VanEck Mortgage REIT Income ETF offers high yields near 20% after sharp selloff, seen as a high-risk income opportunity.

The VanEck Mortgage REIT Income ETF (MORT) has experienced a sharp price decline, bringing it near its 52-week lows. Despite the selloff, it offers an attractive 30-day SEC yield above 15% and a distribution yield close to 20%, driven by concentrated holdings in mortgage REITs like Annaly and AGNC. These holdings have shown resilience in Q2 book values and earnings, making the ETF appealing for investors seeking high income with the acceptance of significant risks including equity, leverage, and dividend volatility. The current low price presents a potential entry point for those willing to take on high risk for income and possible price recovery upside.

Following the recent drop in mortgage REITs highlighted in the news, Annaly Capital Management (NLY) is trading at USD 20.73 with a slight gain of 0.63% as of Sep 29, 2026 03:01 WIB on Pluang. AGNC Investment Corp (AGNC) is priced at USD 9.45, down 1.77% at the same time, with investors showing a 74% buy interest on Pluang. Both stocks maintain dividend yields near 15%, reflecting ongoing investor appetite for income despite price volatility.