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 KCE
16.9%
% of KCE's 60 holdings also in LBO
Overlap by Weight
Sector Drift (LBO minus KCE)
Overlapping Holdings
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| Company | Weight in LBO |
Weight in KCE |
Overlap | |
|---|---|---|---|---|
 |
BLUE OWL CAPITAL INC CLASS A | 4.1% | 1.8% | 1.8% |
|
BLACKROCK INC | 1.9% | 1.7% | 1.7% |
|
CARLYLE GROUP/THE | 2.7% | 1.7% | 1.7% |
|
KKR & CO LP | 6.3% | 1.7% | 1.7% |
|
ARES MANAGEMENT LP | 4.9% | 1.6% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
LBO Overweight Relative to KCE
|
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% |
LBO Underweight Relative to KCE
|
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% |