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
23%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
PEX
31
HOLDINGS
68%
ALSO IN PSP
PSP
70
HOLDINGS
41%
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 | |
|---|---|---|---|---|
 |
SOFINA | 7.3% | 4.0% | 4.0% |
 |
3I GROUP PLC | 8.4% | 3.7% | 3.7% |
 |
ONEX CORPORATION | 8.5% | 3.4% | 3.4% |
 |
ARES CAPITAL CORP | 10.0% | 3.2% | 3.2% |
 |
WENDEL | 4.0% | 2.3% | 2.3% |
PEX Overweight Relative to PSP
|
ARES CAPITAL CORP | 6.7% |
|
MAIN STREET CAPITAL CORP | 6.3% |
|
ONEX CORPORATION | 5.1% |
|
3I GROUP PLC | 4.7% |
|
HERCULES TECHNOLOGY GROWTH | 4.1% |
|
FS INVESTMENT CORP | 3.9% |
|
EURAZEO | 3.8% |
|
GOLUB CAPITAL BDC INC | 3.8% |
|
SOFINA | 3.3% |
|
TPG SPECIALTY LENDING, INC. | 2.5% |
PEX Underweight Relative to PSP
|
BLACKSTONE GROUP LP/THE | -5.4% |
|
KKR & CO LP | -5.2% |
|
TPG INC | -4.7% |
 |
EQT AB | -4.5% |
|
BLUE OWL CAPITAL INC CLASS A | -4.2% |
 |
HAL TRUST | -4.2% |
 |
PARTNERS GROUP HOLDING AG | -3.9% |
|
CARLYLE GROUP/THE | -2.8% |
|
STEPSTONE GROUP, INC. CLASS A | -2.3% |
 |
SONAE | -2.1% |