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
12.5%
% of XSHD's 56 holdings also in MORT
28.0%
% of MORT's 28 holdings also in XSHD
Overlap by Weight
Sector Drift (XSHD minus MORT)
Overlapping Holdings
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| Company | Weight in XSHD |
Weight in MORT |
Overlap | |
|---|---|---|---|---|
 |
APOLLO COMMERCIAL REAL ESTAT | 2.7% | 3.0% | 2.7% |
|
CAPITAL TRUST-CL A | 2.6% | 5.2% | 2.6% |
|
PENNYMAC MORTGAGE INVESTMENT | 2.6% | 2.8% | 2.6% |
|
ELLINGTON FINANCIAL LLC | 2.6% | 3.3% | 2.6% |
|
READY CAPITAL CORPORATION | 2.2% | 2.3% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
XSHD Overweight Relative to MORT
|
GLOBAL NET LEASE INC | 3.4% |
|
UNIVERSAL HEALTH RLTY INCOME | 3.2% |
|
CLEARWAY ENERGY, INC. CLASS C | 2.9% |
|
LTC PROPERTIES INC | 2.8% |
|
UNIVERSAL CORP/VA | 2.6% |
|
INNOVATIVE INDUSTRIAL PROPERTIES INC | 2.5% |
|
HIGHWOODS PROPERTIES INC | 2.5% |
|
AVISTA CORP | 2.5% |
|
EASTERLY GOVERNMENT PROPERTIES, INC. | 2.5% |
|
BRANDYWINE REALTY TRUST | 2.3% |
XSHD Underweight Relative to MORT
|
ANNALY CAPITAL MANAGEMENT IN | -15.4% |
|
AGNC INVESTMENT CORP. | -13.2% |
|
STARWOOD PROPERTY TRUST INC | -9.2% |
|
NEW RESIDENTIAL INVESTMENT | -8.1% |
|
LADDER CAPITAL CORP-CLASS A | -3.7% |
|
DYNEX CAPITAL INC | -3.6% |
|
TWO HARBORS INVESTMENT CORP. | -3.0% |
|
ARMOUR RESIDENTIAL REIT, INC. | -3.0% |
|
CHIMERA INVESTMENT CORPORATION | -2.6% |
|
ARBOR REALTY TRUST INC | -2.6% |