Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
OVERLAP
13%
OVERLAP
BY WEIGHT
2
# OF OVERLAPPING
HOLDINGS
IPAY
39
HOLDINGS
5%
ALSO IN AKRE
AKRE
17
HOLDINGS
12%
ALSO IN IPAY
SECTOR DRIFT (IPAY minus AKRE)
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 IPAY |
Weight in AKRE |
Overlap | |
|---|---|---|---|---|
| MASTERCARD INCORPORATED CLASS A | 6.4% | 13.8% | 6.4% | |
| VISA INC. CLASS A | 6.4% | 9.1% | 6.4% | |
IPAY Overweight Relative to AKRE
| AMERICAN EXPRESS CO | 6.5% | |
| CORPAY INC | 5.8% | |
| ADYEN NV | 5.7% | |
| WISE PLC CLASS A | 5.1% | |
| GLOBAL PAYMENTS INC. | 4.7% | |
| FISERV, INC. | 4.7% | |
| BLOCK INC. | 4.3% | |
| PAYPAL HOLDINGS INC | 4.2% | |
| AFFIRM HOLDINGS, INC. CLASS A | 4.2% | |
| TOAST, INC. CLASS A | 3.9% |
IPAY Underweight Relative to AKRE
| BROOKFIELD CORP | -11.7% | |
| CONSTELLATION SOFTWARE INC | -9.3% | |
| KKR & CO LP | -7.4% | |
| MASTERCARD INCORPORATED CLASS A | -7.3% | |
| MOODY'S CORP | -5.7% | |
| COSTAR GROUP INC | -5.2% | |
| ROPER TECHNOLOGIES, INC. | -5.1% | |
| FAIR ISAAC CORP | -4.5% | |
| AIRBNB, INC. CLASS A | -3.7% | |
| COPART INC | -3.6% |