VanEck Mortgage Competition

MORT Etf

USD 10.79 0.12 1.10%

VanEck Mortgage REIT competes with T Rowe, First Trust, Invesco SP, Alerian Energy, and Davis Select; as well as few others. Analyzing VanEck Mortgage competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of VanEck Mortgage to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out VanEck Mortgage Correlation with its peers.

VanEck Mortgage vs IShares MSCI Correlation

Almost no diversification

The correlation between VanEck Mortgage REIT and EWN is 0.9 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding VanEck Mortgage REIT and EWN in the same portfolio, assuming nothing else is changed.

Moving together with VanEck Etf

0.71	VNQ	Vanguard Real Estate	Pair Corr
0.65	XLRE	Real Estate	Pair Corr
0.72	IYR	iShares Real Estate	Pair Corr

Moving against VanEck Etf

0.79

MPAY

Exchange Traded Concepts

Pair Corr

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Hype

Prediction

Low	Estimated	High
9.70	10.79	11.88

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Intrinsic

Valuation

Low	Real	High
9.67	10.76	11.85

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VanEck Mortgage Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between VanEck Mortgage and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of VanEck and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of VanEck Mortgage REIT does not affect the price movement of the other competitor.

	TEQI	FXD	IDLV	ENFR	DFNL	RSPF	NUEM	XRT	DFJ	EWN
TEQI		0.92	0.94	0.75	0.92	0.81	0.82	0.91	0.97	0.88	TEQI
FXD	0.92		0.77	0.5	0.93	0.91	0.63	0.98	0.82	0.74	FXD
IDLV	0.94	0.77		0.86	0.82	0.65	0.83	0.75	0.96	0.85	IDLV
ENFR	0.75	0.5	0.86		0.52	0.29	0.75	0.53	0.85	0.76	ENFR
DFNL	0.92	0.93	0.82	0.52		0.95	0.58	0.91	0.81	0.68	DFNL
RSPF	0.81	0.91	0.65	0.29	0.95		0.45	0.88	0.66	0.57	RSPF
NUEM	0.82	0.63	0.83	0.75	0.58	0.45		0.61	0.88	0.97	NUEM
XRT	0.91	0.98	0.75	0.53	0.91	0.88	0.61		0.82	0.73	XRT
DFJ	0.97	0.82	0.96	0.85	0.81	0.66	0.88	0.82		0.92	DFJ
EWN	0.88	0.74	0.85	0.76	0.68	0.57	0.97	0.73	0.92		EWN
	TEQI	FXD	IDLV	ENFR	DFNL	RSPF	NUEM	XRT	DFJ	EWN

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VanEck Mortgage Constituents Risk-Adjusted Indicators

There is a big difference between VanEck Etf performing well and VanEck Mortgage ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze VanEck Mortgage's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
TEQI	0.54	0.08	0.09	0.19	0.44	(0.60)	1.34	(1.06)	2.89
FXD	0.95	0.04	0.05	0.11	0.89	(1.09)	2.05	(1.65)	5.66
IDLV	0.43	0.11	0.12	0.38	0.24	(0.50)	0.85	(0.84)	2.69
ENFR	0.72	0.21	0.15	2.33	0.59	(0.80)	1.61	(1.30)	4.06
DFNL	0.65	0.11	0.11	0.20	0.59	(0.69)	1.57	(1.28)	3.73
RSPF	0.71	0.01	0.00	0.09	0.80	(0.77)	1.47	(1.31)	4.56
NUEM	0.61	0.05	0.02	0.18	0.62	(0.67)	1.43	(1.05)	4.50
XRT	1.03	0.06	0.07	0.13	0.91	(1.33)	2.44	(1.67)	6.93
DFJ	0.68	0.21	0.22	0.57	0.47	(0.79)	1.52	(1.02)	4.58
EWN	0.92	0.06	0.05	0.14	1.03	(0.94)	2.01	(1.52)	4.87

