Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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23
Number of overlapping holdings
92.0%
% of MORT's 28 holdings also in RIET
33.3%
% of RIET's 69 holdings also in MORT
Overlap by Weight
Sector Drift (MORT minus RIET)
Overlapping Holdings
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| Company | Weight in MORT |
Weight in RIET |
Overlap | |
|---|---|---|---|---|
 |
ANNALY CAPITAL MANAGEMENT IN | 15.4% | 1.6% | 1.6% |
|
NEW RESIDENTIAL INVESTMENT | 7.8% | 1.6% | 1.6% |
|
STARWOOD PROPERTY TRUST INC | 8.6% | 1.6% | 1.6% |
|
AGNC INVESTMENT CORP. | 12.8% | 1.5% | 1.5% |
|
TWO HARBORS INVESTMENT CORP. | 3.2% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
MORT Overweight Relative to RIET
|
ANNALY CAPITAL MANAGEMENT IN | 13.8% |
|
AGNC INVESTMENT CORP. | 11.2% |
|
STARWOOD PROPERTY TRUST INC | 7.1% |
|
NEW RESIDENTIAL INVESTMENT | 6.2% |
|
CAPITAL TRUST-CL A | 3.6% |
|
ARBOR REALTY TRUST INC | 3.4% |
|
CHIMERA INVESTMENT CORPORATION | 2.7% |
|
LADDER CAPITAL CORP-CLASS A | 2.4% |
|
DYNEX CAPITAL INC | 2.2% |
|
ARMOUR RESIDENTIAL REIT, INC. | 1.9% |
MORT Underweight Relative to RIET
|
MEDICAL PROPERTIES TRUST INC | -1.8% |
|
WP CAREY INC | -1.7% |
|
VICI PROPERTIES INC | -1.6% |
|
GAMING AND LEISURE PROPERTIE | -1.6% |
|
REALTY INCOME CORP | -1.6% |
|
CROWN CASTLE INTL CORP | -1.6% |
|
HEALTHCARE REALTY TRUST INC | -1.5% |
|
NATIONAL RETAIL PROPERTIES | -1.5% |
|
SABRA HEALTH CARE REIT INC | -1.5% |
|
OMEGA HEALTHCARE INVESTORS | -1.5% |