Seem very similar to me. Any bullet points on the material differences?Currently I'm long NLY and adding.
At this point in time they have almost nothing to do with each other.
Noivr has non agencythey are sufferingsee cimrwt is next to get creamed soonivr is labeleld a hybrid because of its non agency holdings.double dip makes them much riskierof course everything is ready to blow up so might not matter in long run,.long live nobody.
NLY is the cream of the crop (pays about 15%+ divvy).IVR now pays over 20%+ divvy, larger than AGNC, as share price <19.00.IVR has been the weak among NLY and AGNC.I had expectations IVR will see 22.00 by next divvy 9/xx/11. Might not get to 21, and just 20. Worse fear is stuck at flash crash 16.48 - 19.00.Also, don't expect NLY go <17.00, even with this equity market correction.No guarantees.