Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
17
Number of overlapping holdings
50.0%
% of LBO's 35 holdings also in PSP
40.5%
% of PSP's 42 holdings also in LBO
Overlap by Weight
Sector Drift (LBO minus PSP)
Overlapping Holdings
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| Company | Weight in LBO |
Weight in PSP |
Overlap | |
|---|---|---|---|---|
 |
KKR & CO LP | 6.3% | 4.7% | 4.7% |
|
BLUE OWL CAPITAL INC CLASS A | 4.1% | 4.9% | 4.1% |
|
BLACKSTONE GROUP LP/THE | 4.0% | 4.5% | 4.0% |
|
ARES CAPITAL CORP | 8.3% | 2.9% | 2.9% |
|
CARLYLE GROUP/THE | 2.7% | 3.0% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
LBO Overweight Relative to PSP
|
FS INVESTMENT CORP | 6.7% |
|
HERCULES TECHNOLOGY GROWTH | 5.5% |
|
ARES CAPITAL CORP | 5.4% |
|
GOLUB CAPITAL BDC INC | 5.2% |
|
PROSPECT CAPITAL CORP | 4.9% |
|
ARES MANAGEMENT LP | 4.9% |
|
APOLLO GLOBAL MANAGEMENT INC. | 4.6% |
|
BLACKROCK INC | 1.9% |
|
CAPITAL SOUTHWEST CORP | 1.9% |
|
GOLDMAN SACHS BDC, INC | 1.8% |
LBO Underweight Relative to PSP
 |
EQT AB | -4.8% |
 |
3I GROUP PLC | -4.8% |
 |
PARTNERS GROUP HOLDING AG | -4.6% |
 |
SOFINA | -4.4% |
 |
EURAZEO | -4.1% |
 |
HAL TRUST | -3.9% |
 |
ONEX CORPORATION | -2.7% |
|
WENDEL | -1.7% |
|
GIMV NV | -1.3% |
|
GRAHAM HOLDINGS | -1.3% |