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Upturn AI SWOT - About
VanEck Mortgage REIT Income ETF (MORT)
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Upturn Advisory Summary
07/16/2025: MORT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.07% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.63 | 52 Weeks Range 8.81 - 11.39 | Updated Date 06/30/2025 |
52 Weeks Range 8.81 - 11.39 | Updated Date 06/30/2025 |
Upturn AI SWOT
VanEck Mortgage REIT Income ETF
ETF Overview
Overview
The VanEck Mortgage REIT Income ETF (MORT) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS US Mortgage REITs Index. It focuses on providing exposure to U.S.-listed mortgage REITs, offering a high-income investment option.
Reputation and Reliability
VanEck is a well-established asset management firm with a long history of offering specialized ETFs. They are known for their expertise in niche sectors and thematic investing.
Management Expertise
VanEck has a dedicated team of investment professionals with experience in managing REITs and income-oriented strategies.
Investment Objective
Goal
To replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS US Mortgage REITs Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to track the MVIS US Mortgage REITs Index.
Composition The ETF holds a basket of U.S.-listed mortgage REITs, which are companies that invest in mortgage-backed securities and other real estate-related assets.
Market Position
Market Share: MORT's market share varies depending on the exact definition of the mortgage REIT ETF market, but it is a significant player.
Total Net Assets (AUM): 199900000
Competitors
Key Competitors
- iShares Mortgage Real Estate ETF (REM)
- Invesco KBW High Dividend Yield Financial ETF (KBWD)
- AGNC Investment Corp (AGNC)
Competitive Landscape
The mortgage REIT ETF market is relatively concentrated with a few major players. MORT competes with other ETFs that focus on mortgage REITs and high-yield financial stocks. MORT benefits from the VanEck brand and focus, but faces competition from larger ETFs with lower expense ratios.
Financial Performance
Historical Performance: Historical performance data for MORT can be gathered from financial data providers for various time periods (e.g., 1-year, 3-year, 5-year, 10-year).
Benchmark Comparison: MORT's performance should be compared to the MVIS US Mortgage REITs Index to assess its tracking accuracy.
Expense Ratio: 0.41
Liquidity
Average Trading Volume
MORT's average trading volume is moderate, which facilitates relatively easy trading for most investors.
Bid-Ask Spread
The bid-ask spread for MORT is generally tight, reflecting its moderate liquidity and the efficiency of the ETF market.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and housing market trends significantly impact MORT. Changes in interest rates affect mortgage REIT profitability and valuations.
Growth Trajectory
MORT's growth depends on the performance of the mortgage REIT sector and investor demand for high-income investments. Changes in holdings reflect adjustments within the underlying index.
Moat and Competitive Advantages
Competitive Edge
MORT offers a focused and relatively pure exposure to the mortgage REIT sector, which is not always readily available in other broad-based REIT ETFs. The ETF tracks a specific and well-defined index, providing transparency and predictability. VanEck's expertise in niche ETF markets provides a level of comfort for investors. The ETF has reasonable expense ratio for specialized index exposure.
Risk Analysis
Volatility
MORT's volatility is typically higher than broad market ETFs due to the inherent leverage and interest rate sensitivity of mortgage REITs.
Market Risk
MORT is exposed to interest rate risk, credit risk, and prepayment risk, all of which can impact the performance of mortgage REITs.
Investor Profile
Ideal Investor Profile
MORT is suitable for income-seeking investors who are comfortable with the risks associated with mortgage REITs and interest rate fluctuations.
Market Risk
MORT is best suited for long-term investors seeking income, but it may also be used by active traders looking to capitalize on short-term market movements.
Summary
The VanEck Mortgage REIT Income ETF (MORT) provides exposure to a basket of US mortgage REITs by tracking the MVIS US Mortgage REITs Index. It is best suited for investors looking to generate income but who are able to handle higher volatility. The ETF has a moderate market share, but faces competition from other similar ETFs that have significant advantages in terms of net assets and lower fees. The ETF is sensitive to interest rate changes and credit and prepayment risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- VanEck Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About VanEck Mortgage REIT Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The Mortgage REITs Index may include small-, medium- and large-capitalization companies. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
