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
18
Number of overlapping holdings
81.8%
% of BIZD's 30 holdings also in LBO
52.9%
% of LBO's 34 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 | 21.9% | 7.0% | 7.0% |
|
FS INVESTMENT CORP | 9.6% | 6.8% | 6.8% |
|
HERCULES TECHNOLOGY GROWTH | 4.5% | 4.6% | 4.5% |
|
GOLUB CAPITAL BDC INC | 4.7% | 3.1% | 3.1% |
|
PROSPECT CAPITAL CORP | 3.0% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
BIZD Overweight Relative to LBO
|
ARES CAPITAL CORP | 14.9% |
|
OWL ROCK CAPITAL CORP. | 8.8% |
|
MAIN STREET CAPITAL CORP | 4.7% |
|
TPG SPECIALTY LENDING, INC. | 3.2% |
|
FS INVESTMENT CORP | 2.7% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | 2.5% |
|
APOLLO INVESTMENT CORP | 1.7% |
|
GOLUB CAPITAL BDC INC | 1.6% |
|
SOLAR CAPITAL LTD | 1.2% |
|
FIDUS INVESTMENT CORP | 1.1% |
BIZD Underweight Relative to LBO
|
KKR & CO LP | -8.1% |
|
BLUE OWL CAPITAL INC CLASS A | -6.3% |
|
BLACKSTONE GROUP LP/THE | -6.3% |
|
APOLLO GLOBAL MANAGEMENT INC. | -6.1% |
|
ARES MANAGEMENT LP | -5.2% |
|
CARLYLE GROUP/THE | -5.0% |
|
HAMILTON LANE INCORPORATED CLASS A | -3.1% |
|
BLACKROCK INC | -2.0% |
|
STEPSTONE GROUP, INC. CLASS A | -1.2% |
|
COMPASS DIVERSIFIED HOLDINGS | -1.1% |