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
11%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
KBWD
42
HOLDINGS
32%
ALSO IN LBO
LBO
35
HOLDINGS
29%
ALSO IN KBWD
SECTOR DRIFT (KBWD 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 KBWD |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
FS INVESTMENT CORP | 2.5% | 5.2% | 2.5% |
|
GOLDMAN SACHS BDC, INC | 2.9% | 1.6% | 1.6% |
|
PENNANTPARK FLOATING RATE CA | 2.4% | 1.4% | 1.4% |
|
TRIANGLE CAPITAL CORP | 2.2% | 1.3% | 1.3% |
|
APOLLO INVESTMENT CORP | 2.4% | 1.0% | 1.0% |
KBWD Overweight Relative to LBO
|
AGNC INVESTMENT CORP. | 3.8% |
|
DYNEX CAPITAL INC | 3.5% |
|
ELLINGTON FINANCIAL LLC | 3.3% |
|
MFA FINANCIAL, INC. | 2.8% |
|
FIDUS INVESTMENT CORP | 2.7% |
|
PENNANTPARK INVESTMENT CORP | 2.7% |
|
PENNYMAC MORTGAGE INVESTMENT | 2.6% |
|
ARBOR REALTY TRUST INC | 2.3% |
|
ALLIANCEBERNSTEIN HOLDING LP | 2.1% |
|
TCP CAPITAL CORP | 2.0% |
KBWD Underweight Relative to LBO
|
ARES CAPITAL CORP | -7.9% |
|
KKR & CO LP | -7.6% |
|
APOLLO GLOBAL MANAGEMENT INC. | -7.6% |
|
HERCULES TECHNOLOGY GROWTH | -6.1% |
|
ARES MANAGEMENT LP | -5.7% |
|
BLACKSTONE GROUP LP/THE | -5.3% |
|
GOLUB CAPITAL BDC INC | -5.3% |
|
CARLYLE GROUP/THE | -4.1% |
|
BLUE OWL CAPITAL INC CLASS A | -3.7% |
|
PROSPECT CAPITAL CORP | -3.2% |