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
38%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
IPAY
40
HOLDINGS
44%
ALSO IN BPAY
BPAY
46
HOLDINGS
53%
ALSO IN IPAY
SECTOR DRIFT (IPAY minus BPAY)
OVERLAPPING HOLDINGS
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| Company | Weight in IPAY |
Weight in BPAY |
Overlap | |
|---|---|---|---|---|
 |
BLOCK INC. | 5.3% | 4.6% | 4.6% |
|
CAPITAL ONE FINANCIAL CORP | 5.4% | 4.0% | 4.0% |
|
GLOBAL PAYMENTS INC. | 3.9% | 3.9% | 3.9% |
|
PAYPAL HOLDINGS INC | 5.1% | 3.8% | 3.8% |
|
AFFIRM HOLDINGS, INC. CLASS A | 4.3% | 2.2% | 2.2% |
IPAY Overweight Relative to BPAY
|
TOAST, INC. CLASS A | 4.8% |
|
COINBASE GLOBAL, INC. CLASS A | 4.6% |
|
VISA INC. CLASS A | 4.0% |
|
MASTERCARD INCORPORATED CLASS A | 3.9% |
 |
ADYEN NV | 3.6% |
|
AMERICAN EXPRESS CO | 3.4% |
|
FISERV, INC. | 3.2% |
 |
WISE PLC CLASS A | 2.9% |
|
FIDELITY NATIONAL INFORMATION SERVIC | 2.8% |
|
CORPAY INC | 2.4% |
IPAY Underweight Relative to BPAY
|
SCHWAB (CHARLES) CORP | -3.6% |
|
ROBINHOOD MARKETS, INC. CLASS A | -3.4% |
 |
NU HOLDINGS LTD. CLASS A | -3.0% |
|
SEZZLE INC | -3.0% |
|
LENDINGCLUB CORP | -2.9% |
 |
MERCADOLIBRE INC | -2.8% |
 |
SEA LTD. (SINGAPORE) SPONSORED ADR C | -2.3% |
 |
KASPI.KZ JSC SPONSORED GDR REGS | -2.3% |
 |
TEMENOS GROUP AG-REG | -2.2% |
 |
PAGAYA TECHNOLOGIES LTD CLASS A | -1.8% |