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 35 holdings also in KBWD
32.3%
% of KBWD's 42 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 | 7.7% | 3.2% | 3.2% |
|
GOLDMAN SACHS BDC, INC | 1.9% | 3.1% | 1.9% |
|
TRIANGLE CAPITAL CORP | 1.7% | 2.3% | 1.7% |
|
PENNANTPARK FLOATING RATE CA | 1.6% | 2.6% | 1.6% |
|
TCG BDC, INC. | 1.2% | 2.6% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
LBO Overweight Relative to KBWD
|
ARES CAPITAL CORP | 8.4% |
|
KKR & CO LP | 6.3% |
|
HERCULES TECHNOLOGY GROWTH | 5.9% |
|
GOLUB CAPITAL BDC INC | 5.7% |
|
ARES MANAGEMENT LP | 5.3% |
|
PROSPECT CAPITAL CORP | 4.8% |
|
APOLLO GLOBAL MANAGEMENT INC. | 4.8% |
|
FS INVESTMENT CORP | 4.5% |
|
BLACKSTONE GROUP LP/THE | 4.2% |
|
BLUE OWL CAPITAL INC CLASS A | 3.9% |
LBO Underweight Relative to KBWD
|
DYNEX CAPITAL INC | -3.9% |
|
AGNC INVESTMENT CORP. | -3.8% |
|
ELLINGTON FINANCIAL LLC | -3.3% |
|
PENNYMAC MORTGAGE INVESTMENT | -3.1% |
|
MFA FINANCIAL, INC. | -2.9% |
|
FIDUS INVESTMENT CORP | -2.7% |
|
PENNANTPARK INVESTMENT CORP | -2.6% |
|
READY CAPITAL CORPORATION | -2.4% |
|
ARBOR REALTY TRUST INC | -2.3% |
|
TCP CAPITAL CORP | -2.3% |