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
OVERLAP
11%
OVERLAP
BY WEIGHT
2
# OF OVERLAPPING
HOLDINGS
AKRE
17
HOLDINGS
12%
ALSO IN LBO
LBO
38
HOLDINGS
5%
ALSO IN AKRE
SECTOR DRIFT (AKRE minus LBO)
OVERLAPPING HOLDINGS
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| Company | Weight in AKRE |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
KKR & CO LP | 7.4% | 7.5% | 7.4% |
 |
BROOKFIELD CORP | 11.7% | 3.1% | 3.1% |
AKRE Overweight Relative to LBO
|
MASTERCARD INCORPORATED CLASS A | 13.8% |
|
CONSTELLATION SOFTWARE INC | 9.3% |
|
VISA INC. CLASS A | 9.1% |
|
BROOKFIELD CORP | 8.5% |
|
MOODY'S CORP | 5.7% |
|
COSTAR GROUP INC | 5.2% |
|
ROPER TECHNOLOGIES, INC. | 5.1% |
|
FAIR ISAAC CORP | 4.5% |
|
AIRBNB, INC. CLASS A | 3.7% |
|
COPART INC | 3.6% |
AKRE Underweight Relative to LBO
|
ARES CAPITAL CORP | -10.3% |
|
APOLLO GLOBAL MANAGEMENT INC. | -9.4% |
|
HERCULES TECHNOLOGY GROWTH | -7.4% |
|
BLUE OWL CAPITAL INC CLASS A | -5.8% |
|
CARLYLE GROUP/THE | -5.0% |
|
GOLUB CAPITAL BDC INC | -5.0% |
|
BLACKROCK INC | -4.7% |
|
ARES MANAGEMENT LP | -4.1% |
|
BLACKSTONE GROUP LP/THE | -3.8% |
|
BROOKFIELD ASSET MGMT-A | -3.0% |