미국 ETF/주식REMETF

iShares Mortgage Real Estate ETF 계산기

REM is an ETF profile used to attach reviewed context to calculator entry flows.

비중을 볼 때 확인할 점

  • Used to provide reviewed context in portfolio calculator entry flows.
  • Check exposure, costs, and overlap before using it in a portfolio.

리밸런싱 전 리스크

  • It can lose value depending on market conditions.
  • Costs, concentration, and tracking behavior should be reviewed before use.

계산기에서 확인하는 순서

  1. 1.iShares Mortgage Real Estate ETF를 포트폴리오에 추가합니다.
  2. 2.보유 수량, 현금, 목표 비중을 입력합니다.
  3. 3.목표보다 과대·과소 편입인지 보고 매수·매도 필요 수량을 확인합니다.

비중 계산 기준

리밸런싱 계산기는 iShares Mortgage Real Estate ETF의 현재 평가금액, 포트폴리오 현금, 다른 보유 종목의 평가금액을 함께 놓고 목표 비중과의 차이를 계산합니다. 실제 주문 수량은 현재가, 환율, 거래 수수료, 최소 주문 단위에 따라 달라질 수 있으므로 결과를 주문 전 점검용으로 사용하세요.

이 페이지를 쓰는 상황

신규 매수 전 목표 비중을 정하거나, iShares Mortgage Real Estate ETF 비중이 커진 뒤 일부를 줄일지 확인할 때 유용합니다. 여러 종목을 함께 보유한다면 단일 수익률보다 전체 포트폴리오에서 차지하는 비중과 변동성 기여도를 먼저 확인하는 편이 안전합니다.

Alternative Investment

REM

iShares Mortgage Real Estate ETF

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Price Chart

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

Dividend History

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Top Holdings

1Annaly Capital Management
2AGNC Investment
3Starwood Property Trust
4Blackstone Mortgage Trust
5Arbor Realty Trust

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.

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.

Need to rebalance your portfolio?Go to Rebalancing Calculator