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
30%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
FBDC
22
HOLDINGS
80%
ALSO IN LBO
LBO
38
HOLDINGS
32%
ALSO IN FBDC
SECTOR DRIFT (FBDC 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 FBDC |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 10.5% | 11.0% | 10.5% |
|
HERCULES TECHNOLOGY GROWTH | 9.6% | 7.1% | 7.1% |
|
GOLUB CAPITAL BDC INC | 8.9% | 5.3% | 5.3% |
|
TPG SPECIALTY LENDING, INC. | 8.1% | 1.9% | 1.9% |
|
APOLLO INVESTMENT CORP | 2.8% | 1.7% | 1.7% |
FBDC Overweight Relative to LBO
|
MAIN STREET CAPITAL CORP | 12.0% |
|
TPG SPECIALTY LENDING, INC. | 6.2% |
|
OWL ROCK CAPITAL CORP. | 5.8% |
|
NEW MOUNTAIN FINANCE CORP | 4.4% |
|
TRIANGLE CAPITAL CORP | 4.1% |
|
GOLUB CAPITAL BDC INC | 3.6% |
|
FS INVESTMENT CORP | 3.6% |
|
CAPITAL SOUTHWEST CORP | 3.1% |
|
HERCULES TECHNOLOGY GROWTH | 2.5% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | 2.1% |
FBDC Underweight Relative to LBO
|
APOLLO GLOBAL MANAGEMENT INC. | -8.2% |
|
KKR & CO LP | -7.1% |
|
BLUE OWL CAPITAL INC CLASS A | -5.4% |
|
BLACKROCK INC | -5.2% |
|
CARLYLE GROUP/THE | -5.0% |
|
ARES MANAGEMENT LP | -3.9% |
|
BLACKSTONE GROUP LP/THE | -3.6% |
 |
BROOKFIELD CORP | -3.4% |
|
BROOKFIELD ASSET MGMT-A | -3.2% |
|
COMPASS DIVERSIFIED HOLDINGS | -2.7% |