Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
37%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
BPAY
41
HOLDINGS
48%
ALSO IN IPAY
IPAY
40
HOLDINGS
40%
ALSO IN BPAY
SECTOR DRIFT (BPAY minus IPAY)
OVERLAPPING HOLDINGS
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| Company | Weight in BPAY |
Weight in IPAY |
Overlap | |
|---|---|---|---|---|
 |
CAPITAL ONE FINANCIAL CORP | 4.1% | 5.3% | 4.1% |
|
AFFIRM HOLDINGS, INC. CLASS A | 3.9% | 5.5% | 3.9% |
|
GLOBAL PAYMENTS INC. | 4.6% | 3.7% | 3.7% |
|
BLOCK INC. | 3.3% | 6.2% | 3.3% |
|
VISA INC. CLASS A | 2.9% | 5.8% | 2.9% |
BPAY Overweight Relative to IPAY
|
SEZZLE INC | 4.3% |
|
LENDINGCLUB CORP | 3.6% |
|
ETORO GROUP LTD-A | 3.5% |
 |
MERCADOLIBRE INC | 3.3% |
 |
KASPI.KZ JSC SPONSORED GDR REGS | 3.1% |
|
KLARNA GROUP PLC | 3.1% |
|
GALAXY DIGITAL INC-A | 3.0% |
 |
SEA LTD. (SINGAPORE) SPONSORED ADR C | 2.9% |
|
ROBINHOOD MARKETS, INC. CLASS A | 2.9% |
|
SCHWAB (CHARLES) CORP | 2.7% |
BPAY Underweight Relative to IPAY
|
PAYPAL HOLDINGS INC | -4.8% |
|
CORPAY INC | -4.3% |
|
COINBASE GLOBAL, INC. CLASS A | -4.3% |
|
TOAST, INC. CLASS A | -4.1% |
 |
ADYEN NV | -3.4% |
 |
WISE PLC CLASS A | -3.2% |
|
AMERICAN EXPRESS CO | -3.2% |
|
VISA INC. CLASS A | -2.9% |
|
BLOCK INC. | -2.9% |
|
MASTERCARD INCORPORATED CLASS A | -2.8% |