Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
STRN
24
HOLDINGS
13%
ALSO IN BPAY
BPAY
49
HOLDINGS
8%
ALSO IN STRN
SECTOR DRIFT (STRN minus BPAY)
OVERLAPPING HOLDINGS
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| Company | Weight in STRN |
Weight in BPAY |
Overlap | |
|---|---|---|---|---|
 |
SCHWAB (CHARLES) CORP | 7.6% | 6.0% | 6.0% |
|
ROBINHOOD MARKETS, INC. CLASS A | 7.0% | 6.0% | 6.0% |
|
CAPITAL ONE FINANCIAL CORP | 7.0% | 5.9% | 5.9% |
STRN Overweight Relative to BPAY
|
NEWMONT MINING CORP | 8.5% |
|
ALPHABET INC. CLASS C | 8.1% |
|
ALPHABET INC. CLASS A | 8.1% |
|
AMAZON.COM INC | 7.9% |
|
MORGAN STANLEY | 6.0% |
|
ARISTA NETWORKS, INC. | 4.1% |
 |
COUPANG, INC. CLASS A | 3.8% |
|
VERTIV HOLDINGS CO. CLASS A | 3.8% |
|
ANALOG DEVICES INC | 3.5% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.6% |
STRN Underweight Relative to BPAY
|
SYNCHRONY FINANCIAL | -6.2% |
|
KIWOOM SECURITIES CO LTD | -5.3% |
 |
PAGAYA TECHNOLOGIES LTD CLASS A | -5.1% |
|
PAYPAL HOLDINGS INC | -4.9% |
|
BLOCK INC. | -4.5% |
 |
AIRTEL AFRICA PLC | -4.4% |
|
DUN & BRADSTREET HOLDINGS INC | -4.1% |
 |
NU HOLDINGS LTD. CLASS A | -4.0% |
 |
NEXI S.P.A. | -3.7% |
|
GLOBAL PAYMENTS INC. | -3.5% |