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
29%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
GPZ
24
HOLDINGS
47%
ALSO IN LBO
LBO
36
HOLDINGS
23%
ALSO IN GPZ
SECTOR DRIFT (GPZ minus LBO)
OVERLAPPING HOLDINGS
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| Company | Weight in GPZ |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
ARES MANAGEMENT LP | 6.6% | 5.7% | 5.7% |
|
BLACKSTONE GROUP LP/THE | 10.6% | 4.6% | 4.6% |
|
KKR & CO LP | 9.5% | 4.4% | 4.4% |
|
APOLLO GLOBAL MANAGEMENT INC. | 8.5% | 4.2% | 4.2% |
|
CARLYLE GROUP/THE | 4.0% | 3.6% | 3.6% |
GPZ Overweight Relative to LBO
 |
BROOKFIELD CORP | 13.6% |
|
BLACKSTONE GROUP LP/THE | 6.0% |
|
KKR & CO LP | 5.1% |
 |
EQT AB | 4.8% |
|
BROOKFIELD ASSET MGMT-A | 4.6% |
 |
INTERMEDIATE CAPITAL GROUP PLC | 4.5% |
 |
PARTNERS GROUP HOLDING AG | 4.3% |
|
APOLLO GLOBAL MANAGEMENT INC. | 4.3% |
|
ONEX CORPORATION | 3.9% |
 |
EURAZEO | 3.2% |
GPZ Underweight Relative to LBO
|
ARES CAPITAL CORP | -10.8% |
|
HERCULES TECHNOLOGY GROWTH | -8.3% |
|
FS INVESTMENT CORP | -5.7% |
|
GOLUB CAPITAL BDC INC | -5.6% |
|
PROSPECT CAPITAL CORP | -3.4% |
|
BLACKROCK INC | -2.3% |
|
TPG SPECIALTY LENDING, INC. | -2.1% |
|
CAPITAL SOUTHWEST CORP | -1.5% |
|
GOLDMAN SACHS BDC, INC | -1.5% |
|
PENNANTPARK FLOATING RATE CA | -1.5% |