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
13%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
NYNY
50
HOLDINGS
12%
ALSO IN LBO
LBO
35
HOLDINGS
17%
ALSO IN NYNY
SECTOR DRIFT (NYNY minus LBO)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in NYNY |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
BLACKROCK INC | 4.1% | 4.8% | 4.1% |
|
BLACKSTONE GROUP LP/THE | 3.1% | 4.1% | 3.1% |
|
KKR & CO LP | 2.2% | 7.7% | 2.2% |
|
APOLLO GLOBAL MANAGEMENT INC. | 1.8% | 10.7% | 1.8% |
|
ARES CAPITAL CORP | 1.0% | 10.1% | 1.0% |
NYNY Overweight Relative to LBO
|
PFIZER INC | 4.8% |
|
VERIZON COMMUNICATIONS INC | 4.7% |
|
CITIGROUP INC | 4.4% |
|
MORGAN STANLEY | 4.4% |
|
JPMORGAN CHASE & CO | 4.3% |
|
GOLDMAN SACHS GROUP INC | 4.2% |
|
AMERICAN EXPRESS CO | 4.2% |
|
S&P GLOBAL, INC. | 3.6% |
|
BANK OF NEW YORK MELLON CORP | 3.4% |
|
MARSH & MCLENNAN COS | 2.6% |
NYNY Underweight Relative to LBO
|
ARES CAPITAL CORP | -9.1% |
|
APOLLO GLOBAL MANAGEMENT INC. | -8.9% |
|
ARES MANAGEMENT LP | -8.0% |
|
BLUE OWL CAPITAL INC CLASS A | -6.1% |
|
KKR & CO LP | -5.5% |
|
HERCULES TECHNOLOGY GROWTH | -5.1% |
|
CARLYLE GROUP/THE | -4.4% |
 |
BROOKFIELD ASSET MGMT-A | -4.0% |
|
COMPASS DIVERSIFIED HOLDINGS | -3.7% |
|
TPG INC | -3.6% |