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
19%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
MORT
28
HOLDINGS
28%
ALSO IN KBWD
KBWD
43
HOLDINGS
23%
ALSO IN MORT
SECTOR DRIFT (MORT minus KBWD)
OVERLAPPING HOLDINGS
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| Company | Weight in MORT |
Weight in KBWD |
Overlap | |
|---|---|---|---|---|
 |
AGNC INVESTMENT CORP. | 14.6% | 3.8% | 3.8% |
|
DYNEX CAPITAL INC | 4.6% | 3.5% | 3.5% |
|
ELLINGTON FINANCIAL LLC | 3.5% | 3.3% | 3.3% |
|
MFA FINANCIAL, INC. | 2.4% | 2.8% | 2.4% |
|
PENNYMAC MORTGAGE INVESTMENT | 2.4% | 2.6% | 2.4% |
MORT Overweight Relative to KBWD
|
ANNALY CAPITAL MANAGEMENT IN | 15.9% |
|
AGNC INVESTMENT CORP. | 10.8% |
|
NEW RESIDENTIAL INVESTMENT | 7.6% |
|
STARWOOD PROPERTY TRUST INC | 7.4% |
|
CAPITAL TRUST-CL A | 5.0% |
|
ARMOUR RESIDENTIAL REIT, INC. | 5.0% |
|
LADDER CAPITAL CORP-CLASS A | 3.3% |
|
ORCHID ISLAND CAPITAL INC | 3.2% |
|
APOLLO COMMERCIAL REAL ESTAT | 3.0% |
|
CHIMERA INVESTMENT CORPORATION | 2.5% |
MORT Underweight Relative to KBWD
|
PENNANTPARK INVESTMENT CORP | -3.2% |
|
GOLDMAN SACHS BDC, INC | -2.9% |
|
FIDUS INVESTMENT CORP | -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% |
|
TRIANGLE CAPITAL CORP | -2.2% |
|
ALLIANCEBERNSTEIN HOLDING LP | -2.1% |