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
45%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
LBO
39
HOLDINGS
31%
ALSO IN PRVT
PRVT
24
HOLDINGS
50%
ALSO IN LBO
SECTOR DRIFT (LBO minus PRVT)
OVERLAPPING HOLDINGS
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| Company | Weight in LBO |
Weight in PRVT |
Overlap | |
|---|---|---|---|---|
 |
APOLLO GLOBAL MANAGEMENT INC. | 9.5% | 5.8% | 5.8% |
|
KKR & CO LP | 7.9% | 5.6% | 5.6% |
|
ARES MANAGEMENT LP | 6.7% | 5.5% | 5.5% |
|
BLUE OWL CAPITAL INC CLASS A | 4.8% | 4.3% | 4.3% |
|
CARLYLE GROUP/THE | 4.3% | 4.7% | 4.3% |
LBO Overweight Relative to PRVT
|
ARES CAPITAL CORP | 10.5% |
|
GOLUB CAPITAL BDC INC | 5.5% |
|
HERCULES TECHNOLOGY GROWTH | 5.1% |
|
APOLLO GLOBAL MANAGEMENT INC. | 3.6% |
|
COMPASS DIVERSIFIED HOLDINGS | 3.5% |
|
KKR & CO LP | 2.3% |
|
TPG SPECIALTY LENDING, INC. | 1.8% |
|
BLACKROCK INC | 1.7% |
|
APOLLO INVESTMENT CORP | 1.7% |
|
OWL ROCK CAPITAL CORP. | 1.5% |
LBO Underweight Relative to PRVT
 |
INTERMEDIATE CAPITAL GROUP PLC | -5.9% |
 |
EQT AB | -5.5% |
 |
PARTNERS GROUP HOLDING AG | -4.7% |
|
HAMILTON LANE INCORPORATED CLASS A | -4.1% |
|
AFFILIATED MANAGERS GROUP | -4.0% |
|
STEPSTONE GROUP, INC. CLASS A | -3.6% |
|
DRAPER ESPRIT PLC | -3.1% |
|
COHEN & STEERS INC | -3.1% |
 |
SOFINA | -2.5% |
 |
BROOKFIELD CORP | -2.4% |