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
32.3%
% of KBWD's 42 holdings also in BIZD
45.5%
% of BIZD's 31 holdings also in KBWD
Overlap by Weight
Sector Drift (KBWD minus BIZD)
Overlapping Holdings
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| Company | Weight in KBWD |
Weight in BIZD |
Overlap | |
|---|---|---|---|---|
 |
FS INVESTMENT CORP | 3.2% | 3.7% | 3.2% |
|
GOLDMAN SACHS BDC, INC | 3.1% | 1.9% | 1.9% |
|
APOLLO INVESTMENT CORP | 2.4% | 1.8% | 1.8% |
|
NEW MOUNTAIN FINANCE CORP | 2.5% | 1.6% | 1.6% |
|
PENNANTPARK FLOATING RATE CA | 2.6% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
KBWD Overweight Relative to BIZD
|
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 | 2.1% |
|
WESTERN UNION CO | 2.1% |
KBWD Underweight Relative to BIZD
|
ARES CAPITAL CORP | -19.1% |
|
OWL ROCK CAPITAL CORP. | -11.6% |
|
HERCULES TECHNOLOGY GROWTH | -4.1% |
|
GOLUB CAPITAL BDC INC | -4.0% |
|
TPG SPECIALTY LENDING, INC. | -3.0% |
|
MAIN STREET CAPITAL CORP | -2.5% |
|
PROSPECT CAPITAL CORP | -2.2% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | -1.8% |
|
CAPITAL SOUTHWEST CORP | -1.6% |
|
SOLAR CAPITAL LTD | -1.0% |