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
18%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
KBWD
39
HOLDINGS
28%
ALSO IN MORT
MORT
28
HOLDINGS
32%
ALSO IN KBWD
SECTOR DRIFT (KBWD minus MORT)
OVERLAPPING HOLDINGS
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| Company | Weight in KBWD |
Weight in MORT |
Overlap | |
|---|---|---|---|---|
 |
DYNEX CAPITAL INC | 3.8% | 5.2% | 3.8% |
|
AGNC INVESTMENT CORP. | 3.2% | 14.9% | 3.2% |
|
MFA FINANCIAL, INC. | 3.5% | 2.6% | 2.6% |
|
ADAMAS TRUST INC | 2.4% | 2.2% | 2.2% |
|
PENNYMAC MORTGAGE INVESTMENT | 3.9% | 2.1% | 2.1% |
KBWD Overweight Relative to MORT
|
APOLLO INVESTMENT CORP | 3.9% |
|
FS INVESTMENT CORP | 3.7% |
|
PENNANTPARK FLOATING RATE CA | 3.6% |
|
NEW MOUNTAIN FINANCE CORP | 3.5% |
|
WESTERN UNION CO | 3.3% |
|
GOLDMAN SACHS BDC, INC | 3.2% |
|
TCG BDC, INC. | 3.1% |
|
OWL ROCK CAPITAL CORP. | 2.9% |
|
TCP CAPITAL CORP | 2.8% |
|
ALLIANCEBERNSTEIN HOLDING LP | 2.6% |
KBWD Underweight Relative to MORT
|
ANNALY CAPITAL MANAGEMENT IN | -18.5% |
|
AGNC INVESTMENT CORP. | -11.7% |
|
NEW RESIDENTIAL INVESTMENT | -6.8% |
|
STARWOOD PROPERTY TRUST INC | -6.2% |
|
ELLINGTON FINANCIAL LLC | -4.9% |
|
CAPITAL TRUST-CL A | -4.5% |
|
ARMOUR RESIDENTIAL REIT, INC. | -4.3% |
|
ORCHID ISLAND CAPITAL INC | -4.1% |
|
LADDER CAPITAL CORP-CLASS A | -4.0% |
|
CHIMERA INVESTMENT CORPORATION | -2.6% |