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
41%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
AAUM
25
HOLDINGS
48%
ALSO IN LBO
LBO
38
HOLDINGS
32%
ALSO IN AAUM
SECTOR DRIFT (AAUM minus LBO)
OVERLAPPING HOLDINGS
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| Company | Weight in AAUM |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
APOLLO GLOBAL MANAGEMENT INC. | 5.6% | 9.3% | 5.6% |
|
KKR & CO LP | 5.5% | 7.8% | 5.5% |
|
CARLYLE GROUP/THE | 4.7% | 4.4% | 4.4% |
|
ARES MANAGEMENT LP | 4.8% | 3.8% | 3.8% |
|
BLACKSTONE GROUP LP/THE | 5.1% | 3.7% | 3.7% |
AAUM Overweight Relative to LBO
 |
EQT AB | 5.6% |
 |
INTERMEDIATE CAPITAL GROUP PLC | 5.5% |
 |
PARTNERS GROUP HOLDING AG | 5.2% |
|
STEPSTONE GROUP, INC. CLASS A | 4.2% |
|
HAMILTON LANE INCORPORATED CLASS A | 3.6% |
|
AFFILIATED MANAGERS GROUP | 3.5% |
|
COHEN & STEERS INC | 3.0% |
 |
ONEX CORPORATION | 2.9% |
 |
SOFINA | 2.8% |
|
BROOKFIELD CORP | 2.6% |
AAUM Underweight Relative to LBO
|
ARES CAPITAL CORP | -10.5% |
|
HERCULES TECHNOLOGY GROWTH | -7.4% |
|
GOLUB CAPITAL BDC INC | -5.6% |
|
COMPASS DIVERSIFIED HOLDINGS | -3.9% |
|
APOLLO GLOBAL MANAGEMENT INC. | -3.6% |
|
KKR & CO LP | -2.3% |
|
APOLLO INVESTMENT CORP | -1.9% |
|
TPG SPECIALTY LENDING, INC. | -1.9% |
|
BLACKROCK INC | -1.9% |
|
BLUE OWL CAPITAL INC CLASS A | -1.1% |