VanEck Vectors Mortgage Price, Forecast, Insider, Ratings, Fundamentals & Signals

Some of the larger, more well-known ETFs have significant drawbacks and stronger peers. These include HYG, BIL, and MORT. A quick explanation of the shortcomings of these ETFs, and some stronger alternatives, follows.

VanEck Mortgage REIT Income ETF provides exposure to mortgage real estate investment trusts (mREITs). mREITs as a whole are risky and have underperformed equity REITs in the long run. MORT has a concentrated portfolio because of its market-cap weighting approach, high expense ratio, and potential dividend instability, making it a risky investment.

MORT is a poorly performing income ETF with high risk and consistent losses. Investors seeking high yields should consider alternatives. With an unfavorable view of MORT, I offer my views as to why along with some alternatives.

VanEck's Mortgage REIT Income ETF warrants a sell rating due to its poor performance, weak holdings, and high volatility. MORT has underperformed compared to peer REIT ETFs, with a low 10-year CAGR and the highest expense ratio. Several of MORT's holdings, including Annaly Capital Management, AGNC Investment Corp., and Blackstone Mortgage Trust, have red flags that could lead to a reduction in dividend yield.

Yields have reset higher across fixed income markets, leaving bonds well positioned in a range of different economic and interest rate scenarios in 2024. Introduction to Income Investing Income investing is a strategy that aims to generate a steady stream of income from investments, typically through interest payments or dividends.

Preferred shares are today heavily discounted. As a result, they offer high dividend yields and upside potential. We present three of my favorite opportunities.

As high-yielding real-estate-related assets, mortgage REITs are correlated to interest rates. That explains why the VanEck Mortgage REIT Income ETF (MORT) has struggled this year.

With high interest rates and the increased probability of the Fed remaining hawkish for longer, look into how mREITS ETFs are affected after Q3 earnings results.

The VanEck Mortgage REIT Income ETF is difficult to justify in a portfolio due to high interest rates and a looming recession. The MORT ETF offers investors exposure to mortgage REITs, but its performance is heavily influenced by the dynamics of the mortgage market. Mortgage REITs are significantly affected by changes in interest rates, regulatory changes, and the overall health of the real estate market, posing risks for MORT's future performance.

I am bullish on REITs. But not all REITs. Mortgage REITs are a good example of that. I present 5 reasons why I tend to avoid mortgage REITs.