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
23%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
LBO
38
HOLDINGS
57%
ALSO IN PSP
PSP
45
HOLDINGS
47%
ALSO IN LBO
SECTOR DRIFT (LBO minus PSP)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in LBO |
Weight in PSP |
Overlap | |
|---|---|---|---|---|
 |
KKR & CO LP | 7.3% | 4.5% | 4.5% |
|
BLUE OWL CAPITAL INC CLASS A | 4.7% | 4.3% | 4.3% |
|
BLACKSTONE GROUP LP/THE | 3.6% | 4.7% | 3.6% |
|
CARLYLE GROUP/THE | 4.6% | 3.0% | 3.0% |
|
ARES CAPITAL CORP | 11.1% | 2.5% | 2.5% |
LBO Overweight Relative to PSP
|
ARES CAPITAL CORP | 8.6% |
|
APOLLO GLOBAL MANAGEMENT INC. | 8.6% |
|
HERCULES TECHNOLOGY GROWTH | 7.2% |
|
GOLUB CAPITAL BDC INC | 5.1% |
|
BLACKROCK INC | 4.7% |
|
ARES MANAGEMENT LP | 3.7% |
 |
BROOKFIELD CORP | 3.1% |
|
BROOKFIELD ASSET MGMT-A | 3.1% |
|
KKR & CO LP | 2.8% |
|
COMPASS DIVERSIFIED HOLDINGS | 2.0% |
LBO Underweight Relative to PSP
 |
3I GROUP PLC | -5.3% |
 |
EQT AB | -4.9% |
 |
PARTNERS GROUP HOLDING AG | -4.7% |
 |
HAL TRUST | -4.3% |
 |
SOFINA | -4.3% |
 |
EURAZEO | -3.3% |
|
ONEX CORPORATION | -2.3% |
|
WENDEL | -1.8% |
|
GRAHAM HOLDINGS | -1.5% |
 |
SONAE | -1.3% |