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
46.3%
% of PSP's 41 holdings also in PEX
82.6%
% 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 | 4.7% | 10.1% | 4.7% |
 |
EURAZEO | 3.7% | 4.4% | 3.7% |
 |
ONEX CORPORATION | 3.6% | 6.9% | 3.6% |
 |
ARES CAPITAL CORP | 3.1% | 9.8% | 3.1% |
 |
GIMV NV | 1.0% | 1.4% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
PSP Overweight Relative to PEX
|
BLACKSTONE GROUP LP/THE | 5.8% |
|
KKR & CO LP | 5.6% |
|
CARLYLE GROUP/THE | 4.7% |
 |
PARTNERS GROUP HOLDING AG | 4.6% |
|
BLUE OWL CAPITAL INC CLASS A | 3.9% |
 |
EQT AB | 3.8% |
|
SOFINA | 3.7% |
 |
HAL TRUST | 3.6% |
|
HAMILTON LANE INCORPORATED CLASS A | 3.0% |
|
STEPSTONE GROUP, INC. CLASS A | 2.6% |
PSP Underweight Relative to PEX
|
FS INVESTMENT CORP | -7.1% |
|
ARES CAPITAL CORP | -6.7% |
|
MAIN STREET CAPITAL CORP | -5.8% |
|
3I GROUP PLC | -5.5% |
|
KINNEVIK AB CLASS B | -4.4% |
|
WENDEL | -4.3% |
|
HERCULES TECHNOLOGY GROWTH | -4.2% |
|
GOLUB CAPITAL BDC INC | -3.6% |
|
ONEX CORPORATION | -3.3% |
|
PROSPECT CAPITAL CORP | -3.1% |