Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
52.9%
% of LBO's 35 holdings also in BIZD
81.8%
% of BIZD's 31 holdings also in LBO
Overlap by Weight
Sector Drift (LBO minus BIZD)
Overlapping Holdings
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| Company | Weight in LBO |
Weight in BIZD |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 8.4% | 19.3% | 8.4% |
|
GOLUB CAPITAL BDC INC | 5.8% | 4.1% | 4.1% |
|
HERCULES TECHNOLOGY GROWTH | 6.0% | 4.1% | 4.1% |
|
FS INVESTMENT CORP | 7.8% | 3.8% | 3.8% |
|
PROSPECT CAPITAL CORP | 4.7% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
LBO Overweight Relative to BIZD
|
KKR & CO LP | 6.2% |
|
ARES MANAGEMENT LP | 5.3% |
|
APOLLO GLOBAL MANAGEMENT INC. | 4.7% |
|
BLACKSTONE GROUP LP/THE | 4.2% |
|
FS INVESTMENT CORP | 4.0% |
|
BLUE OWL CAPITAL INC CLASS A | 3.9% |
|
PROSPECT CAPITAL CORP | 2.6% |
|
CARLYLE GROUP/THE | 2.4% |
|
BLACKROCK INC | 2.0% |
|
HERCULES TECHNOLOGY GROWTH | 1.9% |
LBO Underweight Relative to BIZD
|
OWL ROCK CAPITAL CORP. | -12.0% |
|
ARES CAPITAL CORP | -10.9% |
|
MAIN STREET CAPITAL CORP | -4.0% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | -1.9% |
|
TPG SPECIALTY LENDING, INC. | -1.0% |
|
SOLAR CAPITAL LTD | -1.0% |
|
FIDUS INVESTMENT CORP | -0.8% |
|
APOLLO INVESTMENT CORP | -0.7% |
|
NEW MOUNTAIN FINANCE CORP | -0.5% |
|
GLADSTONE CAPITAL CORP | -0.3% |