REM vs. ADFI ETF Comparison
Comparison of iShares Mortgage Real Estate Capped ETF (REM) to Anfield Dynamic Fixed Income ETF (ADFI)
REM
iShares Mortgage Real Estate Capped ETF
REM Description
The investment seeks to track the investment results of an index composed of U.S. real estate investment trusts ("REITs") that hold U.S. residential and commercial mortgages. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the residential and commercial mortgage real estate, mortgage finance and savings associations sectors of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$22.50
Average Daily Volume
279,981
32
ADFI
Anfield Dynamic Fixed Income ETF
ADFI Description
The investment seeks to provide total return with capital preservation as a secondary objective. The fund is an actively managed ETF that is a fund of funds, meaning that it primarily invests its assets in securities of other ETFs. It normally invests at least 80% of its net assets, including any borrowings for investment purposes, in other unaffiliated ETFs that invest in any facet of the global debt markets, including corporate bonds, U.S. government and agency securities, private debt, foreign sovereign bonds, convertible securities, bank loans, asset-backed securities, mortgage-backed securities, and cash equivalent instruments.Grade (RS Rating)
Last Trade
$8.43
Average Daily Volume
23,611
6
Performance
| Period | REM | ADFI |
|---|---|---|
| 30 Days | -0.71% | -0.49% |
| 60 Days | 2.43% | -0.25% |
| 90 Days | 0.83% | -1.52% |
| 12 Months | 20.73% | 1.67% |
0 Overlapping Holdings
| Symbol | Grade | Weight in REM | Weight in ADFI | Overlap |
|---|
REM Overweight 32 Positions Relative to ADFI
| Symbol | Grade | Weight | |
|---|---|---|---|
| NLY | A | 15.89% | |
| AGNC | B | 10.74% | |
| STWD | C | 9.52% | |
| RITM | A | 9.04% | |
| ABR | C | 4.38% | |
| BXMT | F | 4.06% | |
| ARI | F | 3.51% | |
| RC | C | 3.37% | |
| TWO | A | 3.27% | |
| PMT | A | 3.08% | |
| LADR | A | 3.05% | |
| MFA | B | 2.73% | |
| FBRT | B | 2.61% | |
| CIM | D | 2.38% | |
| ARR | C | 2.26% | |
| EFC | C | 2.14% | |
| RWT | D | 2.05% | |
| CMTG | D | 2.03% | |
| BRSP | F | 1.94% | |
| DX | C | 1.66% | |
| KREF | F | 1.4% | |
| NYMT | F | 1.4% | |
| TRTX | A | 1.37% | |
| ORC | B | 1.08% | |
| IVR | C | 1.08% | |
| ACRE | D | 0.89% | |
| REFI | A | 0.64% | |
| GPMT | D | 0.55% | |
| AFCG | B | 0.5% | |
| SEVN | A | 0.41% | |
| AOMR | B | 0.32% | |
| NREF | D | 0.26% |
REM: Top Represented Industries & Keywords
ADFI: Top Represented Industries & Keywords
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