Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
45.2%
% of PSP's 42 holdings also in PEX
86.4%
% of PEX's 31 holdings also in PSP
Overlap by Weight
Sector Drift (PSP minus PEX)
Overlapping Holdings
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| Company | Weight in PSP |
Weight in PEX |
Overlap | |
|---|---|---|---|---|
 |
3I GROUP PLC | 4.8% | 10.5% | 4.8% |
 |
EURAZEO | 4.1% | 4.7% | 4.1% |
 |
ARES CAPITAL CORP | 2.9% | 10.1% | 2.9% |
 |
ONEX CORPORATION | 2.7% | 7.0% | 2.7% |
|
WENDEL | 1.7% | 4.4% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
PSP Overweight Relative to PEX
|
BLUE OWL CAPITAL INC CLASS A | 4.9% |
 |
EQT AB | 4.8% |
|
KKR & CO LP | 4.7% |
 |
PARTNERS GROUP HOLDING AG | 4.6% |
|
BLACKSTONE GROUP LP/THE | 4.5% |
 |
SOFINA | 4.4% |
 |
HAL TRUST | 3.9% |
|
CARLYLE GROUP/THE | 3.0% |
|
HAMILTON LANE INCORPORATED CLASS A | 2.3% |
|
STEPSTONE GROUP, INC. CLASS A | 2.0% |
PSP Underweight Relative to PEX
|
FS INVESTMENT CORP | -8.6% |
|
ARES CAPITAL CORP | -7.2% |
|
MAIN STREET CAPITAL CORP | -6.9% |
|
3I GROUP PLC | -5.7% |
|
ONEX CORPORATION | -4.3% |
|
GOLUB CAPITAL BDC INC | -3.9% |
|
HERCULES TECHNOLOGY GROWTH | -3.6% |
|
TPG SPECIALTY LENDING, INC. | -3.0% |
|
WENDEL | -2.7% |
|
PROSPECT CAPITAL CORP | -2.4% |