The 3 top performers
| # | Fund | 30 days | Net assets | Cost | Yield | 1 mo | YTD | 1 yr | 3 yr | 5 yr |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PFFR InfraCap REIT Preferred ETF | $120.6M | 0.45% | 8.81% | -2.0% | -2.9% | -4.7% | +8.3% | +0.1% | |
| 2 | REM iShares Mortgage Real Estate ETF | $547.9M | 0.48% | 11.28% | -7.1% | -16.3% | -14.1% | +6.5% | -5.8% | |
| 3 | MORT VanEck Mortgage REIT Income ETF | $399.8M | 0.43% | 18.41% | -6.9% | -16.4% | -14.4% | +6.4% | -5.6% |
Funds with less than $25 million in net assets and the 1 leveraged or inverse funds are left out of the ranking. Returns are total returns with distributions reinvested (3 and 5 years annualized), as of Oct 27, 2026.
How the top 3 compare
Growth of each fund’s value from the start of the range, distributions reinvested. The dashed gray line is the S&P 500 (SPY).
All 4 Mortgage REIT ETFs
Largest first. Click a heading to sort.
| Fund | Issuer | Net assets | Cost | Yield | YTD | 1 yr | 5 yr |
|---|---|---|---|---|---|---|---|
| REM iShares Mortgage Real Estate ETF | iShares | $547.9M | 0.48% | 11.28% | -16.3% | -14.1% | -5.8% |
| MORT VanEck Mortgage REIT Income ETF | VanEck | $399.8M | 0.43% | 18.41% | -16.4% | -14.4% | -5.6% |
| PFFR InfraCap REIT Preferred ETF | Virtus Investment Partners | $120.6M | 0.45% | 8.81% | -2.9% | -4.7% | +0.1% |
| MVRL ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT E… Leveraged | UBS | — | — | 29.68% | -26.5% | -24.2% | -13.4% |
Picking funds is the easy part
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