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 SDIV
23.0%
% of SDIV's 104 holdings also in MORT
Overlap by Weight
Sector Drift (MORT minus SDIV)
Overlapping Holdings
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| Company | Weight in MORT |
Weight in SDIV |
Overlap | |
|---|---|---|---|---|
 |
STARWOOD PROPERTY TRUST INC | 9.2% | 1.0% | 1.0% |
|
ELLINGTON FINANCIAL LLC | 3.3% | 1.0% | 1.0% |
|
PENNYMAC MORTGAGE INVESTMENT | 2.8% | 1.0% | 1.0% |
|
CAPITAL TRUST-CL A | 5.2% | 0.9% | 0.9% |
|
NEW YORK MORTGAGE TRUST INC | 1.5% | 0.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
MORT Overweight Relative to SDIV
|
ANNALY CAPITAL MANAGEMENT IN | 14.5% |
|
AGNC INVESTMENT CORP. | 12.3% |
|
STARWOOD PROPERTY TRUST INC | 8.2% |
|
NEW RESIDENTIAL INVESTMENT | 7.2% |
|
CAPITAL TRUST-CL A | 4.3% |
|
ARBOR REALTY TRUST INC | 3.8% |
|
LADDER CAPITAL CORP-CLASS A | 3.7% |
|
DYNEX CAPITAL INC | 2.7% |
|
ELLINGTON FINANCIAL LLC | 2.4% |
|
ARMOUR RESIDENTIAL REIT, INC. | 2.2% |
MORT Underweight Relative to SDIV
 |
MARFRIG ALIMENTOS SA | -1.5% |
 |
SES | -1.5% |
 |
PROXIMUS SA DE DROIT PUBLIC | -1.4% |
 |
OPAP SA | -1.3% |
 |
C&D INTERNATIONAL INVESTMENT GROUP L | -1.3% |
 |
ENAGAS | -1.3% |
 |
SUN ART RETAIL GROUP LTD | -1.3% |
|
KERRY PROPERTIES LTD | -1.2% |
 |
PHOENIX GROUP HOLDINGS | -1.2% |
|
CHONGQING RURAL COMMERCIAL-H | -1.2% |