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   

4

Number of overlapping holdings

4.0%

% of IYG's 102 holdings also in IPAY

10.8%

% of IPAY's 37 holdings also in IYG

Overlap by Weight
Sector Drift (IYG minus IPAY)
Overlapping Holdings

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Company Weight
in IYG
Weight
in IPAY
Overlap
VISA INC. CLASS A 10.0% 6.5% 6.5%
MASTERCARD INCORPORATED CLASS A 7.4% 6.4% 6.4%
AMERICAN EXPRESS CO 2.5% 5.9% 2.5%
COINBASE GLOBAL, INC. CLASS A 0.6% 3.8% 0.6%

Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to IPAY
BERKSHIRE HATHAWAY INC-CL B 16.8%
JPMORGAN CHASE & CO 11.5%
BANK OF AMERICA CORP 4.4%
WELLS FARGO & CO 3.8%
VISA INC. CLASS A 3.5%
GOLDMAN SACHS GROUP INC 2.8%
S&P GLOBAL, INC. 2.6%
MORGAN STANLEY 2.4%
SCHWAB (CHARLES) CORP 2.3%
BLACKROCK INC 2.3%
IYG Underweight Relative to IPAY
FISERV, INC. -6.2%
PAYPAL HOLDINGS INC -5.6%
FIDELITY NATIONAL INFORMATION SERVIC -5.5%
WISE PLC CLASS A -5.1%
TOAST, INC. CLASS A -4.7%
ADYEN NV -4.4%
CORPAY INC -4.4%
BLOCK INC. -4.1%
GLOBAL PAYMENTS INC. -3.5%
AMERICAN EXPRESS CO -3.4%
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