Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
34%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
PEX
31
HOLDINGS
59%
ALSO IN BIZD
BIZD
34
HOLDINGS
59%
ALSO IN PEX
SECTOR DRIFT (PEX minus BIZD)
OVERLAPPING HOLDINGS
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| Company | Weight in PEX |
Weight in BIZD |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 10.3% | 15.6% | 10.3% |
|
HERCULES TECHNOLOGY GROWTH | 4.8% | 3.2% | 3.2% |
|
MAIN STREET CAPITAL CORP | 7.8% | 3.2% | 3.2% |
|
GOLUB CAPITAL BDC INC | 4.6% | 3.1% | 3.1% |
|
FS INVESTMENT CORP | 4.7% | 3.0% | 3.0% |
PEX Overweight Relative to BIZD
 |
3I GROUP PLC | 7.6% |
 |
SOFINA | 7.4% |
 |
ONEX CORPORATION | 6.6% |
|
MAIN STREET CAPITAL CORP | 4.7% |
 |
EURAZEO | 4.1% |
|
WENDEL | 3.9% |
 |
HBM HEALTHCARE INVESTMENTS AG | 2.6% |
|
GIMV NV | 2.0% |
|
FS INVESTMENT CORP | 1.7% |
|
HERCULES TECHNOLOGY GROWTH | 1.6% |
PEX Underweight Relative to BIZD
|
OWL ROCK CAPITAL CORP. | -9.1% |
|
ARES CAPITAL CORP | -5.3% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | -1.4% |
|
PENNANTPARK FLOATING RATE CA | -1.2% |
|
TCG BDC, INC. | -1.1% |
|
FIDUS INVESTMENT CORP | -0.9% |
|
BAIN CAPITAL SPECIALTY FINANCE, INC. | -0.8% |
|
GLADSTONE INVESTMENT CORP | -0.7% |
|
TCP CAPITAL CORP | -0.6% |
|
GLADSTONE CAPITAL CORP | -0.6% |