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
23.0%
% of SDIV's 104 holdings also in MORT
92.0%
% of MORT's 28 holdings also in SDIV
Overlap by Weight
Sector Drift (SDIV minus MORT)
Overlapping Holdings
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| Company | Weight in SDIV |
Weight in MORT |
Overlap | |
|---|---|---|---|---|
 |
STARWOOD PROPERTY TRUST INC | 1.0% | 9.2% | 1.0% |
|
ELLINGTON FINANCIAL LLC | 1.0% | 3.3% | 1.0% |
|
PENNYMAC MORTGAGE INVESTMENT | 1.0% | 2.8% | 1.0% |
|
CAPITAL TRUST-CL A | 0.9% | 5.2% | 0.9% |
|
NEW YORK MORTGAGE TRUST INC | 0.9% | 1.5% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
SDIV Overweight Relative to MORT
 |
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% |
SDIV Underweight Relative to MORT
|
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% |