VanEck Mortgage Competitive Analysis

The better you understand VanEck Mortgage competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, VanEck Mortgage's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across VanEck Mortgage's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	MORT	TEQI	FXD	IDLV	ENFR	DFNL	RSPF	NUEM	XRT	DFJ
	1.10 10.79 VanEck	1.34 47.60 TEQI	2.39 71.61 First	0.71 35.66 Invesco	0.79 34.62 Alerian	1.57 49.72 Davis	1.74 78.17 Invesco	2.26 38.38 NuShares	2.83 89.73 SPDR	1.99 106.10 WisdomTree
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Fair	Solid	Fair	Solid	Solid	Good	Mild	Good	Good	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Over Valued	Under Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Buy	Strong Buy	Buy	Strong Buy	Strong Buy	Strong Buy	Strong Hold	Buy	Strong Buy	Strong Buy
Price To Sales	6.59	N/A	0.87	1.86	1.49	N/A	N/A	N/A	0.47	0.49
Equity Positions Weight	99.55	99.19	99.73	100.16	99.62	100.0	N/A	99.61	99.89	100.0
Three Year Return	6.8	12.2	10.6	11.7	20.0	21.2	10.2	15.1	11.2	19.3
Net Asset	142.4 M	87.71 M	326.79 M	428.68 M	120.1 M	173.28 M	N/A	172.59 M	302.16 M	147.81 M
Annual Yield	N/A	N/A	N/A	N/A	N/A	N/A	0.0224	N/A	N/A	N/A
Price To Book	0.93	N/A	2.71	1.8	1.96	N/A	N/A	N/A	2.46	0.89
Five Year Return	2.5	11.6	6.0	6.6	22.5	17.2	11.0	3.3	5.0	9.6
One Year Return	17.6	14.4	6.3	26.8	3.1	23.0	5.2	33.3	11.8	41.2
Last Dividend Paid	0.41	N/A	0.015	0.19	0.26	0.64	N/A	0.54	0.093	0.44
Ten Year Return	5.4	N/A	9.2	6.5	13.2	N/A	13.3	N/A	9.8	9.3
Price To Earning	12.42	N/A	15.27	17.23	25.97	N/A	N/A	N/A	4.67	13.73
Beta	1.28	0.8	1.55	0.75	0.66	1.01	1.02	0.94	1.59	0.7
Day Typical Price	10.81	47.47	71.12	35.66	34.6	49.61	77.97	38.24	89.08	105.96
Accumulation Distribution	0.0083	0.012	0.0205	0.0036	0.0101	0.01	0.0077	0.0133	0.0234	0.0056
Market Facilitation Index	0.09	0.57	1.47	0.13	0.35	0.5	0.6	0.51	2.1	0.6
Daily Balance Of Power	(1.33)	1.105263	1.136054	1.923077	0.7714	1.54	2.233333	1.666667	1.17619	3.45
Period Momentum Indicator	(0.12)	0.63	1.67	0.25	0.27	0.77	1.34	0.85	2.47	2.07
Rate Of Daily Change	0.99	1.01	1.02	1.01	1.01	1.02	1.02	1.02	1.03	1.02
Day Median Price	10.82	47.41	70.88	35.66	34.58	49.55	77.87	38.17	88.75	105.89
Price Action Indicator	(0.09)	0.51	1.57	0.13	0.17	0.55	0.97	0.64	2.22	1.24
Coefficient Of Variation	965.5	451.27	837.39	365.58	394.32	467.73	1057.36	765.34	800.53	333.32
Mean Deviation	0.792	0.5404	0.9469	0.4326	0.7218	0.6503	0.7058	0.6096	1.03	0.6774
Jensen Alpha	0.0574	0.081	0.0391	0.1096	0.2099	0.1054	0.0055	0.0545	0.0572	0.2111
Total Risk Alpha	(0)	0.0733	0.0147	0.0849	0.1287	0.088	(0.01)	0.0161	0.0245	0.1614
Sortino Ratio	0.0197	0.0928	0.0523	0.1153	0.1534	0.1064	(0)	0.022	0.0743	0.217
Downside Variance	1.28	0.4285	1.07	0.2621	0.8045	0.7592	0.783	0.6257	1.05	0.5845
Standard Deviation	1.08	0.6786	1.2	0.5436	0.8963	0.8531	0.911	0.8197	1.33	0.8519
Kurtosis	3.18	(0.37)	0.1757	0.0737	(0.09)	0.168	0.3155	1.02	1.24	0.1988
Potential Upside	1.96	1.34	2.05	0.8521	1.61	1.57	1.47	1.43	2.44	1.52
Treynor Ratio	0.1824	0.1885	0.1126	0.3799	2.33	0.2049	0.0859	0.1817	0.1259	0.5676
Maximum Drawdown	6.71	2.89	5.66	2.69	4.06	3.73	4.56	4.5	6.93	4.58
Variance	1.17	0.4606	1.45	0.2955	0.8033	0.7278	0.8299	0.6719	1.76	0.7258
Market Risk Adjusted Performance	0.1924	0.1985	0.1226	0.3899	2.34	0.2149	0.0959	0.1917	0.1359	0.5776
Risk Adjusted Performance	0.086	0.1767	0.0995	0.2156	0.2053	0.1728	0.0774	0.1054	0.1046	0.2423
Skewness	(0.73)	(0.07)	0.4012	(0.02)	(0.25)	(0.09)	(0.04)	0.1571	0.6589	0.0719
Semi Deviation	0.9115	0.4375	0.8947	0.2409	0.5884	0.5879	0.8034	0.622	0.906	0.4692
Information Ratio	0.0206	0.0895	0.0449	0.1086	0.1536	0.1087	(0)	0.0213	0.0573	0.1948
Value At Risk	(1.22)	(1.06)	(1.65)	(0.84)	(1.30)	(1.28)	(1.31)	(1.05)	(1.67)	(1.02)
Expected Short fall	(1.04)	(0.60)	(1.09)	(0.50)	(0.80)	(0.69)	(0.77)	(0.67)	(1.33)	(0.79)
Downside Deviation	1.13	0.6546	1.03	0.5119	0.8969	0.8713	0.8849	0.791	1.02	0.7646
Semi Variance	0.8308	0.1914	0.8006	0.058	0.3463	0.3456	0.6454	0.3868	0.8209	0.2201

