Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
28.0%
% of MORT's 28 holdings also in XSHD
12.5%
% of XSHD's 56 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 | |
|---|---|---|---|---|
 |
APOLLO COMMERCIAL REAL ESTAT | 3.0% | 2.8% | 2.8% |
|
PENNYMAC MORTGAGE INVESTMENT | 2.9% | 2.8% | 2.8% |
|
ELLINGTON FINANCIAL LLC | 3.2% | 2.6% | 2.6% |
|
CAPITAL TRUST-CL A | 5.0% | 2.6% | 2.6% |
|
FRANKLIN BSP REALTY TRUST, INC. | 2.7% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
MORT Overweight Relative to XSHD
|
ANNALY CAPITAL MANAGEMENT IN | 15.4% |
|
AGNC INVESTMENT CORP. | 12.8% |
|
STARWOOD PROPERTY TRUST INC | 8.6% |
|
NEW RESIDENTIAL INVESTMENT | 7.8% |
|
LADDER CAPITAL CORP-CLASS A | 3.6% |
|
DYNEX CAPITAL INC | 3.5% |
|
TWO HARBORS INVESTMENT CORP. | 3.2% |
|
ARMOUR RESIDENTIAL REIT, INC. | 3.1% |
|
CHIMERA INVESTMENT CORPORATION | 2.7% |
|
MFA FINANCIAL, INC. | 2.6% |
MORT Underweight Relative to XSHD
|
GLOBAL NET LEASE INC | -3.4% |
|
UNIVERSAL HEALTH RLTY INCOME | -3.1% |
|
INNOVATIVE INDUSTRIAL PROPERTIES INC | -2.9% |
|
EASTERLY GOVERNMENT PROPERTIES, INC. | -2.8% |
|
CLEARWAY ENERGY, INC. CLASS C | -2.7% |
|
BRANDYWINE REALTY TRUST | -2.6% |
|
LTC PROPERTIES INC | -2.5% |
|
HIGHWOODS PROPERTIES INC | -2.4% |
|
UNIVERSAL CORP/VA | -2.4% |
|
ARMADA HOFFLER PROPERTIES IN | -2.3% |