Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
45.5%
% of BIZD's 31 holdings also in KBWD
32.3%
% of KBWD's 42 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 | |
|---|---|---|---|---|
 |
FS INVESTMENT CORP | 3.8% | 3.2% | 3.2% |
|
GOLDMAN SACHS BDC, INC | 1.8% | 3.1% | 1.8% |
|
APOLLO INVESTMENT CORP | 1.7% | 2.4% | 1.7% |
|
NEW MOUNTAIN FINANCE CORP | 1.5% | 2.5% | 1.5% |
|
MAIN STREET CAPITAL CORP | 4.1% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
BIZD Overweight Relative to KBWD
|
ARES CAPITAL CORP | 19.5% |
|
OWL ROCK CAPITAL CORP. | 11.7% |
|
GOLUB CAPITAL BDC INC | 4.1% |
|
HERCULES TECHNOLOGY GROWTH | 4.0% |
|
TPG SPECIALTY LENDING, INC. | 3.0% |
|
MAIN STREET CAPITAL CORP | 2.6% |
|
PROSPECT CAPITAL CORP | 2.1% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | 1.8% |
|
CAPITAL SOUTHWEST CORP | 1.6% |
|
SOLAR CAPITAL LTD | 1.0% |
BIZD Underweight Relative to KBWD
|
DYNEX CAPITAL INC | -3.9% |
|
AGNC INVESTMENT CORP. | -3.8% |
|
ELLINGTON FINANCIAL LLC | -3.3% |
|
PENNANTPARK INVESTMENT CORP | -3.2% |
|
PENNYMAC MORTGAGE INVESTMENT | -3.1% |
|
MFA FINANCIAL, INC. | -2.9% |
|
READY CAPITAL CORPORATION | -2.4% |
|
ARBOR REALTY TRUST INC | -2.3% |
|
TCP CAPITAL CORP | -2.2% |
|
WESTERN UNION CO | -2.1% |