Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
81.8%
% of BIZD's 31 holdings also in LBO
52.9%
% of LBO's 35 holdings also in BIZD
Overlap by Weight
Sector Drift (BIZD minus LBO)
Overlapping Holdings
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| Company | Weight in BIZD |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 19.1% | 8.3% | 8.3% |
|
HERCULES TECHNOLOGY GROWTH | 4.1% | 6.0% | 4.1% |
|
GOLUB CAPITAL BDC INC | 4.0% | 5.7% | 4.0% |
|
FS INVESTMENT CORP | 3.7% | 7.6% | 3.7% |
|
PROSPECT CAPITAL CORP | 2.2% | 4.9% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
BIZD Overweight Relative to LBO
|
OWL ROCK CAPITAL CORP. | 11.6% |
|
ARES CAPITAL CORP | 10.8% |
|
MAIN STREET CAPITAL CORP | 3.9% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | 1.8% |
|
TPG SPECIALTY LENDING, INC. | 1.0% |
|
SOLAR CAPITAL LTD | 1.0% |
|
FIDUS INVESTMENT CORP | 0.8% |
|
APOLLO INVESTMENT CORP | 0.7% |
|
NEW MOUNTAIN FINANCE CORP | 0.5% |
|
GLADSTONE CAPITAL CORP | 0.4% |
BIZD Underweight Relative to LBO
|
KKR & CO LP | -6.3% |
|
ARES MANAGEMENT LP | -4.9% |
|
APOLLO GLOBAL MANAGEMENT INC. | -4.6% |
|
BLUE OWL CAPITAL INC CLASS A | -4.1% |
|
BLACKSTONE GROUP LP/THE | -4.0% |
|
FS INVESTMENT CORP | -3.9% |
|
PROSPECT CAPITAL CORP | -2.8% |
|
CARLYLE GROUP/THE | -2.7% |
|
BLACKROCK INC | -1.9% |
|
HERCULES TECHNOLOGY GROWTH | -1.9% |