Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
LBO
39
HOLDINGS
31%
ALSO IN FBDC
FBDC
21
HOLDINGS
86%
ALSO IN LBO
SECTOR DRIFT (LBO minus FBDC)
OVERLAPPING HOLDINGS
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| Company | Weight in LBO |
Weight in FBDC |
Overlap | |
|---|---|---|---|---|
 |
ARES CAPITAL CORP | 10.2% | 10.5% | 10.2% |
|
GOLUB CAPITAL BDC INC | 5.5% | 9.6% | 5.5% |
|
HERCULES TECHNOLOGY GROWTH | 4.8% | 10.3% | 4.8% |
|
APOLLO INVESTMENT CORP | 1.8% | 3.1% | 1.8% |
|
TPG SPECIALTY LENDING, INC. | 1.8% | 8.0% | 1.8% |
LBO Overweight Relative to FBDC
|
APOLLO GLOBAL MANAGEMENT INC. | 9.5% |
|
KKR & CO LP | 7.2% |
|
ARES MANAGEMENT LP | 6.4% |
|
BLUE OWL CAPITAL INC CLASS A | 4.7% |
|
BLACKROCK INC | 4.6% |
 |
BROOKFIELD ASSET MGMT-A | 4.0% |
|
CARLYLE GROUP/THE | 3.9% |
|
COMPASS DIVERSIFIED HOLDINGS | 3.6% |
|
BLACKSTONE GROUP LP/THE | 3.5% |
|
BROOKFIELD CORP | 3.3% |
LBO Underweight Relative to FBDC
|
MAIN STREET CAPITAL CORP | -10.9% |
|
TPG SPECIALTY LENDING, INC. | -6.3% |
|
HERCULES TECHNOLOGY GROWTH | -5.5% |
|
OWL ROCK CAPITAL CORP. | -5.2% |
|
CAPITAL SOUTHWEST CORP | -4.5% |
|
NEW MOUNTAIN FINANCE CORP | -4.4% |
|
GOLUB CAPITAL BDC INC | -4.1% |
|
TRIANGLE CAPITAL CORP | -4.1% |
|
OAKTREE SPECIALTY LENDING CORPORATIO | -2.2% |
|
BAIN CAPITAL SPECIALTY FINANCE, INC. | -1.7% |