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
25%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
LBO
39
HOLDINGS
31%
ALSO IN PEX
PEX
31
HOLDINGS
55%
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 | 10.2% | 9.9% | 9.9% |
|
HERCULES TECHNOLOGY GROWTH | 4.8% | 4.5% | 4.5% |
|
GOLUB CAPITAL BDC INC | 5.5% | 4.5% | 4.5% |
|
APOLLO INVESTMENT CORP | 1.8% | 1.8% | 1.8% |
|
TPG SPECIALTY LENDING, INC. | 1.7% | 3.0% | 1.7% |
LBO Overweight Relative to PEX
|
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 PEX
 |
3I GROUP PLC | -9.4% |
|
ONEX CORPORATION | -8.0% |
 |
SOFINA | -6.9% |
|
MAIN STREET CAPITAL CORP | -6.5% |
|
FS INVESTMENT CORP | -4.4% |
 |
EURAZEO | -4.0% |
|
WENDEL | -3.8% |
 |
HBM HEALTHCARE INVESTMENTS AG | -2.7% |
|
CAPITAL SOUTHWEST CORP | -2.3% |
|
GIMV NV | -2.2% |