Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
40.9%
% of BIZD's 28 holdings also in KBWD
23.7%
% of KBWD's 42 holdings also in BIZD
Overlap by Weight
Sector Drift (BIZD minus KBWD)
Overlapping Holdings
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| Company | Weight in BIZD |
Weight in KBWD |
Overlap | |
|---|---|---|---|---|
 |
FS INVESTMENT CORP | 12.4% | 2.9% | 2.9% |
|
PROSPECT CAPITAL CORP | 3.5% | 2.7% | 2.7% |
|
GOLDMAN SACHS BDC, INC | 3.0% | 2.7% | 2.7% |
|
CAPITAL SOUTHWEST CORP | 2.1% | 2.5% | 2.1% |
|
APOLLO INVESTMENT CORP | 1.9% | 2.6% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
BIZD Overweight Relative to KBWD
|
ARES CAPITAL CORP | 19.5% |
|
OWL ROCK CAPITAL CORP. | 12.8% |
|
FS INVESTMENT CORP | 9.5% |
|
HERCULES TECHNOLOGY GROWTH | 4.7% |
|
MAIN STREET CAPITAL CORP | 4.6% |
|
GOLUB CAPITAL BDC INC | 4.5% |
|
TPG SPECIALTY LENDING, INC. | 3.7% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | 2.8% |
|
NEW MOUNTAIN FINANCE CORP | 2.0% |
|
TCG BDC, INC. | 1.7% |
BIZD Underweight Relative to KBWD
|
ARMOUR RESIDENTIAL REIT, INC. | -6.5% |
|
TPG RE FINANCE TRUST, INC. | -4.4% |
|
B. RILEY FINANCIAL, INC. | -4.2% |
|
AGNC INVESTMENT CORP. | -3.8% |
|
ANNALY CAPITAL MANAGEMENT IN | -3.3% |
|
DYNEX CAPITAL INC | -3.1% |
|
PENNANTPARK INVESTMENT CORP | -2.9% |
|
APOLLO COMMERCIAL REAL ESTAT | -2.9% |
|
MFA FINANCIAL, INC. | -2.9% |
|
READY CAPITAL CORPORATION | -2.6% |