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
12%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
LBO
36
HOLDINGS
31%
ALSO IN KBWD
KBWD
43
HOLDINGS
35%
ALSO IN LBO
SECTOR DRIFT (LBO minus KBWD)
OVERLAPPING HOLDINGS
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| Company | Weight in LBO |
Weight in KBWD |
Overlap | |
|---|---|---|---|---|
 |
FS INVESTMENT CORP | 5.7% | 2.5% | 2.5% |
|
GOLDMAN SACHS BDC, INC | 1.5% | 2.9% | 1.5% |
|
PENNANTPARK FLOATING RATE CA | 1.5% | 2.4% | 1.5% |
|
TRIANGLE CAPITAL CORP | 1.4% | 2.2% | 1.4% |
|
APOLLO INVESTMENT CORP | 1.1% | 2.4% | 1.1% |
LBO Overweight Relative to KBWD
|
ARES CAPITAL CORP | 10.8% |
|
HERCULES TECHNOLOGY GROWTH | 8.3% |
|
ARES MANAGEMENT LP | 5.7% |
|
GOLUB CAPITAL BDC INC | 5.6% |
|
BLACKSTONE GROUP LP/THE | 4.6% |
|
KKR & CO LP | 4.4% |
|
APOLLO GLOBAL MANAGEMENT INC. | 4.2% |
|
CARLYLE GROUP/THE | 3.6% |
|
PROSPECT CAPITAL CORP | 3.4% |
|
BLUE OWL CAPITAL INC CLASS A | 3.2% |
LBO Underweight Relative to KBWD
|
AGNC INVESTMENT CORP. | -3.8% |
|
DYNEX CAPITAL INC | -3.5% |
|
ELLINGTON FINANCIAL LLC | -3.3% |
|
MFA FINANCIAL, INC. | -2.8% |
|
PENNANTPARK INVESTMENT CORP | -2.7% |
|
FIDUS INVESTMENT CORP | -2.7% |
|
PENNYMAC MORTGAGE INVESTMENT | -2.6% |
|
ARBOR REALTY TRUST INC | -2.3% |
|
ALLIANCEBERNSTEIN HOLDING LP | -2.1% |
|
TCP CAPITAL CORP | -2.0% |