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
36%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
MORT
28
HOLDINGS
60%
ALSO IN SRET
SRET
30
HOLDINGS
50%
ALSO IN MORT
SECTOR DRIFT (MORT 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 MORT |
Weight in SRET |
Overlap | |
|---|---|---|---|---|
 |
ELLINGTON FINANCIAL LLC | 4.9% | 3.3% | 3.3% |
|
LADDER CAPITAL CORP-CLASS A | 4.0% | 3.3% | 3.3% |
|
ANNALY CAPITAL MANAGEMENT IN | 19.4% | 3.2% | 3.2% |
|
NEW RESIDENTIAL INVESTMENT | 6.8% | 3.2% | 3.2% |
|
AGNC INVESTMENT CORP. | 15.4% | 3.0% | 3.0% |
MORT Overweight Relative to SRET
|
ANNALY CAPITAL MANAGEMENT IN | 16.2% |
|
AGNC INVESTMENT CORP. | 12.4% |
|
NEW RESIDENTIAL INVESTMENT | 3.6% |
|
STARWOOD PROPERTY TRUST INC | 3.5% |
|
MFA FINANCIAL, INC. | 2.5% |
|
DYNEX CAPITAL INC | 2.3% |
|
CHIMERA INVESTMENT CORPORATION | 2.3% |
|
CAPITAL TRUST-CL A | 2.2% |
|
ADAMAS TRUST INC | 2.0% |
|
FRANKLIN BSP REALTY TRUST, INC. | 1.9% |
MORT Underweight Relative to SRET
|
APPLE HOSPITALITY REIT INC | -6.2% |
|
LTC PROPERTIES INC | -5.0% |
|
HEALTHCARE REALTY TRUST INC | -4.6% |
|
SABRA HEALTH CARE REIT INC | -4.5% |
|
OMEGA HEALTHCARE INVESTORS | -4.5% |
|
EPR PROPERTIES | -4.5% |
|
KILROY REALTY CORP | -4.1% |
|
GETTY REALTY CORP | -4.0% |
|
BROADSTONE NET LEASE, INC. | -3.8% |
 |
LONDONMETRIC PROPERTY PLC | -3.8% |