Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
LBO
35
HOLDINGS
35%
ALSO IN PEX
PEX
31
HOLDINGS
55%
ALSO IN LBO
SECTOR DRIFT (LBO minus PEX)
OVERLAPPING HOLDINGS
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| Company | Weight in LBO |
Weight in PEX |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 7.9% | 10.0% | 7.9% |
|
FS INVESTMENT CORP | 5.2% | 7.5% | 5.2% |
|
HERCULES TECHNOLOGY GROWTH | 6.1% | 4.7% | 4.7% |
|
GOLUB CAPITAL BDC INC | 5.3% | 4.5% | 4.5% |
|
TPG SPECIALTY LENDING, INC. | 2.1% | 3.5% | 2.1% |
LBO Overweight Relative to PEX
|
KKR & CO LP | 7.6% |
|
APOLLO GLOBAL MANAGEMENT INC. | 7.6% |
|
ARES MANAGEMENT LP | 5.7% |
|
BLACKSTONE GROUP LP/THE | 5.3% |
|
CARLYLE GROUP/THE | 4.1% |
|
BLUE OWL CAPITAL INC CLASS A | 3.7% |
|
BLACKROCK INC | 2.4% |
|
PROSPECT CAPITAL CORP | 1.6% |
|
HAMILTON LANE INCORPORATED CLASS A | 1.6% |
|
HERCULES TECHNOLOGY GROWTH | 1.5% |
LBO Underweight Relative to PEX
 |
3I GROUP PLC | -9.3% |
|
MAIN STREET CAPITAL CORP | -8.4% |
 |
ONEX CORPORATION | -5.5% |
 |
EURAZEO | -3.9% |
|
WENDEL | -3.6% |
 |
SOFINA | -3.3% |
|
FS INVESTMENT CORP | -2.3% |
|
GIMV NV | -2.3% |
|
ARES CAPITAL CORP | -2.0% |
 |
HBM HEALTHCARE INVESTMENTS AG | -1.8% |