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
35%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
LBO
38
HOLDINGS
27%
ALSO IN AAUM
AAUM
25
HOLDINGS
42%
ALSO IN LBO
SECTOR DRIFT (LBO minus AAUM)
OVERLAPPING HOLDINGS
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| Company | Weight in LBO |
Weight in AAUM |
Overlap | |
|---|---|---|---|---|
 |
CARLYLE GROUP/THE | 5.0% | 5.1% | 5.0% |
|
APOLLO GLOBAL MANAGEMENT INC. | 8.2% | 4.8% | 4.8% |
|
KKR & CO LP | 7.1% | 4.7% | 4.7% |
|
BLUE OWL CAPITAL INC CLASS A | 5.4% | 4.0% | 4.0% |
|
ARES MANAGEMENT LP | 3.9% | 4.6% | 3.9% |
LBO Overweight Relative to AAUM
|
ARES CAPITAL CORP | 11.0% |
|
HERCULES TECHNOLOGY GROWTH | 7.1% |
|
GOLUB CAPITAL BDC INC | 5.3% |
|
BLACKROCK INC | 5.2% |
|
APOLLO GLOBAL MANAGEMENT INC. | 3.4% |
|
COMPASS DIVERSIFIED HOLDINGS | 2.7% |
|
KKR & CO LP | 2.4% |
|
TPG SPECIALTY LENDING, INC. | 1.9% |
|
APOLLO INVESTMENT CORP | 1.7% |
|
BLUE OWL CAPITAL INC CLASS A | 1.4% |
LBO Underweight Relative to AAUM
 |
INTERMEDIATE CAPITAL GROUP PLC | -5.7% |
 |
EQT AB | -5.3% |
 |
PARTNERS GROUP HOLDING AG | -5.1% |
|
HAMILTON LANE INCORPORATED CLASS A | -3.8% |
|
AFFILIATED MANAGERS GROUP | -3.8% |
 |
SOFINA | -3.5% |
 |
ONEX CORPORATION | -3.2% |
|
COHEN & STEERS INC | -3.1% |
|
STEPSTONE GROUP, INC. CLASS A | -2.8% |
|
BROOKFIELD CORP | -2.4% |