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
15%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
XSHD
56
HOLDINGS
14%
ALSO IN MORT
MORT
28
HOLDINGS
32%
ALSO IN XSHD
SECTOR DRIFT (XSHD minus MORT)
OVERLAPPING HOLDINGS
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| Company | Weight in XSHD |
Weight in MORT |
Overlap | |
|---|---|---|---|---|
 |
ARBOR REALTY TRUST INC | 2.9% | 3.5% | 2.9% |
|
PENNYMAC MORTGAGE INVESTMENT | 2.3% | 2.4% | 2.3% |
|
ELLINGTON FINANCIAL LLC | 2.3% | 3.5% | 2.3% |
|
FRANKLIN BSP REALTY TRUST, INC. | 2.6% | 2.0% | 2.0% |
|
ADAMAS TRUST INC | 2.2% | 1.7% | 1.7% |
XSHD Overweight Relative to MORT
|
GLOBAL NET LEASE INC | 3.6% |
|
INNOVATIVE INDUSTRIAL PROPERTIES INC | 3.2% |
|
ARMADA HOFFLER PROPERTIES IN | 3.0% |
|
BRANDYWINE REALTY TRUST | 2.9% |
|
DELUXE CORP | 2.9% |
|
ETHAN ALLEN INTERIORS INC | 2.6% |
|
KENNEDY-WILSON HOLDINGS INC | 2.5% |
|
APPLE HOSPITALITY REIT INC | 2.5% |
|
COGENT COMMUNICATIONS HOLDINGS INC | 2.3% |
|
UNIVERSAL HEALTH RLTY INCOME | 2.2% |
XSHD Underweight Relative to MORT
|
ANNALY CAPITAL MANAGEMENT IN | -15.9% |
|
AGNC INVESTMENT CORP. | -14.6% |
|
NEW RESIDENTIAL INVESTMENT | -7.6% |
|
STARWOOD PROPERTY TRUST INC | -7.4% |
|
CAPITAL TRUST-CL A | -5.0% |
|
ARMOUR RESIDENTIAL REIT, INC. | -5.0% |
|
DYNEX CAPITAL INC | -4.6% |
|
LADDER CAPITAL CORP-CLASS A | -3.3% |
|
ORCHID ISLAND CAPITAL INC | -3.2% |
|
APOLLO COMMERCIAL REAL ESTAT | -3.0% |