Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
52.9%
% of LBO's 34 holdings also in BIZD
81.8%
% of BIZD's 30 holdings also in LBO
Overlap by Weight
Sector Drift (LBO minus BIZD)
Overlapping Holdings
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| Company | Weight in LBO |
Weight in BIZD |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 7.0% | 21.9% | 7.0% |
|
FS INVESTMENT CORP | 6.8% | 9.6% | 6.8% |
|
HERCULES TECHNOLOGY GROWTH | 4.6% | 4.5% | 4.5% |
|
GOLUB CAPITAL BDC INC | 3.1% | 4.7% | 3.1% |
|
PROSPECT CAPITAL CORP | 2.5% | 3.0% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
LBO Overweight Relative to BIZD
|
KKR & CO LP | 8.1% |
|
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% |
|
HAMILTON LANE INCORPORATED CLASS A | 3.1% |
|
BLACKROCK INC | 2.0% |
|
STEPSTONE GROUP, INC. CLASS A | 1.2% |
|
COMPASS DIVERSIFIED HOLDINGS | 1.1% |
LBO Underweight Relative to BIZD
|
ARES CAPITAL CORP | -14.9% |
|
OWL ROCK CAPITAL CORP. | -8.8% |
|
MAIN STREET CAPITAL CORP | -4.7% |
|
TPG SPECIALTY LENDING, INC. | -3.2% |
|
FS INVESTMENT CORP | -2.7% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | -2.5% |
|
APOLLO INVESTMENT CORP | -1.7% |
|
GOLUB CAPITAL BDC INC | -1.6% |
|
SOLAR CAPITAL LTD | -1.2% |
|
FIDUS INVESTMENT CORP | -1.1% |