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
13%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
KBWD
43
HOLDINGS
32%
ALSO IN BIZD
BIZD
33
HOLDINGS
45%
ALSO IN KBWD
SECTOR DRIFT (KBWD minus BIZD)
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 KBWD |
Weight in BIZD |
Overlap | |
|---|---|---|---|---|
 |
FS INVESTMENT CORP | 2.5% | 3.1% | 2.5% |
|
MAIN STREET CAPITAL CORP | 1.6% | 7.6% | 1.6% |
|
APOLLO INVESTMENT CORP | 2.4% | 1.5% | 1.5% |
|
GOLDMAN SACHS BDC, INC | 2.9% | 1.4% | 1.4% |
|
NEW MOUNTAIN FINANCE CORP | 2.4% | 1.2% | 1.2% |
KBWD Overweight Relative to BIZD
|
AGNC INVESTMENT CORP. | 3.8% |
|
DYNEX CAPITAL INC | 3.5% |
|
ELLINGTON FINANCIAL LLC | 3.3% |
|
PENNANTPARK INVESTMENT CORP | 3.2% |
|
MFA FINANCIAL, INC. | 2.8% |
|
PENNYMAC MORTGAGE INVESTMENT | 2.6% |
|
ARBOR REALTY TRUST INC | 2.3% |
|
ALLIANCEBERNSTEIN HOLDING LP | 2.1% |
|
TCP CAPITAL CORP | 2.0% |
|
READY CAPITAL CORPORATION | 1.9% |
KBWD Underweight Relative to BIZD
|
ARES CAPITAL CORP | -15.6% |
|
OWL ROCK CAPITAL CORP. | -9.8% |
|
MAIN STREET CAPITAL CORP | -5.9% |
|
GOLUB CAPITAL BDC INC | -3.3% |
|
HERCULES TECHNOLOGY GROWTH | -3.2% |
|
TPG SPECIALTY LENDING, INC. | -2.7% |
|
CAPITAL SOUTHWEST CORP | -1.6% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | -1.5% |
|
PROSPECT CAPITAL CORP | -1.3% |
|
SOLAR CAPITAL LTD | -0.9% |