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
24%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
LBO
38
HOLDINGS
51%
ALSO IN BIZD
BIZD
34
HOLDINGS
86%
ALSO IN LBO
SECTOR DRIFT (LBO minus BIZD)
OVERLAPPING HOLDINGS
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| Company | Weight in LBO |
Weight in BIZD |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 11.0% | 15.1% | 11.0% |
|
GOLUB CAPITAL BDC INC | 5.3% | 2.9% | 2.9% |
|
HERCULES TECHNOLOGY GROWTH | 7.1% | 2.6% | 2.6% |
|
TPG SPECIALTY LENDING, INC. | 1.9% | 2.1% | 1.9% |
|
APOLLO INVESTMENT CORP | 1.7% | 1.2% | 1.2% |
LBO Overweight Relative to BIZD
|
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% |
|
HERCULES TECHNOLOGY GROWTH | 4.5% |
|
ARES MANAGEMENT LP | 3.9% |
|
BLACKSTONE GROUP LP/THE | 3.6% |
 |
BROOKFIELD CORP | 3.4% |
|
BROOKFIELD ASSET MGMT-A | 3.2% |
LBO Underweight Relative to BIZD
|
OWL ROCK CAPITAL CORP. | -8.8% |
|
ARES CAPITAL CORP | -4.0% |
|
FS INVESTMENT CORP | -2.3% |
|
MAIN STREET CAPITAL CORP | -2.1% |
|
CAPITAL SOUTHWEST CORP | -1.6% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | -1.3% |
|
GOLDMAN SACHS BDC, INC | -1.3% |
|
PENNANTPARK FLOATING RATE CA | -1.1% |
|
TCG BDC, INC. | -1.0% |
|
NEW MOUNTAIN FINANCE CORP | -0.8% |