Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
BIZD
36
HOLDINGS
86%
ALSO IN LBO
LBO
38
HOLDINGS
50%
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 | 14.4% | 10.5% | 10.5% |
|
GOLUB CAPITAL BDC INC | 3.2% | 5.6% | 3.2% |
|
HERCULES TECHNOLOGY GROWTH | 2.9% | 7.4% | 2.9% |
|
TPG SPECIALTY LENDING, INC. | 1.9% | 1.9% | 1.9% |
|
APOLLO INVESTMENT CORP | 1.1% | 1.9% | 1.1% |
BIZD Overweight Relative to LBO
|
OWL ROCK CAPITAL CORP. | 8.5% |
|
MAIN STREET CAPITAL CORP | 6.4% |
|
ARES CAPITAL CORP | 3.9% |
|
FS INVESTMENT CORP | 2.8% |
|
CAPITAL SOUTHWEST CORP | 1.5% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | 1.2% |
|
GOLDMAN SACHS BDC, INC | 1.1% |
|
PENNANTPARK FLOATING RATE CA | 0.9% |
|
TCG BDC, INC. | 0.8% |
|
SOLAR CAPITAL LTD | 0.7% |
BIZD Underweight Relative to LBO
|
APOLLO GLOBAL MANAGEMENT INC. | -9.3% |
|
KKR & CO LP | -7.8% |
|
BLACKROCK INC | -4.8% |
|
HERCULES TECHNOLOGY GROWTH | -4.5% |
|
BLUE OWL CAPITAL INC CLASS A | -4.5% |
|
CARLYLE GROUP/THE | -4.4% |
|
COMPASS DIVERSIFIED HOLDINGS | -3.9% |
|
ARES MANAGEMENT LP | -3.8% |
|
BLACKSTONE GROUP LP/THE | -3.7% |
 |
BROOKFIELD CORP | -3.3% |