Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
15.5%
% of KCE's 58 holdings also in LBO
26.5%
% of LBO's 34 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 | 1.9% | 6.3% | 1.9% |
|
CARLYLE GROUP/THE | 1.8% | 5.0% | 1.8% |
|
HAMILTON LANE INCORPORATED CLASS A | 1.8% | 3.1% | 1.8% |
|
KKR & CO LP | 1.8% | 8.1% | 1.8% |
|
BLACKSTONE GROUP LP/THE | 1.7% | 6.3% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
KCE Overweight Relative to LBO
|
COINBASE GLOBAL, INC. CLASS A | 2.7% |
|
LPL FINANCIAL HOLDINGS INC | 2.2% |
|
ROBINHOOD MARKETS, INC. CLASS A | 2.1% |
|
INTERACTIVE BROKERS GRO-CL A | 2.0% |
|
MORGAN STANLEY | 2.0% |
|
RAYMOND JAMES FINANCIAL INC | 2.0% |
|
STIFEL FINANCIAL CORP | 1.9% |
|
SCHWAB (CHARLES) CORP | 1.9% |
|
AMERIPRISE FINANCIAL INC | 1.9% |
|
JEFFERIES FINANCIAL GROUP INC. | 1.8% |
KCE Underweight Relative to LBO
|
ARES CAPITAL CORP | -7.0% |
|
FS INVESTMENT CORP | -6.8% |
|
KKR & CO LP | -6.4% |
|
APOLLO GLOBAL MANAGEMENT INC. | -6.1% |
|
BLACKSTONE GROUP LP/THE | -4.6% |
|
HERCULES TECHNOLOGY GROWTH | -4.6% |
|
BLUE OWL CAPITAL INC CLASS A | -4.5% |
|
ARES MANAGEMENT LP | -3.5% |
|
CARLYLE GROUP/THE | -3.2% |
|
GOLUB CAPITAL BDC INC | -3.1% |