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
8
Number of overlapping holdings
36.4%
% of BIZD's 30 holdings also in KBWD
25.0%
% of KBWD's 41 holdings also in BIZD
Overlap by Weight
Sector Drift (BIZD minus KBWD)
Overlapping Holdings
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| Company | Weight in BIZD |
Weight in KBWD |
Overlap | |
|---|---|---|---|---|
 |
PROSPECT CAPITAL CORP | 3.0% | 3.0% | 3.0% |
|
FS INVESTMENT CORP | 9.6% | 2.9% | 2.9% |
|
GOLDMAN SACHS BDC, INC | 2.7% | 2.7% | 2.7% |
|
CAPITAL SOUTHWEST CORP | 2.0% | 2.1% | 2.0% |
|
APOLLO INVESTMENT CORP | 2.5% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
BIZD Overweight Relative to KBWD
|
ARES CAPITAL CORP | 21.9% |
|
OWL ROCK CAPITAL CORP. | 8.8% |
|
FS INVESTMENT CORP | 6.7% |
|
MAIN STREET CAPITAL CORP | 4.7% |
|
GOLUB CAPITAL BDC INC | 4.7% |
|
HERCULES TECHNOLOGY GROWTH | 4.5% |
|
TPG SPECIALTY LENDING, INC. | 3.6% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | 2.5% |
|
NEW MOUNTAIN FINANCE CORP | 2.0% |
|
TCG BDC, INC. | 1.6% |
BIZD Underweight Relative to KBWD
|
READY CAPITAL CORPORATION | -3.8% |
|
ARES COMMERCIAL REAL ESTATE | -3.8% |
|
AGNC INVESTMENT CORP. | -3.7% |
|
APOLLO COMMERCIAL REAL ESTAT | -3.4% |
|
ELLINGTON FINANCIAL LLC | -3.2% |
|
MFA FINANCIAL, INC. | -3.2% |
|
KKR REAL ESTATE FINANCE TRUST INC. | -3.0% |
|
DYNEX CAPITAL INC | -3.0% |
|
EAGLE BANCORP INC | -2.9% |
|
PENNANTPARK INVESTMENT CORP | -2.9% |