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
PEX
31
HOLDINGS
55%
ALSO IN LBO
LBO
39
HOLDINGS
31%
ALSO IN PEX
SECTOR DRIFT (PEX minus LBO)
OVERLAPPING HOLDINGS
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| Company | Weight in PEX |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 9.9% | 10.2% | 9.9% |
|
HERCULES TECHNOLOGY GROWTH | 4.5% | 4.8% | 4.5% |
|
GOLUB CAPITAL BDC INC | 4.5% | 5.5% | 4.5% |
|
APOLLO INVESTMENT CORP | 1.8% | 1.8% | 1.8% |
|
TPG SPECIALTY LENDING, INC. | 3.0% | 1.7% | 1.7% |
PEX Overweight Relative to LBO
 |
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% |
PEX Underweight Relative to LBO
|
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% |