Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
AAUM
24
HOLDINGS
35%
ALSO IN LBO
LBO
36
HOLDINGS
23%
ALSO IN AAUM
SECTOR DRIFT (AAUM minus LBO)
OVERLAPPING HOLDINGS
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| Company | Weight in AAUM |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
ARES MANAGEMENT LP | 5.4% | 5.7% | 5.4% |
|
BLACKSTONE GROUP LP/THE | 4.6% | 4.6% | 4.6% |
|
KKR & CO LP | 5.1% | 4.4% | 4.4% |
|
APOLLO GLOBAL MANAGEMENT INC. | 5.4% | 4.2% | 4.2% |
|
CARLYLE GROUP/THE | 4.7% | 3.6% | 3.6% |
AAUM Overweight Relative to LBO
 |
BROOKFIELD CORP | 5.5% |
 |
EQT AB | 5.2% |
|
BROOKFIELD ASSET MGMT-A | 5.0% |
 |
INTERMEDIATE CAPITAL GROUP PLC | 4.9% |
 |
PARTNERS GROUP HOLDING AG | 4.8% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | 4.4% |
|
STEPSTONE GROUP, INC. CLASS A | 3.8% |
|
HAMILTON LANE INCORPORATED CLASS A | 3.7% |
 |
SOFINA | 2.9% |
|
ONEX CORPORATION | 2.8% |
AAUM Underweight Relative to LBO
|
ARES CAPITAL CORP | -10.8% |
|
HERCULES TECHNOLOGY GROWTH | -8.3% |
|
FS INVESTMENT CORP | -5.7% |
|
GOLUB CAPITAL BDC INC | -5.6% |
|
PROSPECT CAPITAL CORP | -3.4% |
|
BLACKROCK INC | -2.3% |
|
TPG SPECIALTY LENDING, INC. | -2.1% |
|
CAPITAL SOUTHWEST CORP | -1.5% |
|
GOLDMAN SACHS BDC, INC | -1.5% |
|
PENNANTPARK FLOATING RATE CA | -1.5% |