REM
iShares Mortgage Real Estate ETF
iShares Mortgage Real Estate ETF (REM) is an exchange-traded fund that provides investors with exposure to alternative assets and thematic strategies. It carries an expense ratio of 0.48%. The fund offers a dividend yield of approximately 9.80%. The portfolio holds 35 securities.
Category
Alternative Investment
Dividend Yield
9.8%
Expense Ratio
0.48%
Holdings
35
Top Holdings
Key Features
- •High dividend strategy
- •Mortgage-backed bond based
- •Sensitive to short-term rates
- •Monthly dividend track record
Advantages
- •High dividend yield
- •Expanded alternative asset exposure
- •Benefits during falling interest rates
- •Enhanced portfolio cash flow
Risks
- •Potential capital loss during rate spikes
- •Leverage structure risk
- •Dividend volatility
- •Regulatory change impact
Rebalancing Strategy
Review monthly dividend reinvestment and limit allocation within 5% of portfolio.
Related Investment Guides
Related Market Analysis
REM Investment Analysis
REM (iShares Mortgage Real Estate ETF) is a Alternative Investment ETF comprising 35 holdings. It has an expense ratio of 0.48% and a dividend yield of 9.8%. The expense ratio is relatively high, so consider costs relative to returns.
With a 9.8% dividend yield, it is ideal for income investing. Reinvesting dividends can maximize the compounding effect.
REM can play an important role in your portfolio. Due to its concentrated nature, consider combining it with other ETFs for diversification.
US ETF Investment Notes
A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.
Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.
Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.