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
23
Number of overlapping holdings
23.0%
% of SDIV's 104 holdings also in MORT
92.0%
% of MORT's 28 holdings also in SDIV
Overlap by Weight
Sector Drift (SDIV minus MORT)
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 SDIV |
Weight in MORT |
Overlap | |
|---|---|---|---|---|
 |
STARWOOD PROPERTY TRUST INC | 1.0% | 9.2% | 1.0% |
|
CAPITAL TRUST-CL A | 1.0% | 5.3% | 1.0% |
|
NEW YORK MORTGAGE TRUST INC | 0.9% | 1.5% | 0.9% |
|
DYNEX CAPITAL INC | 0.9% | 3.6% | 0.9% |
|
ANNALY CAPITAL MANAGEMENT IN | 0.9% | 15.2% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
SDIV Overweight Relative to MORT
 |
MARFRIG ALIMENTOS SA | 1.5% |
 |
PROXIMUS SA DE DROIT PUBLIC | 1.5% |
 |
SES | 1.4% |
 |
OPAP SA | 1.3% |
 |
ENAGAS | 1.3% |
 |
PHOENIX GROUP HOLDINGS | 1.3% |
 |
C&D INTERNATIONAL INVESTMENT GROUP L | 1.3% |
 |
CHONGQING RURAL COMMERCIAL-H | 1.2% |
|
KERRY PROPERTIES LTD | 1.2% |
|
SUN ART RETAIL GROUP LTD | 1.2% |
SDIV Underweight Relative to MORT
|
ANNALY CAPITAL MANAGEMENT IN | -14.3% |
|
AGNC INVESTMENT CORP. | -11.9% |
|
STARWOOD PROPERTY TRUST INC | -8.2% |
|
NEW RESIDENTIAL INVESTMENT | -7.3% |
|
CAPITAL TRUST-CL A | -4.3% |
|
LADDER CAPITAL CORP-CLASS A | -3.7% |
|
DYNEX CAPITAL INC | -2.7% |
|
ARMOUR RESIDENTIAL REIT, INC. | -2.2% |
|
TWO HARBORS INVESTMENT CORP. | -2.1% |
|
CHIMERA INVESTMENT CORPORATION | -1.8% |