iShares Mortgage Real Estate ETF
|
- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
The iShares Mortgage Real Estate Capped ETF seeks to track the investment results of an index composed of U.S. REITs that hold U.S. residential and commercial mortgages. |
Category | US Equities |
Fund Sponsor | Barclays Global Fund Advisors |
Website | www.ishares.com |
Inception date | May 01, 2007 |
Assets (mns) | $569 |
Currency | USD |
Expense ratio | 48 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | State Street Bank & Trust |
Weighting | Market Cap |
Index replication | Optimized |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 32 |
Wgt avg mkt cap (mns) | $2,632 |
Large cap (>$10bn) | 0.0% |
Mid cap ($2-10bn) | 50.2% |
Small cap (<$2bn) | 49.8% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
ANNALY CAPITAL MANAGEMENT REIT INC | 19.4 % |
AGNC INVESTMENT CORP. | 14.8 % |
STARWOOD PROPERTY TRUST INC | 10.9 % |
CAPITAL TRUST-CL A | 4.6 % |
NEW RESIDENTIAL INVESTMENT | 4.4 % |
ARBOR REALTY TRUST INC | 4.3 % |
APOLLO COMMERCIAL REAL ESTAT | 3.1 % |
ARMOUR RESIDENTIAL REIT INC | 3.1 % |
DYNEX CAPITAL INC | 2.9 % |
LADDER CAPITAL CORP-CLASS A | 2.8 % | Total | 70.2 % |
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UNITED STATES | 67.9 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
3.2% | 5.7% | 5.5% | 2.4% | -1.8% |
versus... | Beta | R-squared |
S&P500 | 1.49 | 69% |
MSCI EAFE | 1.45 | 68% |
MSCI Emg. Mkts. | 1.04 | 37% |
Recent close | $21.74 |
30d moving avg. | $20.96 |
Annualized volatility | 28.9% |
Short interest (ETF) | 0.9% |
Short interest (Underlying) | 2.7% |
Relative strength (RSI) | 58 |
Avg. volume (thou.) | 473 |
Turnover | 1.8% |
Bid/Ask (% of price) | 0.05% |
ADV underlying (mns) | $362 |
FINDING ALTERNATIVE FUNDS
Below is a list of 168 potential alternatives to the iShares Mortgage Real Estate ETF ETF based on the alternatives' overlap in portfolio holdings with REM. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | REM | Expense: | 48 bp | ALTAR Score™: | 60.1% |
Ticker | Fund Name |
Overlap1 vs REM (%) |
Expense ratio (bp) |
Savings vs REM (bp) |
ALTAR Score™ (%) |
ALTAR vs REM (%) |
MORT | VanEck Mortgage REIT Income ETF | 62.2 | 43 | 5 | 52.7 | -7.4 |
RIET | Hoya Capital High Dividend Yield ETF | 23.7 | 50 | -2 | 45.2 | -15.0 |
SRET | Global X SuperDividend REIT ETF | 23.5 | 59 | -11 | 12.2 | -47.9 |
KBWD | Invesco KBW High Dividend Yield Financial ETF | 18.2 | 384 | -336 | 13.4 | -46.7 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 16.5 | 30 | 18 | 13.2 | -46.9 |
SDIV | Global X Superdividend ETF | 13.2 | 58 | -10 | 40.8 | -19.3 |
XSVM | Invesco S&P SmallCap Value with Momentum ETF | 5.2 | 36 | 12 | 12.1 | -48.1 |
HOMZ | Hoya Capital Housing ETF | 4.7 | 30 | 18 | 9.0 | -51.2 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 4.3 | 25 | 23 | 7.5 | -52.6 |
PSCF | Invesco S&P SmallCap Financials ETF | 3.3 | 29 | 19 | 9.6 | -50.5 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 2.8 | 80 | -32 | 8.2 | -51.9 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 2.7 | 35 | 13 | 10.8 | -49.3 |
FXO | First Trust Financials AlphaDEX Fund | 2.5 | 62 | -14 | 8.4 | -51.7 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 2.2 | 73 | -25 | 11.4 | -48.7 |
VNSE | Natixis Vaughan Nelson Select ETF | 2.1 | 80 | -32 | 4.8 | -55.3 |
IJS | iShares S&P Small-Cap 600 Value ETF | 2.0 | 18 | 30 | 10.3 | -49.8 |
NUSC | Nuveen ESG Small-Cap ETF | 2.0 | 31 | 17 | 5.5 | -54.6 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 1.9 | 10 | 38 | 10.4 | -49.7 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 1.9 | 15 | 33 | 10.3 | -49.8 |
IYR | iShares U.S. Real Estate ETF | 1.7 | 40 | 8 | 7.5 | -52.6 |
AUSF | Global X Adaptive U.S. Factor ETF | 1.5 | 27 | 21 | 8.9 | -51.2 |
