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
12%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
KBWD
43
HOLDINGS
35%
ALSO IN LBO
LBO
36
HOLDINGS
31%
ALSO IN KBWD
SECTOR DRIFT (KBWD minus LBO)
OVERLAPPING HOLDINGS
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| Company | Weight in KBWD |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
FS INVESTMENT CORP | 2.5% | 5.7% | 2.5% |
|
GOLDMAN SACHS BDC, INC | 2.9% | 1.5% | 1.5% |
|
PENNANTPARK FLOATING RATE CA | 2.4% | 1.5% | 1.5% |
|
TRIANGLE CAPITAL CORP | 2.2% | 1.4% | 1.4% |
|
APOLLO INVESTMENT CORP | 2.4% | 1.1% | 1.1% |
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% |
|
PENNANTPARK INVESTMENT CORP | 2.7% |
|
FIDUS 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 | -10.8% |
|
HERCULES TECHNOLOGY GROWTH | -8.3% |
|
ARES MANAGEMENT LP | -5.7% |
|
GOLUB CAPITAL BDC INC | -5.6% |
|
BLACKSTONE GROUP LP/THE | -4.6% |
|
KKR & CO LP | -4.4% |
|
APOLLO GLOBAL MANAGEMENT INC. | -4.2% |
|
CARLYLE GROUP/THE | -3.6% |
|
PROSPECT CAPITAL CORP | -3.4% |
|
BLUE OWL CAPITAL INC CLASS A | -3.2% |