Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
29%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
FDFF
50
HOLDINGS
27%
ALSO IN IPAY
IPAY
37
HOLDINGS
32%
ALSO IN FDFF
SECTOR DRIFT (FDFF 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 FDFF |
Weight in IPAY |
Overlap | |
|---|---|---|---|---|
 |
VISA INC. CLASS A | 6.3% | 5.5% | 5.5% |
|
MASTERCARD INCORPORATED CLASS A | 5.6% | 5.4% | 5.4% |
 |
ADYEN NV | 4.3% | 4.4% | 4.3% |
|
BLOCK INC. | 2.7% | 5.0% | 2.7% |
|
TOAST, INC. CLASS A | 2.6% | 4.2% | 2.6% |
FDFF Overweight Relative to IPAY
|
BLACKROCK INC | 5.1% |
|
CAPITAL ONE FINANCIAL CORP | 5.0% |
|
APOLLO GLOBAL MANAGEMENT INC. | 4.5% |
 |
DBS GROUP HOLDINGS LTD | 3.7% |
|
EQUIFAX INC | 3.4% |
|
INTERCONTINENTALEXCHANGE INC | 3.3% |
|
BRP GROUP INC CLASS A | 3.3% |
 |
FINECOBANK SPA | 3.1% |
 |
LONDON STOCK EXCHANGE GROUP | 3.0% |
|
AVIDXCHANGE HOLDINGS, INC. | 3.0% |
FDFF Underweight Relative to IPAY
|
AMERICAN EXPRESS CO | -6.1% |
|
PAYPAL HOLDINGS INC | -5.9% |
|
AFFIRM HOLDINGS, INC. CLASS A | -4.4% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -4.4% |
|
GLOBAL PAYMENTS INC. | -4.1% |
|
COINBASE GLOBAL, INC. CLASS A | -4.1% |
|
CORPAY INC | -4.1% |
|
FISERV, INC. | -4.0% |
|
Q2 HOLDINGS INC | -2.6% |
|
SHIFT4 PAYMENTS, INC. CLASS A | -2.5% |