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
32.0%
% of MORT's 28 holdings also in KBWD
25.0%
% of KBWD's 41 holdings also in MORT
Overlap by Weight
Sector Drift (MORT minus KBWD)
Overlapping Holdings
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| Company | Weight in MORT |
Weight in KBWD |
Overlap | |
|---|---|---|---|---|
 |
AGNC INVESTMENT CORP. | 11.3% | 3.7% | 3.7% |
|
READY CAPITAL CORPORATION | 3.3% | 3.8% | 3.3% |
|
DYNEX CAPITAL INC | 3.1% | 3.0% | 3.0% |
|
APOLLO COMMERCIAL REAL ESTAT | 3.0% | 3.4% | 3.0% |
|
MFA FINANCIAL, INC. | 2.9% | 3.2% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
MORT Overweight Relative to KBWD
|
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% |
MORT Underweight Relative to KBWD
|
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% |