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MORTvsKBEETF Comparison
VanEck Mortgage REIT Income ETF (MORT) and SPDR S&P Bank ETF (KBE) 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 0.35% for KBE. MORT is down -0.26% year-to-date (YTD) with +$27M in YTD flows. KBE performs worse with -3.37% YTD performance, and +$9M in YTD flows. Run a side-by-side ETF comparison of MORT and KBE 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 KBE performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MORT KBE | -2.68%-10.82% | +0.82%-5.90% | -0.26%-3.37% | +5.77%+17.41% | +36.42%+74.43% | -2.80%+24.36% |
| Flows | MORT KBE | +$35M-$132M | +$57M-$59M | +$27M+$9M | +$112M-$1.10B | +$258M-$503M | +$248M-$2.25B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MORT KBE | +16.46%+23.01% | +20.17%+26.38% | +21.42%+27.67% | +23.61%+27.73% |
| Max drawdown | MORT KBE | -8.53%-12.97% | -17.73%-15.65% | -21.81%-25.95% | -42.84%-45.30% |
| Max drawdown duration | MORT KBE | 51d31d | 155d46d | 147d282d | 1736d1002d |
MORT | KBE | |
Last sale 3/11/2026 at 1:30 PM | $10.50 | $58.66 |
| Previous close 03/11/2026 | $10.54 | $59.33 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
MORT | KBE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
MORT | KBE | |
|---|---|---|
| Last price | $10.50 | $58.66 |
| 1D performance | -0.38% | -1.13% |
| AuM | $401.35 M | $1.26 B |
| E/R | 0.42% | 0.35% |
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 KBE ETFs performed in 2026?
As of March 11, 2026, MORT is down -0.26% year-to-date (YTD), while KBE has lost -3.37%. That puts MORT better performer ahead so far this year.
Which ETF is attracting more investor money: MORT or KBE?
Year-to-date, the MORT ETF saw +$27M in flows, compared to +$9M for KBE.
Which ETF is more volatile: MORT or KBE?
Over the past year, MORT had a volatility of 20.17%, while KBE experienced 26.38%.
Which ETF is bigger: MORT or KBE?
As of March 11, 2026, MORT holds $401.35 M in assets under management (AUM), while KBE manages $1.26 B.
What sectors do the MORT and KBE ETFs invest in?
MORT leans toward sectors like Financials. Meanwhile, KBE focuses on Financials.
What are the top holdings of the MORT ETF and KBE ETF?
MORT top holdings include US0357108390, AGNC INVESTMENT CORP and NEW RESIDENTIAL INVT CORP. KBE holds in its top three: AXOS FINANCIAL INC, JACKSON FINANCIAL INC and GLACIER BANCORP.
Which ETF is more diversified: MORT or KBE?
MORT holds 25 securities with 85.14% of its assets in the top 15. KBE has 99 securities and a top 15 weight of 16.97%.
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