Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SRET
30
HOLDINGS
37%
ALSO IN MORT
MORT
28
HOLDINGS
44%
ALSO IN SRET
SECTOR DRIFT (SRET minus MORT)
OVERLAPPING HOLDINGS
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| Company | Weight in SRET |
Weight in MORT |
Overlap | |
|---|---|---|---|---|
 |
ANNALY CAPITAL MANAGEMENT IN | 3.5% | 15.9% | 3.5% |
|
ELLINGTON FINANCIAL LLC | 3.4% | 3.5% | 3.4% |
|
DYNEX CAPITAL INC | 3.3% | 4.6% | 3.3% |
|
AGNC INVESTMENT CORP. | 3.3% | 14.6% | 3.3% |
|
NEW RESIDENTIAL INVESTMENT | 3.0% | 7.6% | 3.0% |
SRET Overweight Relative to MORT
 |
GROWTHPOINT PROPERTIES LTD | 4.6% |
 |
CAPITAMALL TRUST | 3.8% |
|
MAPLETREE COMMERCIAL TRUST | 3.8% |
|
WP CAREY INC | 3.8% |
|
OMEGA HEALTHCARE INVESTORS | 3.8% |
|
BROADSTONE NET LEASE, INC. | 3.5% |
 |
LINK REIT | 3.5% |
|
ASCENDAS REAL ESTATE INV TRT | 3.4% |
 |
SMARTCENTRES REAL ESTATE INVESTMENT | 3.4% |
|
EPR PROPERTIES | 3.4% |
SRET Underweight Relative to MORT
|
ANNALY CAPITAL MANAGEMENT IN | -12.4% |
|
AGNC INVESTMENT CORP. | -11.3% |
|
CAPITAL TRUST-CL A | -5.0% |
|
NEW RESIDENTIAL INVESTMENT | -4.6% |
|
STARWOOD PROPERTY TRUST INC | -4.5% |
|
ARBOR REALTY TRUST INC | -3.5% |
|
CHIMERA INVESTMENT CORPORATION | -2.5% |
|
TWO HARBORS INVESTMENT CORP. | -2.5% |
|
MFA FINANCIAL, INC. | -2.4% |
|
ARMOUR RESIDENTIAL REIT, INC. | -2.2% |