CVY | Invesco Zacks Multi-Asset Income ETF | 1.4 | 106 | -58 | 12.1 | -48.1 |
ISCV | iShares Morningstar Small Cap Value ETF | 1.4 | 6 | 42 | 9.5 | -50.6 |
IWN | iShares Russell 2000 Value ETF | 1.4 | 24 | 24 | 7.9 | -52.3 |
VTWV | Vanguard Russell 2000 Value ETF | 1.4 | 10 | 38 | 8.0 | -52.2 |
FDVV | Fidelity High Dividend ETF | 1.4 | 15 | 33 | 7.8 | -52.3 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 1.3 | 25 | 23 | 7.6 | -52.5 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 1.3 | 61 | -13 | 6.4 | -53.7 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 1.3 | 25 | 23 | 8.1 | -52.0 |
HDUS | Hartford Disciplined US Equity ETF | 1.3 | 19 | 29 | 5.8 | -54.3 |
SMMV | iShares MSCI USA Small-Cap Min Vol Factor ETF | 1.3 | 20 | 28 | 6.0 | -54.1 |
LVHD | Franklin U.S. Low Volatility High Dividend Index ETF | 1.3 | 27 | 21 | 7.0 | -53.1 |
SIXS | ETC 6 Meridian Small Cap Equity ETF | 1.2 | 89 | -41 | 10.2 | -49.9 |
ISMD | Inspire Small/Mid Cap ETF | 1.1 | 54 | -6 | 6.1 | -54.0 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 1.1 | 29 | 19 | 8.8 | -51.4 |
OSCV | Opus Small Cap Value ETF | 1.1 | 79 | -31 | 6.7 | -53.4 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 1.0 | 12 | 36 | 7.6 | -52.5 |
IWC | iShares Micro-Cap ETF | 1.0 | 60 | -12 | -0.6 | -60.7 |
VBR | Vanguard Small Cap Value ETF | 1.0 | 7 | 41 | 9.3 | -50.9 |
IJR | iShares Core S&P Small Cap ETF | 0.9 | 6 | 42 | 8.0 | -52.1 |
SFYX | SoFi Next 500 ETF | 0.9 | 0 | 48 | 6.0 | -54.1 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 0.9 | 39 | 9 | 9.7 | -50.4 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 0.9 | 40 | 8 | 7.5 | -52.7 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 0.9 | 25 | 23 | 8.1 | -52.0 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 0.9 | 15 | 33 | 8.1 | -52.0 |
STXK | Strive Small-Cap ETF | 0.9 | 18 | 30 | 6.3 | -53.8 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 0.9 | 7 | 41 | 7.9 | -52.2 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 0.9 | 3 | 45 | 8.0 | -52.1 |
FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 0.9 | 35 | 13 | 9.9 | -50.3 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 0.8 | 70 | -22 | 11.3 | -48.8 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.8 | 39 | 9 | 6.7 | -53.5 |
YOLO | AdvisorShares Pure Cannabis ETF | 0.8 | 103 | -55 | -5.9 | -66.0 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.8 | 9 | 39 | 4.6 | -55.5 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 0.8 | 60 | -12 | 7.7 | -52.4 |
ISCB | iShares Morningstar Small-Cap ETF | 0.7 | 4 | 44 | 6.3 | -53.9 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 0.7 | 67 | -19 | 10.2 | -49.9 |
RSSL | Global X Russell 2000 ETF | 0.7 | 8 | 40 | 4.6 | -55.5 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 0.7 | 7 | 41 | 6.2 | -53.9 |
VTWO | Vanguard Russell 2000 ETF | 0.7 | 7 | 41 | 4.7 | -55.5 |
IWM | iShares Russell 2000 ETF | 0.7 | 19 | 29 | 4.6 | -55.5 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 0.6 | 12 | 36 | 7.6 | -52.6 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 0.6 | 12 | 36 | 8.3 | -51.8 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 0.6 | 24 | 24 | 8.3 | -51.8 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 0.6 | 52 | -4 | 6.7 | -53.5 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 0.6 | 20 | 28 | 6.0 | -54.1 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.6 | 39 | 9 | 9.7 | -50.4 |
SCHA | Schwab U.S. Small-Cap ETF | 0.6 | 4 | 44 | 6.3 | -53.8 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 0.6 | 4 | 44 | 6.2 | -53.9 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 0.6 | 35 | 13 | 13.3 | -46.9 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 0.6 | 15 | 33 | 6.3 | -53.8 |
