Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
SRET
28
HOLDINGS
46%
ALSO IN MORT
MORT
27
HOLDINGS
54%
ALSO IN SRET
SECTOR DRIFT (SRET minus MORT)
OVERLAPPING HOLDINGS
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| Company | Weight in SRET |
Weight in MORT |
Overlap | |
|---|---|---|---|---|
 |
ELLINGTON FINANCIAL LLC | 3.6% | 4.6% | 3.6% |
|
ANNALY CAPITAL MANAGEMENT IN | 3.6% | 19.4% | 3.6% |
|
AGNC INVESTMENT CORP. | 3.4% | 15.2% | 3.4% |
|
ARMOUR RESIDENTIAL REIT, INC. | 3.4% | 4.6% | 3.4% |
|
STARWOOD PROPERTY TRUST INC | 3.3% | 7.1% | 3.3% |
SRET Overweight Relative to MORT
|
APPLE HOSPITALITY REIT INC | 4.8% |
|
LTC PROPERTIES INC | 4.3% |
|
BROADSTONE NET LEASE, INC. | 4.2% |
|
HEALTHCARE REALTY TRUST INC | 4.2% |
|
GETTY REALTY CORP | 4.2% |
|
EPR PROPERTIES | 4.2% |
|
SABRA HEALTH CARE REIT INC | 4.2% |
|
OMEGA HEALTHCARE INVESTORS | 4.0% |
|
KILROY REALTY CORP | 3.9% |
 |
LONDONMETRIC PROPERTY PLC | 3.5% |
SRET Underweight Relative to MORT
|
ANNALY CAPITAL MANAGEMENT IN | -15.8% |
|
AGNC INVESTMENT CORP. | -11.8% |
|
NEW RESIDENTIAL INVESTMENT | -4.2% |
|
STARWOOD PROPERTY TRUST INC | -3.7% |
|
ARBOR REALTY TRUST INC | -2.7% |
|
CHIMERA INVESTMENT CORPORATION | -2.6% |
|
MFA FINANCIAL, INC. | -2.5% |
|
ADAMAS TRUST INC | -2.4% |
|
DYNEX CAPITAL INC | -2.0% |
|
PENNYMAC MORTGAGE INVESTMENT | -1.9% |