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
12
Number of overlapping holdings
48.0%
% of MORT's 28 holdings also in SRET
40.0%
% of SRET's 30 holdings also in MORT
Overlap by Weight
Sector Drift (MORT minus SRET)
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 MORT |
Weight in SRET |
Overlap | |
|---|---|---|---|---|
 |
LADDER CAPITAL CORP-CLASS A | 3.9% | 3.5% | 3.5% |
|
NEW RESIDENTIAL INVESTMENT | 7.4% | 3.4% | 3.4% |
|
STARWOOD PROPERTY TRUST INC | 8.8% | 3.3% | 3.3% |
|
ANNALY CAPITAL MANAGEMENT IN | 12.9% | 3.3% | 3.3% |
|
DYNEX CAPITAL INC | 3.1% | 3.4% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
MORT Overweight Relative to SRET
|
ANNALY CAPITAL MANAGEMENT IN | 9.6% |
|
AGNC INVESTMENT CORP. | 8.5% |
|
STARWOOD PROPERTY TRUST INC | 5.5% |
|
ARBOR REALTY TRUST INC | 5.1% |
|
CAPITAL TRUST-CL A | 5.1% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.2% |
|
NEW RESIDENTIAL INVESTMENT | 4.0% |
|
CHIMERA INVESTMENT CORPORATION | 3.3% |
|
TWO HARBORS INVESTMENT CORP. | 3.0% |
|
APOLLO COMMERCIAL REAL ESTAT | 3.0% |
MORT Underweight Relative to SRET
|
NATL HEALTH INVESTORS INC | -4.7% |
|
OMEGA HEALTHCARE INVESTORS | -4.7% |
|
SABRA HEALTH CARE REIT INC | -4.3% |
|
LTC PROPERTIES INC | -4.0% |
|
GETTY REALTY CORP | -3.8% |
 |
FONCIERE DES REGIONS | -3.6% |
|
GAMING AND LEISURE PROPERTIE | -3.5% |
|
HEALTHCARE REALTY TRUST INC | -3.4% |
|
BROADSTONE NET LEASE, INC. | -3.4% |
 |
GROWTHPOINT PROPERTIES LTD | -3.4% |