Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
PEX
31
HOLDINGS
59%
ALSO IN LBO
LBO
38
HOLDINGS
35%
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 | 10.3% | 11.0% | 10.3% |
|
HERCULES TECHNOLOGY GROWTH | 4.8% | 7.1% | 4.8% |
|
GOLUB CAPITAL BDC INC | 4.6% | 5.3% | 4.6% |
|
TPG SPECIALTY LENDING, INC. | 3.3% | 1.9% | 1.9% |
|
APOLLO INVESTMENT CORP | 1.7% | 1.7% | 1.7% |
PEX Overweight Relative to LBO
 |
3I GROUP PLC | 7.6% |
 |
SOFINA | 7.4% |
|
MAIN STREET CAPITAL CORP | 6.8% |
 |
ONEX CORPORATION | 6.6% |
|
FS INVESTMENT CORP | 4.6% |
 |
EURAZEO | 4.1% |
|
WENDEL | 3.9% |
 |
HBM HEALTHCARE INVESTMENTS AG | 2.6% |
|
GIMV NV | 2.0% |
|
CAPITAL SOUTHWEST CORP | 1.9% |
PEX Underweight Relative to LBO
|
APOLLO GLOBAL MANAGEMENT INC. | -8.2% |
|
KKR & CO LP | -7.1% |
|
BLUE OWL CAPITAL INC CLASS A | -5.4% |
|
BLACKROCK INC | -5.2% |
|
CARLYLE GROUP/THE | -5.0% |
|
ARES MANAGEMENT LP | -3.9% |
|
BLACKSTONE GROUP LP/THE | -3.6% |
|
BROOKFIELD CORP | -3.4% |
|
BROOKFIELD ASSET MGMT-A | -3.2% |
|
HERCULES TECHNOLOGY GROWTH | -2.3% |