Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
20.0%
% of MORT's 28 holdings also in XSHD
9.8%
% of XSHD's 51 holdings also in MORT
Overlap by Weight
Sector Drift (MORT minus XSHD)
Overlapping Holdings
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| Company | Weight in MORT |
Weight in XSHD |
Overlap | |
|---|---|---|---|---|
 |
CAPITAL TRUST-CL A | 5.1% | 3.5% | 3.5% |
|
APOLLO COMMERCIAL REAL ESTAT | 3.0% | 2.9% | 2.9% |
|
ELLINGTON FINANCIAL LLC | 2.9% | 3.3% | 2.9% |
|
READY CAPITAL CORPORATION | 3.3% | 2.6% | 2.6% |
|
KKR REAL ESTATE FINANCE TRUST INC. | 1.8% | 3.4% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
MORT Overweight Relative to XSHD
|
ANNALY CAPITAL MANAGEMENT IN | 12.9% |
|
AGNC INVESTMENT CORP. | 11.3% |
|
STARWOOD PROPERTY TRUST INC | 8.8% |
|
NEW RESIDENTIAL INVESTMENT | 7.4% |
|
ARBOR REALTY TRUST INC | 5.1% |
|
HANNON ARMSTRONG SUSTAINABLE | 4.2% |
|
LADDER CAPITAL CORP-CLASS A | 3.9% |
|
CHIMERA INVESTMENT CORPORATION | 3.3% |
|
DYNEX CAPITAL INC | 3.1% |
|
TWO HARBORS INVESTMENT CORP. | 3.0% |
MORT Underweight Relative to XSHD
|
KENNEDY-WILSON HOLDINGS INC | -3.4% |
|
COGENT COMMUNICATIONS HOLDINGS INC | -3.2% |
|
HIGHWOODS PROPERTIES INC | -3.1% |
|
EASTERLY GOVERNMENT PROPERTIES, INC. | -2.9% |
|
GLOBAL NET LEASE INC | -2.9% |
|
UNIVERSAL CORP/VA | -2.6% |
|
CLEARWAY ENERGY, INC. CLASS C | -2.6% |
|
FRESH DEL MONTE PRODUCE INC | -2.2% |
|
NORTHWEST NATURAL GAS CO | -2.1% |
|
CVR ENERGY INC | -2.1% |