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
MORT
28
HOLDINGS
32%
ALSO IN KBWD
KBWD
42
HOLDINGS
26%
ALSO IN MORT
SECTOR DRIFT (MORT minus KBWD)
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 MORT |
Weight in KBWD |
Overlap | |
|---|---|---|---|---|
 |
DYNEX CAPITAL INC | 4.9% | 3.1% | 3.1% |
|
ARBOR REALTY TRUST INC | 2.8% | 3.3% | 2.8% |
|
AGNC INVESTMENT CORP. | 13.6% | 2.7% | 2.7% |
|
MFA FINANCIAL, INC. | 2.6% | 3.2% | 2.6% |
|
ADAMAS TRUST INC | 2.2% | 2.6% | 2.2% |
MORT Overweight Relative to KBWD
|
ANNALY CAPITAL MANAGEMENT IN | 17.2% |
|
AGNC INVESTMENT CORP. | 10.8% |
|
STARWOOD PROPERTY TRUST INC | 7.1% |
|
NEW RESIDENTIAL INVESTMENT | 6.5% |
|
ELLINGTON FINANCIAL LLC | 4.5% |
|
CAPITAL TRUST-CL A | 4.4% |
|
ARMOUR RESIDENTIAL REIT, INC. | 4.4% |
|
ORCHID ISLAND CAPITAL INC | 4.0% |
|
APOLLO COMMERCIAL REAL ESTAT | 3.3% |
|
TWO HARBORS INVESTMENT CORP. | 3.2% |
MORT Underweight Relative to KBWD
|
NEW MOUNTAIN FINANCE CORP | -4.1% |
|
FS INVESTMENT CORP | -4.1% |
|
PENNANTPARK FLOATING RATE CA | -3.7% |
|
GOLDMAN SACHS BDC, INC | -3.4% |
|
APOLLO INVESTMENT CORP | -3.4% |
|
TCG BDC, INC. | -3.4% |
|
OWL ROCK CAPITAL CORP. | -3.0% |
|
TCP CAPITAL CORP | -2.3% |
|
ALLIANCEBERNSTEIN HOLDING LP | -2.2% |
|
ARTISAN PARTNERS ASSET MA -A | -2.1% |