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
23
Number of overlapping holdings
33.3%
% of RIET's 69 holdings also in MORT
92.0%
% of MORT's 28 holdings also in RIET
Overlap by Weight
Sector Drift (RIET minus MORT)
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 RIET |
Weight in MORT |
Overlap | |
|---|---|---|---|---|
 |
STARWOOD PROPERTY TRUST INC | 1.6% | 9.2% | 1.6% |
|
NEW RESIDENTIAL INVESTMENT | 1.6% | 8.1% | 1.6% |
|
ANNALY CAPITAL MANAGEMENT IN | 1.6% | 15.4% | 1.6% |
|
AGNC INVESTMENT CORP. | 1.5% | 13.2% | 1.5% |
|
CAPITAL TRUST-CL A | 1.3% | 5.2% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
RIET Overweight Relative to MORT
|
WP CAREY INC | 1.8% |
|
MEDICAL PROPERTIES TRUST INC | 1.7% |
|
VICI PROPERTIES INC | 1.7% |
|
REALTY INCOME CORP | 1.7% |
|
OMEGA HEALTHCARE INVESTORS | 1.7% |
|
SABRA HEALTH CARE REIT INC | 1.7% |
|
GAMING AND LEISURE PROPERTIE | 1.7% |
|
CROWN CASTLE INTL CORP | 1.6% |
|
NATIONAL RETAIL PROPERTIES | 1.6% |
|
HEALTHCARE REALTY TRUST INC | 1.6% |
RIET Underweight Relative to MORT
|
ANNALY CAPITAL MANAGEMENT IN | -13.8% |
|
AGNC INVESTMENT CORP. | -11.7% |
|
STARWOOD PROPERTY TRUST INC | -7.6% |
|
NEW RESIDENTIAL INVESTMENT | -6.5% |
|
CAPITAL TRUST-CL A | -3.9% |
|
ARBOR REALTY TRUST INC | -3.6% |
|
CHIMERA INVESTMENT CORPORATION | -2.6% |
|
LADDER CAPITAL CORP-CLASS A | -2.4% |
|
DYNEX CAPITAL INC | -2.3% |
|
ELLINGTON FINANCIAL LLC | -2.0% |