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
44%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
LBO
39
HOLDINGS
28%
ALSO IN GPZ
GPZ
25
HOLDINGS
61%
ALSO IN LBO
SECTOR DRIFT (LBO minus GPZ)
OVERLAPPING HOLDINGS
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| Company | Weight in LBO |
Weight in GPZ |
Overlap | |
|---|---|---|---|---|
 |
APOLLO GLOBAL MANAGEMENT INC. | 9.5% | 9.0% | 9.0% |
|
KKR & CO LP | 7.2% | 10.1% | 7.2% |
|
ARES MANAGEMENT LP | 6.4% | 5.1% | 5.1% |
 |
BROOKFIELD ASSET MGMT-A | 4.0% | 6.8% | 4.0% |
|
CARLYLE GROUP/THE | 3.9% | 3.9% | 3.9% |
LBO Overweight Relative to GPZ
|
ARES CAPITAL CORP | 10.2% |
|
GOLUB CAPITAL BDC INC | 5.5% |
|
HERCULES TECHNOLOGY GROWTH | 4.8% |
|
BLACKROCK INC | 4.6% |
|
COMPASS DIVERSIFIED HOLDINGS | 3.6% |
|
APOLLO INVESTMENT CORP | 1.8% |
|
TPG SPECIALTY LENDING, INC. | 1.8% |
|
BLUE OWL CAPITAL INC CLASS A | 1.5% |
|
OWL ROCK CAPITAL CORP. | 1.5% |
|
ARES MANAGEMENT LP | 1.3% |
LBO Underweight Relative to GPZ
|
BROOKFIELD CORP | -9.0% |
|
BLACKSTONE GROUP LP/THE | -8.6% |
 |
INTERMEDIATE CAPITAL GROUP PLC | -5.8% |
|
ONEX CORPORATION | -4.6% |
 |
EQT AB | -4.4% |
 |
PARTNERS GROUP HOLDING AG | -3.6% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.6% |
|
KKR & CO LP | -2.9% |
 |
EURAZEO | -2.8% |
|
BROOKFIELD ASSET MGMT-A | -2.8% |