Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
11%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
KBWD
42
HOLDINGS
19%
ALSO IN PEX
PEX
31
HOLDINGS
27%
ALSO IN KBWD
SECTOR DRIFT (KBWD minus PEX)
OVERLAPPING HOLDINGS
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| Company | Weight in KBWD |
Weight in PEX |
Overlap | |
|---|---|---|---|---|
 |
FS INVESTMENT CORP | 2.5% | 7.5% | 2.5% |
|
GOLDMAN SACHS BDC, INC | 2.9% | 1.9% | 1.9% |
|
APOLLO INVESTMENT CORP | 2.4% | 1.8% | 1.8% |
|
MAIN STREET CAPITAL CORP | 1.6% | 8.4% | 1.6% |
|
NEW MOUNTAIN FINANCE CORP | 2.4% | 1.5% | 1.5% |
KBWD Overweight Relative to PEX
|
AGNC INVESTMENT CORP. | 3.8% |
|
DYNEX CAPITAL INC | 3.5% |
|
ELLINGTON FINANCIAL LLC | 3.3% |
|
PENNANTPARK INVESTMENT CORP | 3.2% |
|
FIDUS INVESTMENT CORP | 2.8% |
|
MFA FINANCIAL, INC. | 2.8% |
|
TCP CAPITAL CORP | 2.7% |
|
PENNYMAC MORTGAGE INVESTMENT | 2.6% |
|
PENNANTPARK FLOATING RATE CA | 2.4% |
|
ARBOR REALTY TRUST INC | 2.3% |
KBWD Underweight Relative to PEX
|
ARES CAPITAL CORP | -10.0% |
 |
3I GROUP PLC | -9.3% |
|
MAIN STREET CAPITAL CORP | -6.8% |
 |
ONEX CORPORATION | -5.5% |
|
FS INVESTMENT CORP | -5.0% |
|
HERCULES TECHNOLOGY GROWTH | -4.7% |
|
GOLUB CAPITAL BDC INC | -4.5% |
 |
EURAZEO | -3.9% |
|
WENDEL | -3.6% |
|
TPG SPECIALTY LENDING, INC. | -3.5% |