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
7
Number of overlapping holdings
22.6%
% of KBWD's 42 holdings also in REM
28.0%
% of REM's 33 holdings also in KBWD
Overlap by Weight
Sector Drift (KBWD minus REM)
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 REM |
Overlap | |
|---|---|---|---|---|
 |
AGNC INVESTMENT CORP. | 3.8% | 14.5% | 3.8% |
|
PENNYMAC MORTGAGE INVESTMENT | 3.1% | 2.8% | 2.8% |
|
ELLINGTON FINANCIAL LLC | 3.3% | 2.7% | 2.7% |
|
DYNEX CAPITAL INC | 3.9% | 2.6% | 2.6% |
|
ARBOR REALTY TRUST INC | 2.3% | 3.7% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
KBWD Overweight Relative to REM
|
FS INVESTMENT CORP | 3.2% |
|
PENNANTPARK INVESTMENT CORP | 3.2% |
|
TCP CAPITAL CORP | 3.1% |
|
GOLDMAN SACHS BDC, INC | 3.1% |
|
FIDUS INVESTMENT CORP | 2.9% |
|
PENNANTPARK FLOATING RATE CA | 2.6% |
|
TCG BDC, INC. | 2.6% |
|
NEW MOUNTAIN FINANCE CORP | 2.5% |
|
APOLLO INVESTMENT CORP | 2.4% |
|
TRIANGLE CAPITAL CORP | 2.3% |
KBWD Underweight Relative to REM
|
STARWOOD PROPERTY TRUST INC | -11.4% |
|
AGNC INVESTMENT CORP. | -10.8% |
|
CAPITAL TRUST-CL A | -4.8% |
|
NEW RESIDENTIAL INVESTMENT | -4.6% |
|
APOLLO COMMERCIAL REAL ESTAT | -3.0% |
|
LADDER CAPITAL CORP-CLASS A | -3.0% |
|
FRANKLIN BSP REALTY TRUST, INC. | -2.4% |
|
REDWOOD TRUST INC | -1.8% |
|
BRIGHTSPIRE CAPITAL INC | -1.5% |
|
ARBOR REALTY TRUST INC | -1.4% |