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
20
# OF OVERLAPPING
HOLDINGS
LBO
39
HOLDINGS
51%
ALSO IN BIZD
BIZD
37
HOLDINGS
91%
ALSO IN LBO
SECTOR DRIFT (LBO 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 LBO |
Weight in BIZD |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 10.2% | 14.7% | 10.2% |
|
GOLUB CAPITAL BDC INC | 5.5% | 3.2% | 3.2% |
|
HERCULES TECHNOLOGY GROWTH | 4.8% | 2.9% | 2.9% |
|
TPG SPECIALTY LENDING, INC. | 1.7% | 1.8% | 1.7% |
|
OWL ROCK CAPITAL CORP. | 1.5% | 8.6% | 1.5% |
LBO Overweight Relative to BIZD
|
APOLLO GLOBAL MANAGEMENT INC. | 9.5% |
|
KKR & CO LP | 7.3% |
|
ARES MANAGEMENT LP | 6.5% |
|
BLUE OWL CAPITAL INC CLASS A | 4.9% |
|
BLACKROCK INC | 4.8% |
 |
BROOKFIELD ASSET MGMT-A | 4.2% |
|
CARLYLE GROUP/THE | 4.1% |
|
COMPASS DIVERSIFIED HOLDINGS | 3.8% |
|
BLACKSTONE GROUP LP/THE | 3.5% |
|
BROOKFIELD CORP | 3.3% |
LBO Underweight Relative to BIZD
|
OWL ROCK CAPITAL CORP. | -7.1% |
|
MAIN STREET CAPITAL CORP | -6.1% |
|
ARES CAPITAL CORP | -4.6% |
|
FS INVESTMENT CORP | -3.0% |
|
CAPITAL SOUTHWEST CORP | -1.4% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | -1.1% |
|
GOLDMAN SACHS BDC, INC | -1.0% |
|
PENNANTPARK FLOATING RATE CA | -0.9% |
|
PROSPECT CAPITAL CORP | -0.8% |
|
TCG BDC, INC. | -0.8% |