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
29.4%
% of LBO's 34 holdings also in KBWD
31.3%
% of KBWD's 41 holdings also in LBO
Overlap by Weight
Sector Drift (LBO minus KBWD)
Overlapping Holdings
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| Company | Weight in LBO |
Weight in KBWD |
Overlap | |
|---|---|---|---|---|
 |
FS INVESTMENT CORP | 6.8% | 2.9% | 2.9% |
|
PROSPECT CAPITAL CORP | 2.5% | 3.0% | 2.5% |
|
CAPITAL SOUTHWEST CORP | 2.3% | 2.1% | 2.1% |
|
GOLDMAN SACHS BDC, INC | 2.1% | 2.7% | 2.1% |
|
TRIANGLE CAPITAL CORP | 1.9% | 2.4% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
LBO Overweight Relative to KBWD
|
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% |
LBO Underweight Relative to KBWD
|
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% |