Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
30%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
LBO
36
HOLDINGS
37%
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 | 10.4% | 10.3% | 10.3% |
|
HERCULES TECHNOLOGY GROWTH | 8.1% | 4.8% | 4.8% |
|
GOLUB CAPITAL BDC INC | 5.2% | 4.6% | 4.6% |
|
TPG SPECIALTY LENDING, INC. | 1.9% | 3.3% | 1.9% |
|
PROSPECT CAPITAL CORP | 1.5% | 1.6% | 1.5% |
LBO Overweight Relative to PEX
|
APOLLO GLOBAL MANAGEMENT INC. | 8.4% |
|
KKR & CO LP | 8.3% |
|
BLUE OWL CAPITAL INC CLASS A | 7.4% |
|
BLACKSTONE GROUP LP/THE | 5.1% |
|
CARLYLE GROUP/THE | 4.6% |
|
BLACKROCK INC | 4.0% |
|
ARES MANAGEMENT LP | 3.7% |
|
HERCULES TECHNOLOGY GROWTH | 3.3% |
|
HAMILTON LANE INCORPORATED CLASS A | 1.9% |
|
STEPSTONE GROUP, INC. CLASS A | 1.6% |
LBO Underweight Relative to PEX
 |
3I GROUP PLC | -7.6% |
 |
SOFINA | -7.4% |
|
MAIN STREET CAPITAL CORP | -6.8% |
 |
ONEX CORPORATION | -6.6% |
 |
EURAZEO | -4.1% |
|
WENDEL | -3.9% |
|
FS INVESTMENT CORP | -3.3% |
 |
HBM HEALTHCARE INVESTMENTS AG | -2.6% |
|
GIMV NV | -2.0% |
|
CAPITAL SOUTHWEST CORP | -1.4% |