VB | Vanguard Small-Cap ETF | 0.6 | 5 | 43 | 6.3 | -53.9 |
SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | 0.6 | 15 | 33 | 9.3 | -50.8 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 0.5 | 18 | 30 | 7.8 | -52.3 |
QDF | FlexShares Quality Dividend Index Fund | 0.5 | 37 | 11 | 6.4 | -53.8 |
VXF | Vanguard Extended Market ETF | 0.5 | 5 | 43 | 4.8 | -55.3 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 0.5 | 37 | 11 | 6.2 | -53.9 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 0.5 | 70 | -22 | 3.1 | -57.1 |
JVAL | JPMorgan U.S. Value Factor ETF | 0.5 | 12 | 36 | 8.3 | -51.8 |
SCHM | Schwab U.S. Mid-Cap ETF | 0.5 | 4 | 44 | 6.8 | -53.3 |
FNCL | Fidelity MSCI Financials Index ETF | 0.5 | 8 | 40 | 6.4 | -53.7 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 0.5 | 18 | 30 | 9.0 | -51.2 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 0.5 | 4 | 44 | 6.3 | -53.9 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 0.5 | 15 | 33 | 9.0 | -51.1 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 0.5 | 10 | 38 | 9.0 | -51.1 |
VFH | Vanguard Financials ETF | 0.5 | 9 | 39 | 6.4 | -53.7 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 0.4 | 71 | -23 | 0.5 | -59.6 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 0.4 | 15 | 33 | 6.2 | -54.0 |
FESM | Fidelity Enhanced Small Cap ETF | 0.4 | 28 | 20 | 7.9 | -52.2 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 0.4 | 25 | 23 | 5.8 | -54.3 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 0.4 | 17 | 31 | 6.0 | -54.1 |
FLDZ | RiverNorth Patriot ETF | 0.4 | 75 | -27 | 6.1 | -54.0 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 0.4 | 15 | 33 | 8.2 | -52.0 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.4 | 30 | 18 | 8.2 | -51.9 |
IYF | iShares U.S. Financials ETF | 0.3 | 40 | 8 | 5.9 | -54.2 |
ROSC | Hartford Multifactor Small Cap ETF | 0.3 | 34 | 14 | 9.9 | -50.2 |
SMMD | iShares Russell 2500 ETF | 0.3 | 15 | 33 | 6.4 | -53.7 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 0.3 | 20 | 28 | 9.7 | -50.4 |
ETHO | Etho Climate Leadership U.S. ETF | 0.3 | 47 | 1 | 5.4 | -54.7 |
FBCV | Fidelity Blue Chip Value ETF | 0.3 | 59 | -11 | 7.5 | -52.6 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 0.3 | 12 | 36 | 7.3 | -52.8 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 0.2 | 64 | -16 | 2.3 | -57.8 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 0.2 | 15 | 33 | 7.6 | -52.6 |
PSC | Principal U.S. Small-Cap ETF | 0.2 | 38 | 10 | 6.9 | -53.2 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 0.2 | 24 | 24 | 8.0 | -52.2 |
SMDX | Intech S&P Small-Mid Cap Divers Alp ETF | 0.2 | 35 | 13 | 7.3 | -52.8 |
IJH | iShares Core S&P Mid-Cap ETF | 0.2 | 5 | 43 | 7.5 | -52.6 |
MDY | SPDR S&P Midcap 400 ETF Trust | 0.2 | 24 | 24 | 7.3 | -52.8 |
STXM | Strive Mid-Cap ETF | 0.2 | 18 | 30 | 6.4 | -53.7 |
IWS | iShares Russell Mid-Cap Value ETF | 0.2 | 23 | 25 | 6.9 | -53.2 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 0.2 | 39 | 9 | 6.1 | -54.0 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 0.2 | 3 | 45 | 7.6 | -52.5 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 0.2 | 7 | 41 | 7.5 | -52.6 |
TOKE | Cambria Cannabis ETF | 0.2 | 42 | 6 | 1.8 | -58.3 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 0.2 | 30 | 18 | 8.4 | -51.7 |
OPTZ | Optimize Strategy Index ETF | 0.2 | 50 | -2 | 5.0 | -55.1 |
LRGF | iShares U.S. Equity Factor ETF | 0.2 | 8 | 40 | 5.6 | -54.5 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 0.2 | 20 | 28 | 7.0 | -53.1 |
IWR | iShares Russell Midcap ETF | 0.2 | 19 | 29 | 5.9 | -54.2 |
FELC | Fidelity Enhanced Large Cap Core ETF | 0.2 | 18 | 30 | 5.3 | -54.8 |
FELV | Fidelity Enhanced Large Cap Value ETF | 0.2 | 18 | 30 | 6.8 | -53.3 |
