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
12%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
KBWD
42
HOLDINGS
13%
ALSO IN SRET
SRET
30
HOLDINGS
13%
ALSO IN KBWD
SECTOR DRIFT (KBWD minus SRET)
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 SRET |
Overlap | |
|---|---|---|---|---|
 |
ELLINGTON FINANCIAL LLC | 3.3% | 3.3% | 3.3% |
|
AGNC INVESTMENT CORP. | 3.8% | 3.1% | 3.1% |
|
DYNEX CAPITAL INC | 3.5% | 3.1% | 3.1% |
|
PENNYMAC MORTGAGE INVESTMENT | 2.6% | 3.0% | 2.6% |
KBWD Overweight Relative to SRET
|
PENNANTPARK INVESTMENT CORP | 3.2% |
|
GOLDMAN SACHS BDC, INC | 2.9% |
|
FIDUS INVESTMENT CORP | 2.8% |
|
MFA FINANCIAL, INC. | 2.8% |
|
TCP CAPITAL CORP | 2.7% |
|
FS INVESTMENT CORP | 2.5% |
|
PENNANTPARK FLOATING RATE CA | 2.4% |
|
APOLLO INVESTMENT CORP | 2.4% |
|
NEW MOUNTAIN FINANCE CORP | 2.4% |
|
ARBOR REALTY TRUST INC | 2.3% |
KBWD Underweight Relative to SRET
 |
LINK REIT | -4.0% |
 |
CAPITAMALL TRUST | -3.8% |
 |
GROWTHPOINT PROPERTIES LTD | -3.8% |
|
WP CAREY INC | -3.7% |
|
MAPLETREE COMMERCIAL TRUST | -3.7% |
|
APOLLO COMMERCIAL REAL ESTAT | -3.6% |
|
BROADSTONE NET LEASE, INC. | -3.6% |
 |
SMARTCENTRES REAL ESTATE INVESTMENT | -3.5% |
|
OMEGA HEALTHCARE INVESTORS | -3.5% |
|
EPR PROPERTIES | -3.5% |