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Upturn AI SWOT - About
VanEck Mortgage REIT Income ETF (MORT)
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Upturn Advisory Summary
09/16/2025: 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 5.93% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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 MVISu00ae US Mortgage REITs Index. It primarily invests in U.S. mortgage REITs, providing exposure to the mortgage REIT sector. The fund aims to provide high income by investing in companies involved in real estate financing through mortgages.
Reputation and Reliability
VanEck is a well-established ETF provider with a solid reputation for delivering specialized and sector-specific investment products.
Management Expertise
VanEck has a dedicated team with experience in managing income-oriented and real estate-related investment strategies.
Investment Objective
Goal
The ETF's primary investment goal is to provide investment results that closely track the price and yield performance of the MVISu00ae US Mortgage REITs Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the performance of the MVISu00ae US Mortgage REITs Index.
Composition The ETF's holdings consist primarily of common stock of publicly traded mortgage REITs in the United States.
Market Position
Market Share: MORT holds a significant position within the mortgage REIT ETF space, though not dominating the entire market share.
Total Net Assets (AUM): 227200000
Competitors
Key Competitors
- iShares Mortgage Real Estate ETF (REM)
- Invesco KBW High Dividend Yield Financial ETF (KBWD)
- AGNC Investment Corp. (AGNC)
Competitive Landscape
The ETF industry is very competitive. MORT's advantage is its focus solely on mortgage REITs, offering a pure-play exposure. A disadvantage could be its volatility compared to broader REIT ETFs.
Financial Performance
Historical Performance: Historical performance data is best acquired from financial data providers, and should include year-to-date, 1-year, 3-year, 5-year, and 10-year returns if available.
Benchmark Comparison: The ETF's performance should be compared against the MVISu00ae US Mortgage REITs Index to assess its tracking efficiency. Data not available for explicit numerical response.
Expense Ratio: 0.41
Liquidity
Average Trading Volume
MORT typically has a moderate average trading volume, making it relatively easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for MORT is generally moderate, reflecting its decent liquidity and accessibility for traders.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and housing market trends significantly affect MORT's performance.
Growth Trajectory
MORT's growth trajectory depends on the overall health of the mortgage REIT sector, interest rate environment, and investor demand for income-generating assets, as well as any changes to sector weightings.
Moat and Competitive Advantages
Competitive Edge
MORT provides focused exposure to mortgage REITs, appealing to investors seeking high dividend yields. Its well-defined index tracking strategy contributes to consistent performance relative to its benchmark. Its competitive edge lies in its specialized focus and the brand recognition of VanEck, along with its trading volume. Finally, its relatively small market share can allow for more nimble execution and adaptation in specific market scenarios.
Risk Analysis
Volatility
MORT can exhibit higher volatility compared to broader market ETFs, due to the sensitivity of mortgage REITs to interest rate fluctuations.
Market Risk
MORT is exposed to risks including interest rate risk, credit risk, and prepayment risk, which are inherent in the mortgage REIT sector.
Investor Profile
Ideal Investor Profile
MORT is suitable for investors seeking high current income and exposure to the mortgage REIT sector, and who are comfortable with moderate to high volatility.
Market Risk
MORT is best suited for long-term investors who understand the risks associated with mortgage REITs and are looking for income generation.
Summary
VanEck Mortgage REIT Income ETF (MORT) provides focused exposure to the mortgage REIT sector, aiming to replicate the performance of the MVISu00ae US Mortgage REITs Index. It is suited for investors seeking high income, comfortable with moderate volatility, and have a long-term investment horizon. It is susceptible to interest rate risk, credit risk, and prepayment risk. MORT's success is tied to the health of the mortgage REIT sector and the broader economic environment. Its relatively small market share can lead to nimble adaptations in specific market scenarios.
Peer Comparison
Sources and Disclaimers
Data Sources:
- VanEck
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are 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.
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