Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
LBO
38
HOLDINGS
35%
ALSO IN PEX
PEX
31
HOLDINGS
59%
ALSO IN LBO
SECTOR DRIFT (LBO minus PEX)
OVERLAPPING HOLDINGS
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| Company | Weight in LBO |
Weight in PEX |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 11.0% | 10.3% | 10.3% |
|
HERCULES TECHNOLOGY GROWTH | 7.1% | 4.8% | 4.8% |
|
GOLUB CAPITAL BDC INC | 5.3% | 4.6% | 4.6% |
|
TPG SPECIALTY LENDING, INC. | 1.9% | 3.3% | 1.9% |
|
APOLLO INVESTMENT CORP | 1.7% | 1.7% | 1.7% |
LBO Overweight Relative to PEX
|
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% |
|
ARES MANAGEMENT LP | 3.9% |
|
BLACKSTONE GROUP LP/THE | 3.6% |
 |
BROOKFIELD CORP | 3.4% |
|
BROOKFIELD ASSET MGMT-A | 3.2% |
|
HERCULES TECHNOLOGY GROWTH | 2.3% |
LBO Underweight Relative to PEX
 |
3I GROUP PLC | -7.6% |
 |
SOFINA | -7.4% |
|
MAIN STREET CAPITAL CORP | -6.8% |
|
ONEX CORPORATION | -6.6% |
|
FS INVESTMENT CORP | -4.6% |
 |
EURAZEO | -4.1% |
|
WENDEL | -3.9% |
 |
HBM HEALTHCARE INVESTMENTS AG | -2.6% |
|
GIMV NV | -2.0% |
|
CAPITAL SOUTHWEST CORP | -1.9% |