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
20%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
LBO
35
HOLDINGS
29%
ALSO IN PEX
PEX
31
HOLDINGS
45%
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 | 10.4% | 9.7% | 9.7% |
|
HERCULES TECHNOLOGY GROWTH | 5.2% | 4.3% | 4.3% |
|
TPG SPECIALTY LENDING, INC. | 1.8% | 2.7% | 1.8% |
|
APOLLO INVESTMENT CORP | 1.8% | 1.3% | 1.3% |
|
GOLUB CAPITAL BDC INC | 1.0% | 4.4% | 1.0% |
LBO Overweight Relative to PEX
|
APOLLO GLOBAL MANAGEMENT INC. | 10.1% |
|
ARES MANAGEMENT LP | 8.0% |
|
KKR & CO LP | 7.3% |
|
BLUE OWL CAPITAL INC CLASS A | 6.7% |
|
BLACKROCK INC | 5.4% |
 |
BROOKFIELD ASSET MGMT-A | 4.2% |
|
CARLYLE GROUP/THE | 4.1% |
|
BLACKSTONE GROUP LP/THE | 3.9% |
|
COMPASS DIVERSIFIED HOLDINGS | 3.8% |
|
TPG INC | 3.5% |
LBO Underweight Relative to PEX
 |
3I GROUP PLC | -9.8% |
 |
SOFINA | -8.5% |
|
ONEX CORPORATION | -7.6% |
|
MAIN STREET CAPITAL CORP | -6.5% |
|
FS INVESTMENT CORP | -4.4% |
 |
WENDEL | -3.8% |
|
EURAZEO | -3.7% |
|
GOLUB CAPITAL BDC INC | -3.4% |
 |
HBM HEALTHCARE INVESTMENTS AG | -2.5% |
|
DRAPER ESPRIT PLC | -2.3% |