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
11%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
KBWD
42
HOLDINGS
26%
ALSO IN BIZD
BIZD
37
HOLDINGS
36%
ALSO IN KBWD
SECTOR DRIFT (KBWD minus BIZD)
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 KBWD |
Weight in BIZD |
Overlap | |
|---|---|---|---|---|
 |
FS INVESTMENT CORP | 4.1% | 3.1% | 3.1% |
|
OWL ROCK CAPITAL CORP. | 3.0% | 8.6% | 3.0% |
|
APOLLO INVESTMENT CORP | 3.4% | 1.1% | 1.1% |
|
GOLDMAN SACHS BDC, INC | 3.4% | 1.0% | 1.0% |
|
PENNANTPARK FLOATING RATE CA | 3.7% | 0.9% | 0.9% |
KBWD Overweight Relative to BIZD
|
NEW MOUNTAIN FINANCE CORP | 3.3% |
|
ARBOR REALTY TRUST INC | 3.3% |
|
MFA FINANCIAL, INC. | 3.2% |
|
DYNEX CAPITAL INC | 3.1% |
|
PENNYMAC MORTGAGE INVESTMENT | 2.9% |
|
PENNANTPARK FLOATING RATE CA | 2.8% |
|
AGNC INVESTMENT CORP. | 2.7% |
|
ADAMAS TRUST INC | 2.6% |
|
TCG BDC, INC. | 2.6% |
|
REDWOOD TRUST INC | 2.5% |
KBWD Underweight Relative to BIZD
|
ARES CAPITAL CORP | -14.7% |
|
MAIN STREET CAPITAL CORP | -7.0% |
|
OWL ROCK CAPITAL CORP. | -5.6% |
|
GOLUB CAPITAL BDC INC | -3.2% |
|
HERCULES TECHNOLOGY GROWTH | -2.9% |
|
TPG SPECIALTY LENDING, INC. | -1.8% |
|
CAPITAL SOUTHWEST CORP | -1.5% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | -1.1% |
|
PROSPECT CAPITAL CORP | -0.9% |
|
TRIANGLE CAPITAL CORP | -0.9% |