THE GOLDMAN SACHS GROUP

4.00%

WELLS FARGO

3.88%

MORGAN STANLEY

3.12%

CITIGROUP

3.12%

AMERICAN EXPRESS

2.56%

CHARLES SCHWAB

2.48%

US09290D1019

2.19%

S&P GLOBAL INC

2.05%

CAPITAL ONE FINANCIAL

1.80%

CME GROUP

1.68%

Frequently asked questions about MORT and IYG

How have the MORT and IYG ETFs performed in 2026?

As of April 28, 2026, MORT is up 4.52% year-to-date (YTD), while IYG has lost -4.96%. That puts MORT better performer ahead so far this year.

Which ETF is attracting more investor money: MORT or IYG?

Year-to-date, the MORT ETF saw +$30M in flows, compared to +$46M for IYG.

Which ETF is more volatile: MORT or IYG?

Over the past year, MORT had a volatility of 17.2%, while IYG experienced 16%.

Which ETF is bigger: MORT or IYG?

As of April 28, 2026, MORT holds $408.47 M in assets under management (AUM), while IYG manages $2.00 B.

What sectors do the MORT and IYG ETFs invest in?

MORT leans toward sectors like Financials. Meanwhile, IYG focuses on Financials and Information Technology.

What are the top holdings of the MORT ETF and IYG ETF?

MORT top holdings include US0357108390, AGNC INVESTMENT CORP and STARWOOD PROPERTY REIT. IYG holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and VISA INCORPORATION.

MORTvsIYGETF Comparison

VanEck Mortgage REIT Income ETF

iShares U.S. Financial Services ETF

MORT vs IYG performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the MORT and IYG ETFs performed in 2026?

As of April 28, 2026, MORT is up 4.52% year-to-date (YTD), while IYG has lost -4.96%. That puts MORT better performer ahead so far this year.

Which ETF is attracting more investor money: MORT or IYG?

Year-to-date, the MORT ETF saw +$30M in flows, compared to +$46M for IYG.

Which ETF is more volatile: MORT or IYG?

Over the past year, MORT had a volatility of 17.2%, while IYG experienced 16%.

Which ETF is bigger: MORT or IYG?

As of April 28, 2026, MORT holds $408.47 M in assets under management (AUM), while IYG manages $2.00 B.

What sectors do the MORT and IYG ETFs invest in?

MORT leans toward sectors like Financials. Meanwhile, IYG focuses on Financials and Information Technology.

What are the top holdings of the MORT ETF and IYG ETF?

MORT top holdings include US0357108390, AGNC INVESTMENT CORP and STARWOOD PROPERTY REIT. IYG holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and VISA INCORPORATION.

Which ETF is more diversified: MORT or IYG?

MORT holds 25 securities with 85.3% of its assets in the top 15. IYG has 100 securities and a top 15 weight of 72.78%.

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