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
24%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
PEX
31
HOLDINGS
86%
ALSO IN PSP
PSP
45
HOLDINGS
42%
ALSO IN PEX
SECTOR DRIFT (PEX 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 PEX |
Weight in PSP |
Overlap | |
|---|---|---|---|---|
 |
3I GROUP PLC | 9.3% | 4.9% | 4.9% |
 |
SOFINA | 3.3% | 4.3% | 3.3% |
 |
EURAZEO | 3.9% | 3.1% | 3.1% |
 |
ARES CAPITAL CORP | 10.0% | 2.5% | 2.5% |
 |
ONEX CORPORATION | 5.5% | 2.3% | 2.3% |
PEX Overweight Relative to PSP
|
MAIN STREET CAPITAL CORP | 7.5% |
|
ARES CAPITAL CORP | 7.5% |
|
FS INVESTMENT CORP | 6.8% |
|
3I GROUP PLC | 4.4% |
|
HERCULES TECHNOLOGY GROWTH | 4.4% |
|
GOLUB CAPITAL BDC INC | 4.0% |
|
TPG SPECIALTY LENDING, INC. | 3.3% |
|
ONEX CORPORATION | 3.2% |
|
WENDEL | 1.8% |
|
APOLLO INVESTMENT CORP | 1.8% |
PEX Underweight Relative to PSP
|
BLACKSTONE GROUP LP/THE | -5.0% |
|
BLUE OWL CAPITAL INC CLASS A | -4.8% |
|
KKR & CO LP | -4.8% |
 |
PARTNERS GROUP HOLDING AG | -4.6% |
 |
EQT AB | -4.6% |
 |
HAL TRUST | -4.3% |
|
CARLYLE GROUP/THE | -3.0% |
|
HAMILTON LANE INCORPORATED CLASS A | -2.0% |
|
STEPSTONE GROUP, INC. CLASS A | -1.9% |
|
GRAHAM HOLDINGS | -1.6% |