Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
88.0%
% of MORT's 28 holdings also in RIET
31.4%
% of RIET's 70 holdings also in MORT
Overlap by Weight
Sector Drift (MORT minus RIET)
Overlapping Holdings
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| Company | Weight in MORT |
Weight in RIET |
Overlap | |
|---|---|---|---|---|
 |
ANNALY CAPITAL MANAGEMENT IN | 15.0% | 1.6% | 1.6% |
|
NEW RESIDENTIAL INVESTMENT | 8.9% | 1.6% | 1.6% |
|
AGNC INVESTMENT CORP. | 11.6% | 1.5% | 1.5% |
|
STARWOOD PROPERTY TRUST INC | 9.7% | 1.4% | 1.4% |
|
ORCHID ISLAND CAPITAL INC | 1.3% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
MORT Overweight Relative to RIET
|
ANNALY CAPITAL MANAGEMENT IN | 13.4% |
|
AGNC INVESTMENT CORP. | 10.1% |
|
STARWOOD PROPERTY TRUST INC | 8.3% |
|
NEW RESIDENTIAL INVESTMENT | 7.3% |
|
HANNON ARMSTRONG SUSTAINABLE | 5.6% |
|
ARBOR REALTY TRUST INC | 3.3% |
|
CAPITAL TRUST-CL A | 3.3% |
|
LADDER CAPITAL CORP-CLASS A | 2.4% |
|
READY CAPITAL CORPORATION | 2.4% |
|
REDWOOD TRUST INC | 2.0% |
MORT Underweight Relative to RIET
|
HEALTHPEAK PROPERTIES, INC. | -3.0% |
|
SL GREEN REALTY CORP | -1.8% |
|
TPG RE FINANCE TRUST, INC. | -1.7% |
|
SIMON PROPERTY GROUP INC | -1.7% |
|
HIGHWOODS PROPERTIES INC | -1.7% |
|
EQUITY RESIDENTIAL | -1.7% |
|
ALEXANDRIA REAL ESTATE EQUIT | -1.6% |
|
EXTRA SPACE STORAGE INC | -1.6% |
|
BOSTON PROPERTIES INC | -1.6% |
|
KILROY REALTY CORP | -1.6% |