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
29%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
LBO
36
HOLDINGS
23%
ALSO IN GPZ
GPZ
24
HOLDINGS
47%
ALSO IN LBO
SECTOR DRIFT (LBO minus GPZ)
OVERLAPPING HOLDINGS
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| Company | Weight in LBO |
Weight in GPZ |
Overlap | |
|---|---|---|---|---|
 |
ARES MANAGEMENT LP | 5.7% | 6.6% | 5.7% |
|
BLACKSTONE GROUP LP/THE | 4.6% | 10.6% | 4.6% |
|
KKR & CO LP | 4.4% | 9.5% | 4.4% |
|
APOLLO GLOBAL MANAGEMENT INC. | 4.2% | 8.5% | 4.2% |
|
CARLYLE GROUP/THE | 3.6% | 4.0% | 3.6% |
LBO Overweight Relative to GPZ
|
ARES CAPITAL CORP | 10.8% |
|
HERCULES TECHNOLOGY GROWTH | 8.3% |
|
FS INVESTMENT CORP | 5.7% |
|
GOLUB CAPITAL BDC INC | 5.6% |
|
PROSPECT CAPITAL CORP | 3.4% |
|
BLACKROCK INC | 2.3% |
|
TPG SPECIALTY LENDING, INC. | 2.1% |
|
CAPITAL SOUTHWEST CORP | 1.5% |
|
GOLDMAN SACHS BDC, INC | 1.5% |
|
PENNANTPARK FLOATING RATE CA | 1.5% |
LBO Underweight Relative to GPZ
 |
BROOKFIELD CORP | -13.6% |
|
BLACKSTONE GROUP LP/THE | -6.0% |
|
KKR & CO LP | -5.1% |
 |
EQT AB | -4.8% |
|
BROOKFIELD ASSET MGMT-A | -4.6% |
 |
INTERMEDIATE CAPITAL GROUP PLC | -4.5% |
 |
PARTNERS GROUP HOLDING AG | -4.3% |
|
APOLLO GLOBAL MANAGEMENT INC. | -4.3% |
|
ONEX CORPORATION | -3.9% |
 |
EURAZEO | -3.2% |