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
15

# OF OVERLAPPING
HOLDINGS
BPAY
47
HOLDINGS
42%
ALSO IN IPAY
IPAY
37
HOLDINGS
41%
ALSO IN BPAY
SECTOR DRIFT (BPAY minus IPAY)
OVERLAPPING HOLDINGS

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Company Weight
in BPAY
Weight
in IPAY
Overlap
PAYPAL HOLDINGS INC 5.0% 5.6% 5.0%
FISERV, INC. 4.2% 5.6% 4.2%
GLOBAL PAYMENTS INC. 4.0% 4.1% 4.0%
BLOCK INC. 3.6% 4.8% 3.6%
AMERICAN EXPRESS CO 2.5% 6.0% 2.5%
BPAY Overweight Relative to IPAY
SCHWAB (CHARLES) CORP 4.9%
CAPITAL ONE FINANCIAL CORP 4.6%
SYNCHRONY FINANCIAL 4.5%
DUN & BRADSTREET HOLDINGS INC 3.9%
WORLDLINE SA 3.5%
KASPI.KZ JSC SPONSORED GDR REGS 3.1%
NU HOLDINGS LTD. CLASS A 2.9%
KIWOOM SECURITIES CO LTD 2.9%
AIRTEL AFRICA PLC 2.8%
ROBINHOOD MARKETS, INC. CLASS A 2.6%
BPAY Underweight Relative to IPAY
AFFIRM HOLDINGS, INC. CLASS A -5.2%
TOAST, INC. CLASS A -4.1%
MASTERCARD INCORPORATED CLASS A -4.0%
COINBASE GLOBAL, INC. CLASS A -4.0%
VISA INC. CLASS A -4.0%
CORPAY INC -4.0%
AMERICAN EXPRESS CO -3.6%
Q2 HOLDINGS INC -2.5%
ADYEN NV -2.4%
WISE PLC CLASS A -2.4%
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