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
39%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
LBO
38
HOLDINGS
27%
ALSO IN GPZ
GPZ
25
HOLDINGS
59%
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. | 8.6% | 7.7% | 7.7% |
|
KKR & CO LP | 7.3% | 8.3% | 7.3% |
|
CARLYLE GROUP/THE | 4.6% | 4.7% | 4.6% |
|
ARES MANAGEMENT LP | 3.7% | 5.5% | 3.7% |
|
BLACKSTONE GROUP LP/THE | 3.6% | 11.2% | 3.6% |
LBO Overweight Relative to GPZ
|
ARES CAPITAL CORP | 11.1% |
|
HERCULES TECHNOLOGY GROWTH | 7.4% |
|
GOLUB CAPITAL BDC INC | 5.5% |
|
BLACKROCK INC | 4.7% |
|
COMPASS DIVERSIFIED HOLDINGS | 2.3% |
|
TPG SPECIALTY LENDING, INC. | 2.0% |
|
APOLLO INVESTMENT CORP | 1.9% |
|
BLUE OWL CAPITAL INC CLASS A | 1.5% |
|
MAIN STREET CAPITAL CORP | 1.0% |
|
APOLLO GLOBAL MANAGEMENT INC. | 0.9% |
LBO Underweight Relative to GPZ
 |
BROOKFIELD CORP | -10.2% |
|
BLACKSTONE GROUP LP/THE | -7.6% |
 |
INTERMEDIATE CAPITAL GROUP PLC | -6.3% |
 |
PARTNERS GROUP HOLDING AG | -5.3% |
 |
EQT AB | -5.1% |
|
ONEX CORPORATION | -4.9% |
|
HANNON ARMSTRONG SUSTAINABLE | -3.4% |
 |
EURAZEO | -2.9% |
|
DIGITALBRIDGE GROUP, INC. CLASS A | -2.7% |
|
HAMILTON LANE INCORPORATED CLASS A | -2.7% |