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
39
HOLDINGS
38%
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 | 4.9% | 5.8% | 4.9% |
|
BLOCK INC. | 4.5% | 4.3% | 4.3% |
|
GLOBAL PAYMENTS INC. | 3.5% | 4.4% | 3.5% |
|
COINBASE GLOBAL, INC. CLASS A | 3.0% | 4.6% | 3.0% |
|
AMERICAN EXPRESS CO | 3.0% | 6.4% | 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
|
AFFIRM HOLDINGS, INC. CLASS A | -4.7% |
|
MASTERCARD INCORPORATED CLASS A | -4.5% |
|
VISA INC. CLASS A | -4.5% |
|
CORPAY INC | -4.3% |
|
TOAST, INC. CLASS A | -4.2% |
|
AMERICAN EXPRESS CO | -3.4% |
|
FISERV, INC. | -3.3% |
 |
ADYEN NV | -2.7% |
|
Q2 HOLDINGS INC | -2.5% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -2.4% |