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REM vs VUS

Shared holdings
6
REM covered by VUS
6.96%
VUS covered by REM
6.96%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 35 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

REM (March 31, 2026)

SecurityWeight
ANNALY CAPITAL MGMT INC REIT22.16%
AGNC INVESTMENT CORP14.49%
STARWOOD PROPERTY TRUST INC7.78%
BLACKSTONE MORTGAGE TR CL A4.68%
RITHM CAPITAL CORP4.61%
DYNEX CAPITAL4.46%
ARMOUR RESIDENTIAL REIT INC4.16%
ARBOR REALTY TRUST INC3.31%
APOLLO COMMERCIA3.26%
ELLINGTON FINANCIAL INC3.19%
ORCHID ISLAND CAPITAL INC2.87%
TWO HBRS INVT CORP2.63%
LADDER CAPITAL CORP CL A2.46%
CHIMERA INVESTMENT CORP2.26%
PENNYMAC MORTGAGE INV TRUST2.25%
MFA FINANCIAL INC2.18%
BRIGHTSPIRE CAPITAL INC1.59%
REDWOOD TRUST INC REIT1.57%
FRANKLIN BSP REALTY TRUST INC1.53%
NEW YORK MTGE1.38%
INVESCO MORTGAGE CAPITAL INC1.37%
TPG RE FINANCE TRUST INC1.23%
KKR REAL ESTATE FINANCE TRUST INC0.74%
ARES COMMERCIAL REAL ESTATE CO0.56%
READY CAPITAL CORP0.52%
CLAROS MORTGAGE TRUST INC0.48%
TPG MORTGAGE INVESTMENT TRUST INC0.46%
CHICAGO ATLANTIC0.45%
SEVEN HILLS REALTY TRUST0.40%
ACRES COMMERCIAL REALTY CORP0.26%
ANGEL OAK MORTGAGE REIT INC0.26%
NEXPOINT REAL ESTATE FINANCE0.20%
BLACKROCK GLOBAL0.10%
BLACKROCK CASH FUNDS0.10%
WHEAT (CBT)0.02%

VUS (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP5.68%
APPLE INC4.55%
MICROSOFT CORP3.80%
AMAZON.COM INC3.30%
MICRON TECHNOLOGY INC2.78%
LAM RESEARCH CORP2.45%
BROADCOM INC2.28%
JOHNSON&JOHNSON1.94%
ANALOG DEVICES INC1.58%
ALPHABET INC CL A1.57%
ANNALY CAPITAL MGMT INC REIT1.47%
ORCHID ISLAND CAPITAL INC1.47%
ABBVIE INC1.47%
SANDISK CORPORATION1.47%
DYNEX CAPITAL1.45%
WHEATON PRECIOUS METALS CORP1.44%
KIMBELL ROYALTY PARTNERS LP 0.000000001.42%
AMPHENOL CORPORATION CL A1.32%
PFIZER INC1.31%
AMGEN INC1.28%
CISCO SYSTEMS INC1.28%
ALLIANCEBERNSTEIN HOLDING LP1.27%
US BANCORP DEL1.26%
ALPHABET INC CL C1.22%
COMFORT SYSTEMS USA INC1.20%
S&P GLOBAL INC1.19%
META PLATFORMS INC CL A1.18%
MONOLITHIC POWER SYS INC1.18%
BRISTOL-MYERS SQUIBB CO1.17%
TORM PLC-A1.16%
AGNICO EAGLE MINES LTD1.14%
ARISTA NETWORKS INC1.13%
ALTRIA GROUP INC1.12%
NVENT ELECTRIC PLC1.11%
AMETEK INC NEW1.11%
ZOOM VIDEO COMMUNICATIONS INC CL A1.06%
AGNC INVESTMENT CORP1.03%
BROOKFIELD INFRASTRUCTURE PARTNERS LP (CAD)1.03%
EDISON INTL1.02%
ICAHN ENTERPRISES LP1.00%
BANK OF NEW YORK MELLON CORP0.99%
Global Ship Lease, Inc., Class A0.98%
MAGNA INTL0.98%
L3HARRIS TECHNOLOGIES INC0.98%
SPOK HOLDINGS INC0.98%
EMCOR GROUP INC0.97%
REGIONS FINANCIAL CORP0.97%
WESTERN MIDSTREAM PARTNERS LP MLP0.97%
ALLSTATE CORPORATION0.95%
ROKU INC CLASS A0.93%

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