Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
BIZD
37
HOLDINGS
91%
ALSO IN LBO
LBO
39
HOLDINGS
51%
ALSO IN BIZD
SECTOR DRIFT (BIZD minus LBO)
OVERLAPPING HOLDINGS
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| Company | Weight in BIZD |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 14.7% | 10.5% | 10.5% |
|
HERCULES TECHNOLOGY GROWTH | 3.1% | 5.1% | 3.1% |
|
GOLUB CAPITAL BDC INC | 3.0% | 5.5% | 3.0% |
|
TPG SPECIALTY LENDING, INC. | 2.0% | 1.8% | 1.8% |
|
OWL ROCK CAPITAL CORP. | 5.9% | 1.5% | 1.5% |
BIZD Overweight Relative to LBO
|
MAIN STREET CAPITAL CORP | 4.6% |
|
OWL ROCK CAPITAL CORP. | 4.4% |
|
ARES CAPITAL CORP | 4.2% |
|
FS INVESTMENT CORP | 2.8% |
|
CAPITAL SOUTHWEST CORP | 1.8% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | 1.3% |
|
GOLDMAN SACHS BDC, INC | 1.1% |
|
PROSPECT CAPITAL CORP | 0.9% |
|
TCG BDC, INC. | 0.9% |
|
FIDUS INVESTMENT CORP | 0.9% |
BIZD Underweight Relative to LBO
|
APOLLO GLOBAL MANAGEMENT INC. | -9.5% |
|
KKR & CO LP | -7.9% |
|
ARES MANAGEMENT LP | -6.7% |
|
BLACKROCK INC | -5.1% |
|
BLUE OWL CAPITAL INC CLASS A | -4.8% |
|
CARLYLE GROUP/THE | -4.3% |
|
BLACKSTONE GROUP LP/THE | -4.1% |
 |
BROOKFIELD ASSET MGMT-A | -4.1% |
|
COMPASS DIVERSIFIED HOLDINGS | -3.5% |
|
TPG INC | -3.3% |