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
35%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
BIZD
33
HOLDINGS
86%
ALSO IN LBO
LBO
36
HOLDINGS
54%
ALSO IN BIZD
SECTOR DRIFT (BIZD minus LBO)
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 LBO |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 15.6% | 10.8% | 10.8% |
|
GOLUB CAPITAL BDC INC | 3.3% | 5.6% | 3.3% |
|
HERCULES TECHNOLOGY GROWTH | 3.2% | 8.3% | 3.2% |
|
FS INVESTMENT CORP | 3.1% | 5.7% | 3.1% |
|
TPG SPECIALTY LENDING, INC. | 2.7% | 2.1% | 2.1% |
BIZD Overweight Relative to LBO
|
OWL ROCK CAPITAL CORP. | 9.8% |
|
MAIN STREET CAPITAL CORP | 6.6% |
|
ARES CAPITAL CORP | 4.8% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | 1.5% |
|
SOLAR CAPITAL LTD | 0.9% |
|
FIDUS INVESTMENT CORP | 0.8% |
|
TPG SPECIALTY LENDING, INC. | 0.6% |
|
GLADSTONE INVESTMENT CORP | 0.6% |
|
APOLLO INVESTMENT CORP | 0.4% |
|
NEW MOUNTAIN FINANCE CORP | 0.3% |
BIZD Underweight Relative to LBO
|
ARES MANAGEMENT LP | -5.7% |
|
HERCULES TECHNOLOGY GROWTH | -5.1% |
|
BLACKSTONE GROUP LP/THE | -4.6% |
|
KKR & CO LP | -4.4% |
|
APOLLO GLOBAL MANAGEMENT INC. | -4.2% |
|
CARLYLE GROUP/THE | -3.6% |
|
BLUE OWL CAPITAL INC CLASS A | -3.2% |
|
FS INVESTMENT CORP | -2.5% |
|
BLACKROCK INC | -2.3% |
|
GOLUB CAPITAL BDC INC | -2.3% |