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
30%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
FBDC
21
HOLDINGS
80%
ALSO IN LBO
LBO
38
HOLDINGS
32%
ALSO IN FBDC
SECTOR DRIFT (FBDC minus LBO)
OVERLAPPING HOLDINGS
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| Company | Weight in FBDC |
Weight in LBO |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 10.2% | 11.1% | 10.2% |
|
HERCULES TECHNOLOGY GROWTH | 9.6% | 7.4% | 7.4% |
|
GOLUB CAPITAL BDC INC | 8.9% | 5.5% | 5.5% |
|
TPG SPECIALTY LENDING, INC. | 8.4% | 2.0% | 2.0% |
|
APOLLO INVESTMENT CORP | 3.0% | 1.9% | 1.9% |
FBDC Overweight Relative to LBO
|
MAIN STREET CAPITAL CORP | 11.6% |
|
TPG SPECIALTY LENDING, INC. | 6.4% |
|
OWL ROCK CAPITAL CORP. | 5.7% |
|
NEW MOUNTAIN FINANCE CORP | 4.5% |
|
TRIANGLE CAPITAL CORP | 3.9% |
|
GOLUB CAPITAL BDC INC | 3.4% |
|
FS INVESTMENT CORP | 3.4% |
|
CAPITAL SOUTHWEST CORP | 3.1% |
|
HERCULES TECHNOLOGY GROWTH | 2.2% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | 2.1% |
FBDC Underweight Relative to LBO
|
APOLLO GLOBAL MANAGEMENT INC. | -8.6% |
|
KKR & CO LP | -7.3% |
|
BLACKROCK INC | -4.7% |
|
BLUE OWL CAPITAL INC CLASS A | -4.7% |
|
CARLYLE GROUP/THE | -4.6% |
|
ARES MANAGEMENT LP | -3.7% |
|
BLACKSTONE GROUP LP/THE | -3.6% |
 |
BROOKFIELD CORP | -3.1% |
|
BROOKFIELD ASSET MGMT-A | -3.1% |
|
COMPASS DIVERSIFIED HOLDINGS | -2.3% |