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
31.3%
% of KBWD's 41 holdings also in LBO
29.4%
% of LBO's 34 holdings also in KBWD
Overlap by Weight
Sector Drift (KBWD minus LBO)
Overlapping Holdings
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| Company | Weight in KBWD |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
FS INVESTMENT CORP | 2.9% | 6.8% | 2.9% |
|
PROSPECT CAPITAL CORP | 3.0% | 2.5% | 2.5% |
|
CAPITAL SOUTHWEST CORP | 2.1% | 2.3% | 2.1% |
|
GOLDMAN SACHS BDC, INC | 2.7% | 2.1% | 2.1% |
|
TRIANGLE CAPITAL CORP | 2.4% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
KBWD Overweight Relative to LBO
|
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% |
|
TPG RE FINANCE TRUST, INC. | 2.7% |
KBWD Underweight Relative to LBO
|
KKR & CO LP | -8.1% |
|
ARES CAPITAL CORP | -7.0% |
|
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% |
|
HERCULES TECHNOLOGY GROWTH | -4.6% |
|
FS INVESTMENT CORP | -4.0% |
|
GOLUB CAPITAL BDC INC | -3.1% |