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
30%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
LBO
38
HOLDINGS
29%
ALSO IN FBDC
FBDC
21
HOLDINGS
79%
ALSO IN LBO
SECTOR DRIFT (LBO minus FBDC)
OVERLAPPING HOLDINGS
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| Company | Weight in LBO |
Weight in FBDC |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 10.5% | 10.2% | 10.2% |
|
HERCULES TECHNOLOGY GROWTH | 7.4% | 10.1% | 7.4% |
|
GOLUB CAPITAL BDC INC | 5.6% | 9.5% | 5.6% |
|
APOLLO INVESTMENT CORP | 1.9% | 3.1% | 1.9% |
|
TPG SPECIALTY LENDING, INC. | 1.9% | 8.4% | 1.9% |
LBO Overweight Relative to FBDC
|
APOLLO GLOBAL MANAGEMENT INC. | 9.3% |
|
KKR & CO LP | 7.8% |
|
BLACKROCK INC | 4.8% |
|
BLUE OWL CAPITAL INC CLASS A | 4.5% |
|
CARLYLE GROUP/THE | 4.4% |
|
COMPASS DIVERSIFIED HOLDINGS | 3.9% |
|
ARES MANAGEMENT LP | 3.8% |
|
BLACKSTONE GROUP LP/THE | 3.7% |
 |
BROOKFIELD CORP | 3.3% |
|
TPG INC | 3.2% |
LBO Underweight Relative to FBDC
|
MAIN STREET CAPITAL CORP | -11.0% |
|
TPG SPECIALTY LENDING, INC. | -6.5% |
|
OWL ROCK CAPITAL CORP. | -5.6% |
|
NEW MOUNTAIN FINANCE CORP | -4.4% |
|
CAPITAL SOUTHWEST CORP | -4.4% |
|
TRIANGLE CAPITAL CORP | -4.1% |
|
GOLUB CAPITAL BDC INC | -3.9% |
|
FS INVESTMENT CORP | -3.4% |
|
HERCULES TECHNOLOGY GROWTH | -2.7% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | -2.2% |