VanEck Mortgage REIT Income ETF

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VanEck Mortgage REIT Income ETF (MORT)
Type
Exchange-traded fund
Manager
Gender equality score
Gender equality score

35
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

F
0.6
percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 863 out of 867 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
17/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
6/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
13/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 9 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Annaly Capital Management Inc
    15% of assets
    $47.4M invested
  • 2. AGNC Investment Corp
    13% of assets
    $39.26M invested
  • 3. Two Harbors Investment Corp
    3.18% of assets
    $9.78M invested
  • 4. Arbor Realty Trust Inc
    4.41% of assets
    $13.57M invested
  • 5. Starwood Property Trust Inc
    8.64% of assets
    $26.57M invested
  • 6. Blackstone Mortgage Trust Inc A
    4.99% of assets
    $15.34M invested
  • 7. Chimera Investment Corp
    2.71% of assets
    $8.33M invested
  • 8. Apollo Commercial Real Estate Finance Inc
    3.01% of assets
    $9.26M invested
  • 9. Rithm Capital Corp
    8.03% of assets
    $24.68M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 9 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Rithm Capital Corp
    8.03% of assets
    $24.68M invested
  • 2. Apollo Commercial Real Estate Finance Inc
    3.01% of assets
    $9.26M invested
  • 3. Chimera Investment Corp
    2.71% of assets
    $8.33M invested
  • 4. Blackstone Mortgage Trust Inc A
    4.99% of assets
    $15.34M invested
  • 5. Starwood Property Trust Inc
    8.64% of assets
    $26.57M invested
  • 6. Arbor Realty Trust Inc
    4.41% of assets
    $13.57M invested
  • 7. Two Harbors Investment Corp
    3.18% of assets
    $9.78M invested
  • 8. AGNC Investment Corp
    13% of assets
    $39.26M invested
  • 9. Annaly Capital Management Inc
    15% of assets
    $47.4M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on MORT at Morningstar.com
Gender Equality and Returns
Returns chart for VanEck Mortgage REIT Income ETF
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
MORT
VanEck Mortgage REIT Income ETF
Family
VanEck
Category
Real Estate
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
7.24% less  in annualized returns
Lower overall gender equality score 
20 / 100 points lower
Lower gender balance in leadership and workforce score 
9 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Lower policies promoting gender equality score 
6 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
MORT
VanEck Mortgage REIT Income ETF
Family
VanEck
Category
Real Estate
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
7.24% less  in annualized returns
Lower overall gender equality score 
20 / 100 points lower
Lower gender balance in leadership and workforce score 
9 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Lower policies promoting gender equality score 
6 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
MORT
VanEck Mortgage REIT Income ETF
Family
VanEck
Category
Real Estate
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
7.24% less  in annualized returns
Lower overall gender equality score 
20 / 100 points lower
Lower gender balance in leadership and workforce score 
9 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Lower policies promoting gender equality score 
6 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
MORT - VanEck Mortgage REIT Income ETF
6.66%
-2.34%
14%
1.74%
35  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
7.43%
7.17%
15%
8.99%
55  / 100 points
Fund compared to benchmark
 
-0.77%
-9.5%
-1.3%
-7.24%
20  / 100 points lower
Find more financial data on MORT at Morningstar.com
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