Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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8
Number of overlapping holdings
25.0%
% of KBWD's 41 holdings also in MORT
32.0%
% of MORT's 28 holdings also in KBWD
Overlap by Weight
Sector Drift (KBWD 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 KBWD |
Weight in MORT |
Overlap | |
|---|---|---|---|---|
 |
AGNC INVESTMENT CORP. | 3.7% | 11.3% | 3.7% |
|
READY CAPITAL CORPORATION | 3.8% | 3.3% | 3.3% |
|
DYNEX CAPITAL INC | 3.0% | 3.1% | 3.0% |
|
APOLLO COMMERCIAL REAL ESTAT | 3.4% | 3.0% | 3.0% |
|
MFA FINANCIAL, INC. | 3.2% | 2.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
KBWD Overweight Relative to MORT
|
PROSPECT CAPITAL CORP | 3.0% |
|
EAGLE BANCORP INC | 2.9% |
|
PENNANTPARK INVESTMENT CORP | 2.9% |
|
FS INVESTMENT CORP | 2.9% |
|
TCP CAPITAL CORP | 2.8% |
|
TPG RE FINANCE TRUST, INC. | 2.7% |
|
FIDUS INVESTMENT CORP | 2.7% |
|
GOLDMAN SACHS BDC, INC | 2.7% |
|
ARES COMMERCIAL REAL ESTATE | 2.6% |
|
WASHINGTON TRUST BANCORP | 2.5% |
KBWD Underweight Relative to MORT
|
ANNALY CAPITAL MANAGEMENT IN | -12.9% |
|
STARWOOD PROPERTY TRUST INC | -8.8% |
|
AGNC INVESTMENT CORP. | -7.6% |
|
NEW RESIDENTIAL INVESTMENT | -7.4% |
|
ARBOR REALTY TRUST INC | -5.1% |
|
CAPITAL TRUST-CL A | -5.1% |
|
HANNON ARMSTRONG SUSTAINABLE | -4.2% |
|
LADDER CAPITAL CORP-CLASS A | -3.9% |
|
CHIMERA INVESTMENT CORPORATION | -3.3% |
|
TWO HARBORS INVESTMENT CORP. | -3.0% |