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
SRET
30
HOLDINGS
13%
ALSO IN KBWD
KBWD
42
HOLDINGS
13%
ALSO IN SRET
SECTOR DRIFT (SRET minus KBWD)
OVERLAPPING HOLDINGS
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| Company | Weight in SRET |
Weight in KBWD |
Overlap | |
|---|---|---|---|---|
 |
ELLINGTON FINANCIAL LLC | 3.3% | 3.3% | 3.3% |
|
AGNC INVESTMENT CORP. | 3.1% | 3.8% | 3.1% |
|
DYNEX CAPITAL INC | 3.1% | 3.5% | 3.1% |
|
PENNYMAC MORTGAGE INVESTMENT | 3.0% | 2.6% | 2.6% |
SRET Overweight Relative to KBWD
 |
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% |
SRET Underweight Relative to KBWD
|
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% |