VLU | SPDR S&P 1500 Value Tilt ETF | 0.1 | 12 | 36 | 7.6 | -52.5 |
PRF | Invesco FTSE RAFI US 1000 ETF | 0.1 | 39 | 9 | 6.9 | -53.2 |
FMDE | Fidelity Enhanced Mid Cap ETF | 0.1 | 23 | 25 | 5.8 | -54.3 |
STXV | Strive 1000 Value ETF | 0.1 | 18 | 30 | 8.1 | -52.0 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.1 | 29 | 19 | 6.5 | -53.6 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 0.1 | 25 | 23 | 7.3 | -52.8 |
PTL | Inspire 500 ETF | 0.1 | 9 | 39 | 5.4 | -54.7 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.1 | 9 | 39 | 5.9 | -54.2 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 0.1 | 6 | 42 | 3.0 | -57.2 |
IWD | iShares Russell 1000 Value ETF | 0.1 | 19 | 29 | 6.5 | -53.6 |
VONV | Vanguard Russell 1000 Value ETF | 0.1 | 7 | 41 | 6.6 | -53.5 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 0.1 | 39 | 9 | 9.6 | -50.5 |
LQPE | PEO AlphaQuest Thematic PE ETF | 0.1 | 125 | -77 | 5.4 | -54.7 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.1 | 30 | 18 | 6.8 | -53.3 |
GVUS | Marketbeta Russell 1000 Value Equity ETF | 0.1 | 12 | 36 | 6.6 | -53.5 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.1 | 3 | 45 | 5.0 | -55.1 |
SPDG | SPDR Portfolio S&P Sector Neutral Dividend ETF | 0.1 | 5 | 43 | 8.0 | -52.1 |
DIVB | iShares Core Dividend ETF | 0.1 | 5 | 43 | 7.7 | -52.5 |
SCHV | Schwab U.S. Large-Cap Value ETF | 0.1 | 4 | 44 | 6.8 | -53.3 |
IWV | iShares Russell 3000 ETF | 0.1 | 20 | 28 | 4.9 | -55.3 |
VTI | Vanguard Total Stock Market ETF | 0.1 | 3 | 45 | 5.0 | -55.1 |
SCHB | Schwab U.S. Broad Market ETF | 0.1 | 3 | 45 | 5.1 | -55.0 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 0.1 | 25 | 23 | 7.2 | -52.9 |
VTHR | Vanguard Russell 3000 ETF | 0.1 | 7 | 41 | 5.0 | -55.1 |
ESGV | Vanguard ESG U.S. Stock ETF | 0.1 | 9 | 39 | 4.8 | -55.3 |
CVLC | Calvert US Large-Cap Core Responsible Index ETF | 0.1 | 15 | 33 | 5.0 | -55.1 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 0.1 | 15 | 33 | 4.7 | -55.4 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 0.0 | 20 | 28 | 7.1 | -53.1 |
DEUS | Xtrackers Russell US Multifactor ETF | 0.0 | 17 | 31 | 7.1 | -53.1 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.0 | 11 | 37 | 5.0 | -55.1 |
SCHK | Schwab 1000 Index ETF | 0.0 | 5 | 43 | 5.1 | -55.0 |
IYY | iShares Dow Jones U.S. ETF | 0.0 | 20 | 28 | 4.9 | -55.2 |
IWB | iShares Russell 1000 ETF | 0.0 | 15 | 33 | 4.9 | -55.2 |
VONE | Vanguard Russell 1000 ETF | 0.0 | 7 | 41 | 5.0 | -55.1 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 0.0 | 20 | 28 | 7.8 | -52.4 |
VT | Vanguard Total World Stock ETF | 0.0 | 6 | 42 | 6.0 | -54.1 |
SCHX | Schwab U.S. Large-Cap ETF | 0.0 | 3 | 45 | 5.1 | -55.0 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 0.0 | 12 | 36 | 4.6 | -55.5 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.0 | 3 | 45 | 5.2 | -54.9 |
IUSV | iShares Core S&P US Value ETF | 0.0 | 4 | 44 | 6.6 | -53.6 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 0.0 | 21 | 27 | 3.8 | -56.3 |
HKND | Humankind US Stock ETF | 0.0 | 11 | 37 | 7.3 | -52.8 |
IWO | iShares Russell 2000 Growth ETF | 0.0 | 24 | 24 | 1.4 | -58.7 |
VTWG | Vanguard Russell 2000 Growth ETF | 0.0 | 10 | 38 | 1.5 | -58.6 |
PFM | Invesco Dividend Achievers ETF | 0.0 | 53 | -5 | 5.3 | -54.8 |
PKW | Invesco Buyback Achievers ETF | 0.0 | 62 | -14 | 7.4 | -52.7 |
EBI | Longview Advantage ETF | 0.0 | 35 | 13 | 6.8 | -53.3 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 0.0 | 14 | 34 | 5.0 | -55.1 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2024 | 2025E | 2026E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
iShares Mortgage Real Estate ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
SPECULATIVE |
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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