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
43.9%
% of PSP's 41 holdings also in LBO
52.9%
% of LBO's 34 holdings also in PSP
Overlap by Weight
Sector Drift (PSP minus LBO)
Overlapping Holdings
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| Company | Weight in PSP |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
BLACKSTONE GROUP LP/THE | 5.8% | 6.3% | 5.8% |
|
KKR & CO LP | 5.6% | 8.1% | 5.6% |
|
CARLYLE GROUP/THE | 4.7% | 5.0% | 4.7% |
|
BLUE OWL CAPITAL INC CLASS A | 3.9% | 6.3% | 3.9% |
|
ARES CAPITAL CORP | 3.1% | 7.0% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
PSP Overweight Relative to LBO
 |
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% |
PSP Underweight Relative to LBO
|
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% |