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
44%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
LBO
39
HOLDINGS
28%
ALSO IN GPZ
GPZ
26
HOLDINGS
61%
ALSO IN LBO
SECTOR DRIFT (LBO minus GPZ)
OVERLAPPING HOLDINGS
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| Company | Weight in LBO |
Weight in GPZ |
Overlap | |
|---|---|---|---|---|
 |
APOLLO GLOBAL MANAGEMENT INC. | 9.5% | 8.7% | 8.7% |
|
KKR & CO LP | 7.3% | 9.9% | 7.3% |
|
ARES MANAGEMENT LP | 6.5% | 5.0% | 5.0% |
 |
BROOKFIELD ASSET MGMT-A | 4.2% | 6.9% | 4.2% |
|
CARLYLE GROUP/THE | 4.1% | 3.9% | 3.9% |
LBO Overweight Relative to GPZ
|
ARES CAPITAL CORP | 10.2% |
|
GOLUB CAPITAL BDC INC | 5.5% |
|
BLACKROCK INC | 4.8% |
|
HERCULES TECHNOLOGY GROWTH | 4.8% |
|
COMPASS DIVERSIFIED HOLDINGS | 3.8% |
|
APOLLO INVESTMENT CORP | 1.8% |
|
TPG SPECIALTY LENDING, INC. | 1.7% |
|
BLUE OWL CAPITAL INC CLASS A | 1.7% |
|
ARES MANAGEMENT LP | 1.5% |
|
OWL ROCK CAPITAL CORP. | 1.5% |
LBO Underweight Relative to GPZ
|
BROOKFIELD CORP | -8.8% |
|
BLACKSTONE GROUP LP/THE | -8.2% |
 |
INTERMEDIATE CAPITAL GROUP PLC | -5.0% |
 |
EQT AB | -4.7% |
|
ONEX CORPORATION | -4.4% |
 |
PARTNERS GROUP HOLDING AG | -4.1% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.7% |
 |
EURAZEO | -2.9% |
|
BROOKFIELD ASSET MGMT-A | -2.8% |
|
KKR & CO LP | -2.6% |