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
34%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
BIZD
34
HOLDINGS
59%
ALSO IN PEX
PEX
31
HOLDINGS
59%
ALSO IN BIZD
SECTOR DRIFT (BIZD minus PEX)
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 BIZD |
Weight in PEX |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 15.6% | 10.3% | 10.3% |
|
HERCULES TECHNOLOGY GROWTH | 3.2% | 4.8% | 3.2% |
|
MAIN STREET CAPITAL CORP | 3.2% | 7.8% | 3.2% |
|
GOLUB CAPITAL BDC INC | 3.1% | 4.6% | 3.1% |
|
FS INVESTMENT CORP | 3.0% | 4.7% | 3.0% |
BIZD Overweight Relative to PEX
|
OWL ROCK CAPITAL CORP. | 9.1% |
|
ARES CAPITAL CORP | 5.3% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | 1.4% |
|
PENNANTPARK FLOATING RATE CA | 1.2% |
|
TCG BDC, INC. | 1.1% |
|
FIDUS INVESTMENT CORP | 0.9% |
|
BAIN CAPITAL SPECIALTY FINANCE, INC. | 0.8% |
|
GLADSTONE INVESTMENT CORP | 0.7% |
|
TCP CAPITAL CORP | 0.6% |
|
GLADSTONE CAPITAL CORP | 0.6% |
BIZD Underweight Relative to PEX
 |
3I GROUP PLC | -7.6% |
 |
SOFINA | -7.4% |
 |
ONEX CORPORATION | -6.6% |
|
MAIN STREET CAPITAL CORP | -4.7% |
 |
EURAZEO | -4.1% |
|
WENDEL | -3.9% |
 |
HBM HEALTHCARE INVESTMENTS AG | -2.6% |
|
GIMV NV | -2.0% |
|
FS INVESTMENT CORP | -1.7% |
|
HERCULES TECHNOLOGY GROWTH | -1.6% |