Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
43%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
FBDC
22
HOLDINGS
80%
ALSO IN PEX
PEX
31
HOLDINGS
55%
ALSO IN FBDC
SECTOR DRIFT (FBDC minus PEX)
OVERLAPPING HOLDINGS
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| Company | Weight in FBDC |
Weight in PEX |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 10.5% | 10.3% | 10.3% |
|
MAIN STREET CAPITAL CORP | 13.0% | 7.8% | 7.8% |
|
HERCULES TECHNOLOGY GROWTH | 9.6% | 4.8% | 4.8% |
|
GOLUB CAPITAL BDC INC | 8.9% | 4.6% | 4.6% |
|
FS INVESTMENT CORP | 3.7% | 4.7% | 3.7% |
FBDC Overweight Relative to PEX
|
OWL ROCK CAPITAL CORP. | 5.8% |
|
MAIN STREET CAPITAL CORP | 5.1% |
|
HERCULES TECHNOLOGY GROWTH | 4.9% |
|
TPG SPECIALTY LENDING, INC. | 4.8% |
|
GOLUB CAPITAL BDC INC | 4.3% |
|
TRIANGLE CAPITAL CORP | 3.7% |
|
NEW MOUNTAIN FINANCE CORP | 3.4% |
|
BAIN CAPITAL SPECIALTY FINANCE, INC. | 2.7% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | 2.1% |
|
CAPITAL SOUTHWEST CORP | 1.3% |
FBDC Underweight Relative to PEX
 |
3I GROUP PLC | -7.6% |
 |
SOFINA | -7.4% |
 |
ONEX CORPORATION | -6.6% |
 |
EURAZEO | -4.1% |
|
WENDEL | -3.9% |
 |
HBM HEALTHCARE INVESTMENTS AG | -2.6% |
|
GIMV NV | -2.0% |
|
PROSPECT CAPITAL CORP | -1.6% |
 |
RATOS AB-B SHS | -1.2% |
|
FS INVESTMENT CORP | -1.0% |