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
37%

OVERLAP
BY WEIGHT
15

# OF OVERLAPPING
HOLDINGS
IPAY
37
HOLDINGS
41%
ALSO IN BPAY
BPAY
47
HOLDINGS
42%
ALSO IN IPAY
SECTOR DRIFT (IPAY minus BPAY)
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 BPAY
Overlap
PAYPAL HOLDINGS INC 5.9% 5.0% 5.0%
FISERV, INC. 6.0% 4.2% 4.2%
GLOBAL PAYMENTS INC. 4.1% 4.0% 4.0%
BLOCK INC. 5.0% 3.6% 3.6%
AMERICAN EXPRESS CO 6.1% 2.5% 2.5%
IPAY Overweight Relative to BPAY
AFFIRM HOLDINGS, INC. CLASS A 5.6%
TOAST, INC. CLASS A 4.2%
MASTERCARD INCORPORATED CLASS A 4.1%
VISA INC. CLASS A 4.1%
CORPAY INC 4.1%
AMERICAN EXPRESS CO 3.6%
COINBASE GLOBAL, INC. CLASS A 3.6%
ADYEN NV 2.7%
Q2 HOLDINGS INC 2.6%
FIDELITY NATIONAL INFORMATION SERVIC 2.5%
IPAY Underweight Relative to BPAY
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%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY