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
11%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
BIZD
37
HOLDINGS
36%
ALSO IN KBWD
KBWD
42
HOLDINGS
27%
ALSO IN BIZD
SECTOR DRIFT (BIZD minus KBWD)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in BIZD |
Weight in KBWD |
Overlap | |
|---|---|---|---|---|
 |
OWL ROCK CAPITAL CORP. | 5.9% | 3.1% | 3.1% |
|
FS INVESTMENT CORP | 2.9% | 4.1% | 2.9% |
|
GOLDMAN SACHS BDC, INC | 1.2% | 3.5% | 1.2% |
|
APOLLO INVESTMENT CORP | 1.0% | 3.2% | 1.0% |
|
TCG BDC, INC. | 0.9% | 3.4% | 0.9% |
BIZD Overweight Relative to KBWD
|
ARES CAPITAL CORP | 14.7% |
|
MAIN STREET CAPITAL CORP | 5.5% |
|
HERCULES TECHNOLOGY GROWTH | 3.1% |
|
GOLUB CAPITAL BDC INC | 3.0% |
|
OWL ROCK CAPITAL CORP. | 2.8% |
|
TPG SPECIALTY LENDING, INC. | 2.0% |
|
CAPITAL SOUTHWEST CORP | 1.8% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | 1.3% |
|
PROSPECT CAPITAL CORP | 1.0% |
|
TRIANGLE CAPITAL CORP | 0.9% |
BIZD Underweight Relative to KBWD
|
DYNEX CAPITAL INC | -3.3% |
|
MFA FINANCIAL, INC. | -3.3% |
|
NEW MOUNTAIN FINANCE CORP | -3.1% |
|
ADAMAS TRUST INC | -3.0% |
|
AGNC INVESTMENT CORP. | -2.9% |
|
PENNYMAC MORTGAGE INVESTMENT | -2.6% |
|
TCG BDC, INC. | -2.6% |
|
PENNANTPARK FLOATING RATE CA | -2.5% |
|
REDWOOD TRUST INC | -2.5% |
|
ARBOR REALTY TRUST INC | -2.4% |