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 PSP
43.9%
% of PSP's 41 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 | |
|---|---|---|---|---|
 |
BLACKSTONE GROUP LP/THE | 6.3% | 5.8% | 5.8% |
|
KKR & CO LP | 8.1% | 5.6% | 5.6% |
|
CARLYLE GROUP/THE | 5.0% | 4.7% | 4.7% |
|
BLUE OWL CAPITAL INC CLASS A | 6.3% | 3.9% | 3.9% |
|
ARES CAPITAL CORP | 7.0% | 3.1% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
LBO Overweight Relative to PSP
|
APOLLO GLOBAL MANAGEMENT INC. | 6.1% |
|
FS INVESTMENT CORP | 5.9% |
|
ARES MANAGEMENT LP | 5.2% |
|
HERCULES TECHNOLOGY GROWTH | 4.1% |
|
ARES CAPITAL CORP | 3.9% |
|
PROSPECT CAPITAL CORP | 2.5% |
|
KKR & CO LP | 2.5% |
|
BLUE OWL CAPITAL INC CLASS A | 2.5% |
|
GOLUB CAPITAL BDC INC | 2.4% |
|
CAPITAL SOUTHWEST CORP | 2.1% |
LBO Underweight Relative to PSP
 |
3I GROUP PLC | -4.7% |
 |
PARTNERS GROUP HOLDING AG | -4.6% |
 |
EQT AB | -3.8% |
 |
SOFINA | -3.7% |
 |
EURAZEO | -3.7% |
 |
HAL TRUST | -3.6% |
 |
ONEX CORPORATION | -3.6% |
|
GRAHAM HOLDINGS | -1.4% |
|
STEPSTONE GROUP, INC. CLASS A | -1.4% |
|
IAC/INTERACTIVECORP. | -1.1% |