Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
24%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
LBO
39
HOLDINGS
51%
ALSO IN BIZD
BIZD
37
HOLDINGS
91%
ALSO IN LBO
SECTOR DRIFT (LBO minus BIZD)
OVERLAPPING HOLDINGS
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| Company | Weight in LBO |
Weight in BIZD |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 10.5% | 14.7% | 10.5% |
|
HERCULES TECHNOLOGY GROWTH | 5.1% | 3.1% | 3.1% |
|
GOLUB CAPITAL BDC INC | 5.5% | 3.0% | 3.0% |
|
TPG SPECIALTY LENDING, INC. | 1.8% | 2.0% | 1.8% |
|
OWL ROCK CAPITAL CORP. | 1.5% | 5.9% | 1.5% |
LBO Overweight Relative to BIZD
|
APOLLO GLOBAL MANAGEMENT INC. | 9.5% |
|
KKR & CO LP | 7.9% |
|
ARES MANAGEMENT LP | 6.7% |
|
BLACKROCK INC | 5.1% |
|
BLUE OWL CAPITAL INC CLASS A | 4.8% |
|
CARLYLE GROUP/THE | 4.3% |
|
BLACKSTONE GROUP LP/THE | 4.1% |
 |
BROOKFIELD ASSET MGMT-A | 4.1% |
|
COMPASS DIVERSIFIED HOLDINGS | 3.5% |
|
TPG INC | 3.3% |
LBO Underweight Relative to BIZD
|
MAIN STREET CAPITAL CORP | -4.6% |
|
OWL ROCK CAPITAL CORP. | -4.4% |
|
ARES CAPITAL CORP | -4.2% |
|
FS INVESTMENT CORP | -2.8% |
|
CAPITAL SOUTHWEST CORP | -1.8% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | -1.3% |
|
GOLDMAN SACHS BDC, INC | -1.1% |
|
PROSPECT CAPITAL CORP | -0.9% |
|
TCG BDC, INC. | -0.9% |
|
FIDUS INVESTMENT CORP | -0.9% |