Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
FBDC
21
HOLDINGS
86%
ALSO IN LBO
LBO
39
HOLDINGS
31%
ALSO IN FBDC
SECTOR DRIFT (FBDC minus LBO)
OVERLAPPING HOLDINGS
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| Company | Weight in FBDC |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 9.6% | 10.5% | 9.6% |
|
GOLUB CAPITAL BDC INC | 9.5% | 5.5% | 5.5% |
|
HERCULES TECHNOLOGY GROWTH | 10.8% | 5.1% | 5.1% |
|
TPG SPECIALTY LENDING, INC. | 7.9% | 1.8% | 1.8% |
|
APOLLO INVESTMENT CORP | 2.7% | 1.7% | 1.7% |
FBDC Overweight Relative to LBO
|
MAIN STREET CAPITAL CORP | 11.4% |
|
TPG SPECIALTY LENDING, INC. | 6.1% |
|
HERCULES TECHNOLOGY GROWTH | 5.6% |
|
OWL ROCK CAPITAL CORP. | 5.0% |
|
CAPITAL SOUTHWEST CORP | 4.6% |
|
TRIANGLE CAPITAL CORP | 4.1% |
|
GOLUB CAPITAL BDC INC | 4.0% |
|
NEW MOUNTAIN FINANCE CORP | 3.9% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | 2.2% |
|
BAIN CAPITAL SPECIALTY FINANCE, INC. | 1.7% |
FBDC 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% |