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
16.9%
% of KCE's 60 holdings also in LBO
29.4%
% of LBO's 35 holdings also in KCE
Overlap by Weight
Sector Drift (KCE minus LBO)
Overlapping Holdings
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| Company | Weight in KCE |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
BLUE OWL CAPITAL INC CLASS A | 1.8% | 4.1% | 1.8% |
|
BLACKROCK INC | 1.7% | 1.9% | 1.7% |
|
CARLYLE GROUP/THE | 1.7% | 2.7% | 1.7% |
|
KKR & CO LP | 1.7% | 6.3% | 1.7% |
|
ARES MANAGEMENT LP | 1.6% | 4.9% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
KCE Overweight Relative to LBO
|
TRADEWEB MARKETS, INC. CLASS A | 1.8% |
|
ROBINHOOD MARKETS, INC. CLASS A | 1.8% |
|
CBOE HOLDINGS INC | 1.8% |
|
VIRTU FINANCIAL, INC. CLASS A | 1.8% |
|
LPL FINANCIAL HOLDINGS INC | 1.8% |
|
FEDERATED INVESTORS INC-CL B | 1.8% |
|
S&P GLOBAL, INC. | 1.7% |
|
SCHWAB (CHARLES) CORP | 1.7% |
|
MARKETAXESS HOLDINGS INC | 1.7% |
|
SEI INVESTMENTS COMPANY | 1.7% |
KCE Underweight Relative to LBO
|
ARES CAPITAL CORP | -8.3% |
|
FS INVESTMENT CORP | -7.6% |
|
HERCULES TECHNOLOGY GROWTH | -6.0% |
|
GOLUB CAPITAL BDC INC | -5.7% |
|
PROSPECT CAPITAL CORP | -4.9% |
|
KKR & CO LP | -4.7% |
|
APOLLO GLOBAL MANAGEMENT INC. | -4.6% |
|
ARES MANAGEMENT LP | -3.3% |
|
BLACKSTONE GROUP LP/THE | -2.4% |
|
BLUE OWL CAPITAL INC CLASS A | -2.3% |