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MORTvsKBWBETF Comparison
VanEck Mortgage REIT Income ETF (MORT) and Invesco KBW Bank ETF (KBWB) 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 KBWB. MORT is down -0.26% year-to-date (YTD) with +$27M in YTD flows. KBWB performs worse with -7.04% YTD performance, and -$358M in YTD flows. Run a side-by-side ETF comparison of MORT and KBWB 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 KBWB performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MORT KBWB | -2.68%-11.12% | +0.82%-7.74% | -0.26%-7.04% | +5.77%+32.87% | +36.42%+104.03% | -2.80%+42.97% |
| Flows | MORT KBWB | +$35M-$430M | +$57M-$463M | +$27M-$358M | +$112M+$853M | +$258M+$2.29B | +$248M+$2.75B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MORT KBWB | +16.46%+23.61% | +20.17%+26.07% | +21.42%+25.06% | +23.61%+26.61% |
| Max drawdown | MORT KBWB | -8.53%-13.64% | -17.73%-17.61% | -21.81%-25.42% | -42.84%-49.65% |
| Max drawdown duration | MORT KBWB | 51d30d | 155d45d | 147d141d | 1736d1043d |
MORT | KBWB | |
Last sale 3/11/2026 at 1:30 PM | $10.50 | $78.34 |
| Previous close 03/11/2026 | $10.54 | $78.88 |
| 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 | KBWB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
MORT | KBWB | |
|---|---|---|
| Last price | $10.50 | $78.34 |
| 1D performance | -0.38% | -0.68% |
| AuM | $401.35 M | $5.19 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 KBWB ETFs performed in 2026?
As of March 11, 2026, MORT is down -0.26% year-to-date (YTD), while KBWB has lost -7.04%. That puts MORT better performer ahead so far this year.
Which ETF is attracting more investor money: MORT or KBWB?
Year-to-date, the MORT ETF saw +$27M in flows, compared to -$358M for KBWB.
Which ETF is more volatile: MORT or KBWB?
Over the past year, MORT had a volatility of 20.17%, while KBWB experienced 26.07%.
Which ETF is bigger: MORT or KBWB?
As of March 11, 2026, MORT holds $401.35 M in assets under management (AUM), while KBWB manages $5.19 B.
What sectors do the MORT and KBWB ETFs invest in?
MORT leans toward sectors like Financials. Meanwhile, KBWB focuses on Financials.
What are the top holdings of the MORT ETF and KBWB ETF?
MORT top holdings include US0357108390, AGNC INVESTMENT CORP and NEW RESIDENTIAL INVT CORP. KBWB holds in its top three: THE GOLDMAN SACHS GROUP, MORGAN STANLEY and WELLS FARGO.
Which ETF is more diversified: MORT or KBWB?
MORT holds 25 securities with 85.14% of its assets in the top 15. KBWB has 24 securities and a top 15 weight of 78.9%.
Financials Gain Momentum
Regional Bank Stocks Bounce Back After a Tough Start to the Year
Regional Bank Stocks Rally as Fed Signals Rate Cuts for 2024 Amid Slowing Inflation
Real Estate ETFs Buoyed by Powell's Speech
Financials and Real Estate ETFs Witness Strong Rebound
Financials and Real Estate ETFs Witness Strong Rebound
Mortgage Funds Take a Nosedive
Regional Bank Stocks Rebound
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