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
13%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
NYNY
49
HOLDINGS
12%
ALSO IN LBO
LBO
35
HOLDINGS
17%
ALSO IN NYNY
SECTOR DRIFT (NYNY minus LBO)
OVERLAPPING HOLDINGS
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| Company | Weight in NYNY |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
BLACKROCK INC | 4.5% | 5.5% | 4.5% |
|
BLACKSTONE GROUP LP/THE | 2.8% | 3.9% | 2.8% |
|
KKR & CO LP | 2.1% | 7.4% | 2.1% |
|
APOLLO GLOBAL MANAGEMENT INC. | 1.7% | 10.1% | 1.7% |
|
ARES CAPITAL CORP | 1.0% | 10.4% | 1.0% |
NYNY Overweight Relative to LBO
|
PFIZER INC | 5.1% |
|
VERIZON COMMUNICATIONS INC | 4.4% |
|
AMERICAN EXPRESS CO | 4.3% |
|
JPMORGAN CHASE & CO | 4.2% |
|
S&P GLOBAL, INC. | 4.0% |
|
CITIGROUP INC | 4.0% |
|
MORGAN STANLEY | 3.8% |
|
GOLDMAN SACHS GROUP INC | 3.6% |
|
BANK OF NEW YORK MELLON CORP | 3.2% |
|
MARSH & MCLENNAN COS | 3.0% |
NYNY Underweight Relative to LBO
|
ARES CAPITAL CORP | -9.4% |
|
APOLLO GLOBAL MANAGEMENT INC. | -8.4% |
|
ARES MANAGEMENT LP | -8.3% |
|
BLUE OWL CAPITAL INC CLASS A | -5.5% |
|
KKR & CO LP | -5.4% |
|
HERCULES TECHNOLOGY GROWTH | -5.1% |
 |
BROOKFIELD ASSET MGMT-A | -4.6% |
|
CARLYLE GROUP/THE | -4.0% |
|
COMPASS DIVERSIFIED HOLDINGS | -3.8% |
|
TPG INC | -3.5% |