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
12%
OVERLAP
BY WEIGHT
2
# OF OVERLAPPING
HOLDINGS
IPAY
39
HOLDINGS
5%
ALSO IN AKRE
AKRE
16
HOLDINGS
13%
ALSO IN IPAY
SECTOR DRIFT (IPAY minus AKRE)
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 IPAY |
Weight in AKRE |
Overlap | |
|---|---|---|---|---|
 |
VISA INC. CLASS A | 6.0% | 9.2% | 6.0% |
|
MASTERCARD INCORPORATED CLASS A | 6.0% | 13.2% | 6.0% |
IPAY Overweight Relative to AKRE
 |
ADYEN NV | 6.3% |
|
AMERICAN EXPRESS CO | 6.0% |
|
AFFIRM HOLDINGS, INC. CLASS A | 5.3% |
|
PAYPAL HOLDINGS INC | 5.3% |
|
FISERV, INC. | 4.8% |
|
CORPAY INC | 4.8% |
|
BLOCK INC. | 4.7% |
|
GLOBAL PAYMENTS INC. | 4.5% |
|
TOAST, INC. CLASS A | 4.4% |
|
FIDELITY NATIONAL INFORMATION SERVIC | 4.4% |
IPAY Underweight Relative to AKRE
 |
BROOKFIELD CORP | -11.4% |
|
CONSTELLATION SOFTWARE INC | -10.2% |
|
KKR & CO LP | -9.3% |
|
MOODY'S CORP | -7.5% |
|
MASTERCARD INCORPORATED CLASS A | -7.2% |
|
COSTAR GROUP INC | -5.0% |
|
ROPER TECHNOLOGIES, INC. | -4.7% |
|
AIRBNB, INC. CLASS A | -4.7% |
|
FAIR ISAAC CORP | -4.1% |
|
O'REILLY AUTOMOTIVE INC | -3.8% |