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
11
Number of overlapping holdings
28.9%
% of KBWD's 42 holdings also in SDIV
10.9%
% of SDIV's 104 holdings also in KBWD
Overlap by Weight
Sector Drift (KBWD minus SDIV)
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 SDIV |
Overlap | |
|---|---|---|---|---|
 |
B. RILEY FINANCIAL, INC. | 4.2% | 1.2% | 1.2% |
|
NEW YORK MORTGAGE TRUST INC | 2.3% | 1.0% | 1.0% |
|
ELLINGTON FINANCIAL LLC | 1.0% | 1.0% | 1.0% |
|
READY CAPITAL CORPORATION | 2.6% | 1.0% | 1.0% |
|
KKR REAL ESTATE FINANCE TRUST INC. | 2.3% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
KBWD Overweight Relative to SDIV
|
ARMOUR RESIDENTIAL REIT, INC. | 6.5% |
|
TPG RE FINANCE TRUST, INC. | 4.4% |
|
FIDUS INVESTMENT CORP | 3.1% |
|
B. RILEY FINANCIAL, INC. | 3.0% |
|
TRIPLEPOINT VENTURE GROWTH BDC CORP. | 3.0% |
|
FS INVESTMENT CORP | 2.9% |
|
PENNANTPARK INVESTMENT CORP | 2.9% |
|
AGNC INVESTMENT CORP. | 2.8% |
|
PROSPECT CAPITAL CORP | 2.7% |
|
GOLDMAN SACHS BDC, INC | 2.7% |
KBWD Underweight Relative to SDIV
 |
LUFAX HOLDING LIMITED SPONSORED ADR | -1.7% |
 |
YUE YUEN INDUSTRIAL HLDG | -1.5% |
 |
SOLVAY SA | -1.3% |
|
SITC INTERNATIONAL HOLDINGS | -1.3% |
 |
REGIONAL CONTAINER LINE-NVDR | -1.2% |
 |
MFE-MEDIAFOREUROPE NV CLASS A | -1.2% |
|
BERRY PETROLEUM CORPORATION | -1.2% |
 |
BW LPG LTD | -1.2% |
 |
AVANCE GAS HOLDING LTD. | -1.2% |
 |
GRUPO EMPRESARIAL ENCE SA | -1.1% |