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
9
Number of overlapping holdings
23.7%
% of KBWD's 42 holdings also in REM
34.6%
% of REM's 32 holdings also in KBWD
Overlap by Weight
Sector Drift (KBWD minus REM)
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 REM |
Overlap | |
|---|---|---|---|---|
 |
AGNC INVESTMENT CORP. | 3.8% | 11.0% | 3.8% |
|
APOLLO COMMERCIAL REAL ESTAT | 2.9% | 3.5% | 2.9% |
|
MFA FINANCIAL, INC. | 2.9% | 2.7% | 2.7% |
|
READY CAPITAL CORPORATION | 2.6% | 3.2% | 2.6% |
|
DYNEX CAPITAL INC | 3.1% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
KBWD Overweight Relative to REM
|
ARMOUR RESIDENTIAL REIT, INC. | 6.5% |
|
B. RILEY FINANCIAL, INC. | 4.2% |
|
ANNALY CAPITAL MANAGEMENT IN | 3.3% |
|
FIDUS INVESTMENT CORP | 3.1% |
|
TRIPLEPOINT VENTURE GROWTH BDC CORP. | 3.0% |
|
TPG RE FINANCE TRUST, INC. | 3.0% |
|
FS INVESTMENT CORP | 2.9% |
|
PENNANTPARK INVESTMENT CORP | 2.9% |
|
PROSPECT CAPITAL CORP | 2.7% |
|
GOLDMAN SACHS BDC, INC | 2.7% |
KBWD Underweight Relative to REM
|
STARWOOD PROPERTY TRUST INC | -9.8% |
|
NEW RESIDENTIAL INVESTMENT | -9.0% |
|
AGNC INVESTMENT CORP. | -7.2% |
|
ARBOR REALTY TRUST INC | -4.3% |
|
CAPITAL TRUST-CL A | -4.0% |
|
PENNYMAC MORTGAGE INVESTMENT | -3.1% |
|
LADDER CAPITAL CORP-CLASS A | -3.1% |
|
FRANKLIN BSP REALTY TRUST, INC. | -2.6% |
|
CHIMERA INVESTMENT CORPORATION | -2.5% |
|
REDWOOD TRUST INC | -2.1% |