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
26%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
LBO
35
HOLDINGS
59%
ALSO IN PSP
PSP
45
HOLDINGS
44%
ALSO IN LBO
SECTOR DRIFT (LBO minus PSP)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in LBO |
Weight in PSP |
Overlap | |
|---|---|---|---|---|
 |
BLACKSTONE GROUP LP/THE | 5.3% | 5.0% | 5.0% |
|
KKR & CO LP | 7.6% | 4.8% | 4.8% |
|
BLUE OWL CAPITAL INC CLASS A | 3.7% | 4.8% | 3.7% |
|
CARLYLE GROUP/THE | 4.1% | 3.0% | 3.0% |
|
ARES CAPITAL CORP | 7.9% | 2.5% | 2.5% |
LBO Overweight Relative to PSP
|
APOLLO GLOBAL MANAGEMENT INC. | 7.6% |
|
HERCULES TECHNOLOGY GROWTH | 5.9% |
|
ARES MANAGEMENT LP | 5.7% |
|
ARES CAPITAL CORP | 5.4% |
|
GOLUB CAPITAL BDC INC | 4.8% |
|
FS INVESTMENT CORP | 4.5% |
|
PROSPECT CAPITAL CORP | 3.2% |
|
KKR & CO LP | 2.9% |
|
BLACKROCK INC | 2.4% |
|
TPG SPECIALTY LENDING, INC. | 1.9% |
LBO Underweight Relative to PSP
 |
3I GROUP PLC | -4.9% |
 |
PARTNERS GROUP HOLDING AG | -4.6% |
 |
EQT AB | -4.6% |
 |
SOFINA | -4.3% |
 |
HAL TRUST | -4.3% |
 |
EURAZEO | -3.1% |
 |
ONEX CORPORATION | -2.3% |
|
WENDEL | -1.7% |
|
GRAHAM HOLDINGS | -1.6% |
 |
SONAE | -1.3% |