Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
BPAY
43
HOLDINGS
45%
ALSO IN IPAY
IPAY
40
HOLDINGS
35%
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% | 6.5% | 4.1% |
|
BLOCK INC. | 3.9% | 5.7% | 3.9% |
|
GLOBAL PAYMENTS INC. | 3.8% | 4.5% | 3.8% |
|
AFFIRM HOLDINGS, INC. CLASS A | 3.5% | 5.1% | 3.5% |
|
VISA INC. CLASS A | 2.8% | 6.0% | 2.8% |
BPAY Overweight Relative to IPAY
|
KLARNA GROUP PLC | 4.7% |
|
ROBINHOOD MARKETS, INC. CLASS A | 4.3% |
|
SEZZLE INC | 3.8% |
|
LENDINGCLUB CORP | 3.6% |
 |
KASPI.KZ JSC SPONSORED GDR REGS | 3.1% |
 |
SEA LTD. (SINGAPORE) SPONSORED ADR C | 2.9% |
|
ETORO GROUP LTD-A | 2.7% |
 |
MERCADOLIBRE INC | 2.7% |
|
SCHWAB (CHARLES) CORP | 2.6% |
 |
NU HOLDINGS LTD. CLASS A | 2.5% |
BPAY Underweight Relative to IPAY
|
PAYPAL HOLDINGS INC | -5.8% |
|
TOAST, INC. CLASS A | -4.8% |
|
CORPAY INC | -4.7% |
|
AMERICAN EXPRESS CO | -4.3% |
 |
WISE PLC CLASS A | -3.9% |
|
MASTERCARD INCORPORATED CLASS A | -3.4% |
|
VISA INC. CLASS A | -3.3% |
|
FISERV, INC. | -3.1% |
|
COINBASE GLOBAL, INC. CLASS A | -3.0% |
 |
ADYEN NV | -2.6% |