Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
BIZD
34
HOLDINGS
86%
ALSO IN LBO
LBO
36
HOLDINGS
54%
ALSO IN BIZD
SECTOR DRIFT (BIZD minus LBO)
OVERLAPPING HOLDINGS
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| Company | Weight in BIZD |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 15.6% | 10.4% | 10.4% |
|
HERCULES TECHNOLOGY GROWTH | 3.2% | 8.1% | 3.2% |
|
GOLUB CAPITAL BDC INC | 3.1% | 5.2% | 3.1% |
|
TPG SPECIALTY LENDING, INC. | 2.5% | 1.9% | 1.9% |
|
FS INVESTMENT CORP | 3.0% | 1.3% | 1.3% |
BIZD Overweight Relative to LBO
|
OWL ROCK CAPITAL CORP. | 9.1% |
|
ARES CAPITAL CORP | 5.2% |
|
MAIN STREET CAPITAL CORP | 2.1% |
|
FS INVESTMENT CORP | 1.7% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | 1.4% |
|
CAPITAL SOUTHWEST CORP | 1.1% |
|
GOLDMAN SACHS BDC, INC | 1.0% |
|
PENNANTPARK FLOATING RATE CA | 0.9% |
|
FIDUS INVESTMENT CORP | 0.8% |
|
TCG BDC, INC. | 0.8% |
BIZD Underweight Relative to LBO
|
APOLLO GLOBAL MANAGEMENT INC. | -8.4% |
|
KKR & CO LP | -8.3% |
|
BLUE OWL CAPITAL INC CLASS A | -7.4% |
|
BLACKSTONE GROUP LP/THE | -5.1% |
|
HERCULES TECHNOLOGY GROWTH | -4.9% |
|
CARLYLE GROUP/THE | -4.6% |
|
BLACKROCK INC | -4.0% |
|
ARES MANAGEMENT LP | -3.7% |
|
GOLUB CAPITAL BDC INC | -2.1% |
|
HAMILTON LANE INCORPORATED CLASS A | -1.9% |