Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
OVERLAP
37%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
BPAY
49
HOLDINGS
42%
ALSO IN IPAY
IPAY
39
HOLDINGS
38%
ALSO IN BPAY
SECTOR DRIFT (BPAY minus IPAY)
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 BPAY |
Weight in IPAY |
Overlap | |
|---|---|---|---|---|
| PAYPAL HOLDINGS INC | 4.9% | 6.1% | 4.9% | |
| BLOCK INC. | 4.5% | 4.1% | 4.1% | |
| GLOBAL PAYMENTS INC. | 3.5% | 4.6% | 3.5% | |
| COINBASE GLOBAL, INC. CLASS A | 3.0% | 4.3% | 3.0% | |
| AMERICAN EXPRESS CO | 3.0% | 8.2% | 3.0% | |
BPAY Overweight Relative to IPAY
| SYNCHRONY FINANCIAL | 6.2% | |
| SCHWAB (CHARLES) CORP | 6.0% | |
| ROBINHOOD MARKETS, INC. CLASS A | 6.0% | |
| CAPITAL ONE FINANCIAL CORP | 5.9% | |
| KIWOOM SECURITIES CO LTD | 5.3% | |
| PAGAYA TECHNOLOGIES LTD CLASS A | 5.1% | |
| AIRTEL AFRICA PLC | 4.4% | |
| DUN & BRADSTREET HOLDINGS INC | 4.1% | |
| NU HOLDINGS LTD. CLASS A | 4.0% | |
| KASPI.KZ JSC SPONSORED GDR REGS | 2.8% |
BPAY Underweight Relative to IPAY
| AMERICAN EXPRESS CO | -5.2% | |
| VISA INC. CLASS A | -5.1% | |
| CORPAY INC | -5.0% | |
| MASTERCARD INCORPORATED CLASS A | -4.9% | |
| AFFIRM HOLDINGS, INC. CLASS A | -4.4% | |
| TOAST, INC. CLASS A | -4.2% | |
| ADYEN NV | -3.2% | |
| FIDELITY NATIONAL INFORMATION SERVIC | -3.0% | |
| Q2 HOLDINGS INC | -2.5% | |
| ACI WORLDWIDE INC | -2.3% |