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
40.5%
% of PSP's 42 holdings also in LBO
50.0%
% of LBO's 35 holdings also in PSP
Overlap by Weight
Sector Drift (PSP minus LBO)
Overlapping Holdings
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| Company | Weight in PSP |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
KKR & CO LP | 4.7% | 6.2% | 4.7% |
|
BLACKSTONE GROUP LP/THE | 4.7% | 4.2% | 4.2% |
|
BLUE OWL CAPITAL INC CLASS A | 4.7% | 3.9% | 3.9% |
|
ARES CAPITAL CORP | 2.9% | 8.4% | 2.9% |
|
CARLYLE GROUP/THE | 2.7% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
PSP Overweight Relative to LBO
 |
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% |
PSP Underweight Relative to LBO
|
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% |