Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
20%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
KBWD
42
HOLDINGS
26%
ALSO IN MORT
MORT
28
HOLDINGS
32%
ALSO IN KBWD
SECTOR DRIFT (KBWD minus MORT)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in KBWD |
Weight in MORT |
Overlap | |
|---|---|---|---|---|
 |
AGNC INVESTMENT CORP. | 3.8% | 14.0% | 3.8% |
|
DYNEX CAPITAL INC | 3.6% | 4.5% | 3.6% |
|
MFA FINANCIAL, INC. | 3.0% | 2.6% | 2.6% |
|
ARBOR REALTY TRUST INC | 2.5% | 3.8% | 2.5% |
|
PENNYMAC MORTGAGE INVESTMENT | 2.9% | 2.4% | 2.4% |
KBWD Overweight Relative to MORT
|
GOLDMAN SACHS BDC, INC | 3.2% |
|
TCP CAPITAL CORP | 3.1% |
|
FS INVESTMENT CORP | 2.9% |
|
PENNANTPARK FLOATING RATE CA | 2.7% |
|
TCG BDC, INC. | 2.6% |
|
NEW MOUNTAIN FINANCE CORP | 2.6% |
|
PENNANTPARK INVESTMENT CORP | 2.6% |
|
APOLLO INVESTMENT CORP | 2.5% |
|
OWL ROCK CAPITAL CORP. | 2.3% |
|
WESTERN UNION CO | 2.3% |
KBWD Underweight Relative to MORT
|
ANNALY CAPITAL MANAGEMENT IN | -17.1% |
|
AGNC INVESTMENT CORP. | -10.3% |
|
STARWOOD PROPERTY TRUST INC | -7.5% |
|
NEW RESIDENTIAL INVESTMENT | -7.3% |
|
ARMOUR RESIDENTIAL REIT, INC. | -4.7% |
|
CAPITAL TRUST-CL A | -4.6% |
|
ORCHID ISLAND CAPITAL INC | -4.1% |
|
ELLINGTON FINANCIAL LLC | -3.7% |
|
LADDER CAPITAL CORP-CLASS A | -3.1% |
|
APOLLO COMMERCIAL REAL ESTAT | -2.9% |