VanEck Mortgage Competition Performance Charts

Five steps to successful analysis of VanEck Mortgage Competition

VanEck Mortgage's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by VanEck Mortgage REIT in relation to its competition. VanEck Mortgage's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of VanEck Mortgage in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact VanEck Mortgage's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to VanEck Mortgage REIT, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your VanEck Mortgage position

In addition to having VanEck Mortgage in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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When determining whether VanEck Mortgage REIT is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if VanEck Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Vaneck Mortgage Reit Etf. Highlighted below are key reports to facilitate an investment decision about Vaneck Mortgage Reit Etf:

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Understanding VanEck Mortgage REIT requires distinguishing between market price and book value, where the latter reflects VanEck's accounting equity. The concept of intrinsic value - what VanEck Mortgage's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Market sentiment, economic cycles, and investor behavior can push VanEck Mortgage's price substantially above or below its fundamental value.

Understanding that VanEck Mortgage's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether VanEck Mortgage represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. In contrast, VanEck Mortgage's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.

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VanEck Mortgage Competition

VanEck Mortgage vs IShares MSCI Correlation

Almost no diversification

Moving together with VanEck Etf

Moving against VanEck Etf

Specify up to 10 symbols:

VanEck Mortgage Competition Correlation Matrix

VanEck Mortgage Constituents Risk-Adjusted Indicators

VanEck Mortgage Competitive Analysis

VanEck Mortgage Competition Performance Charts

Five steps to successful analysis of VanEck Mortgage Competition

Complement your VanEck Mortgage position

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