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
25.0%
% of KBWD's 41 holdings also in BIZD
36.4%
% of BIZD's 30 holdings also in KBWD
Overlap by Weight
Sector Drift (KBWD minus BIZD)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in KBWD |
Weight in BIZD |
Overlap | |
|---|---|---|---|---|
 |
PROSPECT CAPITAL CORP | 3.0% | 3.0% | 3.0% |
|
FS INVESTMENT CORP | 2.9% | 9.6% | 2.9% |
|
GOLDMAN SACHS BDC, INC | 2.7% | 2.7% | 2.7% |
|
CAPITAL SOUTHWEST CORP | 2.1% | 2.0% | 2.0% |
|
APOLLO INVESTMENT CORP | 2.0% | 2.5% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
KBWD Overweight Relative to BIZD
|
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% |
KBWD Underweight Relative to BIZD
|
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% |