Fund comparison · from official SEC filings
IWN vs MORT: how much do they overlap?
iShares Russell 2000 Value ETF and VanEck Mortgage REIT Income ETF
vs
Shared holdings
Company
IWN
MORT
D
DXDYNEX CAPITAL INC
0.11%
4.80%
B
BXMTBLACKSTONE MORTGAGE TRU-CL A
0.20%
4.62%
A
ARRARMOUR RESIDENTIAL REIT INC
0.11%
4.28%
O
ORCORCHID ISLAND CAPITAL INC
0.06%
4.16%
E
EFCELLINGTON FINANCIAL INC
0.08%
3.95%
A
ABRARBOR REALTY TRUST INC
0.15%
3.78%
A
ARIAPOLLO COMMERCIAL REAL ESTAT
0.05%
3.21%
T
TWOTWO HARBORS INVESTMENT CORP
0.03%
2.93%
L
LADRLADDER CAPITAL CORP-REIT
0.08%
2.91%
C
CIMCHIMERA INVESTMENT CORP
0.07%
2.63%
M
MFAMFA FINANCIAL INC
0.06%
2.61%
P
PMTPENNYMAC MORTGAGE INVESTMENT
0.07%
2.21%
I
IVRINVESCO MORTGAGE CAPITAL
0.03%
1.89%
A
ADAMADAMAS TRUST INC
0.04%
1.74%
B
BRSPBRIGHTSPIRE CAPITAL INC
0.05%
1.74%
F
FBRTFRANKLIN BSP REALTY TRUST IN
0.06%
1.66%
T
TRTXTPG RE FINANCE TRUST INC
0.04%
1.49%
R
RWTREDWOOD TRUST INC
0.05%
1.39%
K
KREFKKR REAL ESTATE FINANCE TRUS
0.04%
0.84%
A
ACREARES COMMERCIAL REAL ESTATE
0.02%
0.75%
R
REFICHICAGO ATLANTIC REAL ESTATE
0.01%
0.69%
Only in IWN
B
BISXXBCF INSTITUTIONAL-SL AGNCY
8.00%
E
ECHOECHOSTAR CORP-A
0.70%
O
OKLOOKLO INC
0.63%
U
UMBFUMB FINANCIAL CORP
0.53%
J
JXNJACKSON FINANCIAL INC-A
0.49%
F
FLRFLUOR CORP
0.47%
O
ONBOLD NATIONAL BANCORP
0.46%
M
MARAMARA HOLDINGS INC
0.46%
C
CTRECARETRUST REIT INC
0.45%
R
RIOTRIOT PLATFORMS INC
0.45%
C
CADECADENCE BANK
0.44%
C
CMCCOMMERCIAL METALS CO
0.44%
T
THMTAYLOR MORRISON HOME CORP
0.43%
E
ESNTESSENT GROUP LTD
0.42%
C
CDECOEUR MINING INC
0.41%
R
REZIRESIDEO TECHNOLOGIES INC
0.40%
E
EPRTESSENTIAL PROPERTIES REALTY
0.40%
O
ORAORMAT TECHNOLOGIES INC
0.40%
T
TRNOTERRENO REALTY CORP
0.39%
T
TTMITTM TECHNOLOGIES
0.39%
G
GATXGATX CORP
0.39%
C
CYTKCYTOKINETICS INC
0.39%
H
HLHECLA MINING CO
0.38%
T
TXNMTXNM ENERGY INC
0.37%
H
HWCHANCOCK WHITNEY CORP
0.37%
Only in MORT
N
NLYANNALY CAPITAL MANAGEMENT IN
16.61%
A
AGNCAGNC INVESTMENT CORP
13.07%
S
STWDSTARWOOD PROPERTY TRUST INC
7.15%
R
RITMRITHM CAPITAL CORP
6.55%
G
GVMXXSTATE ST INST US GOV MM-PREM
2.35%
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Unwrap your portfolio →Other comparisons you might like
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89% overlap
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79% overlap
IWN vs VTWVVANGUARD RUSSELL 2000 VALUE INDEX FUND
79% overlap
IWN vs IWMiShares Russell 2000 ETF
54% overlap
IWN vs VTWOVANGUARD RUSSELL 2000 INDEX FUND
48% overlap
IWN vs FSSNXFidelity Small Cap Index Fund
47% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.