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
17
Number of overlapping holdings
50.0%
% of LBO's 35 holdings also in PSP
40.5%
% of PSP's 42 holdings also in LBO
Overlap by Weight
Sector Drift (LBO minus PSP)
Overlapping Holdings
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| Company | Weight in LBO |
Weight in PSP |
Overlap | |
|---|---|---|---|---|
 |
KKR & CO LP | 6.2% | 4.7% | 4.7% |
|
BLACKSTONE GROUP LP/THE | 4.2% | 4.7% | 4.2% |
|
BLUE OWL CAPITAL INC CLASS A | 3.9% | 4.7% | 3.9% |
|
ARES CAPITAL CORP | 8.4% | 2.9% | 2.9% |
|
CARLYLE GROUP/THE | 2.4% | 2.7% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
LBO Overweight Relative to PSP
|
FS INVESTMENT CORP | 6.8% |
|
ARES CAPITAL CORP | 5.5% |
|
HERCULES TECHNOLOGY GROWTH | 5.5% |
|
ARES MANAGEMENT LP | 5.3% |
|
GOLUB CAPITAL BDC INC | 5.2% |
|
PROSPECT CAPITAL CORP | 4.7% |
|
APOLLO GLOBAL MANAGEMENT INC. | 4.7% |
|
BLACKROCK INC | 2.0% |
|
CAPITAL SOUTHWEST CORP | 1.8% |
|
TRIANGLE CAPITAL CORP | 1.8% |
LBO Underweight Relative to PSP
 |
3I GROUP PLC | -6.0% |
 |
SOFINA | -4.9% |
 |
PARTNERS GROUP HOLDING AG | -4.4% |
 |
EQT AB | -4.3% |
 |
HAL TRUST | -4.2% |
 |
EURAZEO | -3.9% |
 |
ONEX CORPORATION | -2.8% |
|
WENDEL | -1.8% |
|
GIMV NV | -1.5% |
|
OWL ROCK CAPITAL CORP. | -1.3% |