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
OVERLAP
10%
OVERLAP
BY WEIGHT
2
# OF OVERLAPPING
HOLDINGS
AKRE
16
HOLDINGS
13%
ALSO IN LBO
LBO
38
HOLDINGS
5%
ALSO IN AKRE
SECTOR DRIFT (AKRE minus LBO)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in AKRE |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
KKR & CO LP | 6.8% | 7.1% | 6.8% |
 |
BROOKFIELD CORP | 10.5% | 3.4% | 3.4% |
AKRE Overweight Relative to LBO
|
MASTERCARD INCORPORATED CLASS A | 12.8% |
|
CONSTELLATION SOFTWARE INC | 10.4% |
|
VISA INC. CLASS A | 8.3% |
|
BROOKFIELD CORP | 7.1% |
|
MOODY'S CORP | 5.9% |
|
ROPER TECHNOLOGIES, INC. | 5.3% |
|
FAIR ISAAC CORP | 5.2% |
|
COSTAR GROUP INC | 5.0% |
|
AIRBNB, INC. CLASS A | 4.4% |
 |
LVMH MOET HENNESSY LOUIS VUI | 3.7% |
AKRE Underweight Relative to LBO
|
ARES CAPITAL CORP | -11.0% |
|
APOLLO GLOBAL MANAGEMENT INC. | -8.2% |
|
HERCULES TECHNOLOGY GROWTH | -7.1% |
|
BLUE OWL CAPITAL INC CLASS A | -5.4% |
|
GOLUB CAPITAL BDC INC | -5.3% |
|
BLACKROCK INC | -5.2% |
|
CARLYLE GROUP/THE | -5.0% |
|
ARES MANAGEMENT LP | -3.9% |
|
BLACKSTONE GROUP LP/THE | -3.6% |
|
BROOKFIELD ASSET MGMT-A | -3.2% |