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   

10

Number of overlapping holdings

13.7%

% of XLF's 73 holdings also in BPAY

27.8%

% of BPAY's 47 holdings also in XLF

Overlap by Weight
Sector Drift (XLF minus BPAY)
Overlapping Holdings

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Company Weight
in XLF
Weight
in BPAY
Overlap
AMERICAN EXPRESS CO 2.1% 2.5% 2.1%
SCHWAB (CHARLES) CORP 2.0% 4.9% 2.0%
FISERV, INC. 1.8% 4.2% 1.8%
VISA INC. CLASS A 8.8% 1.4% 1.4%
MASTERCARD INCORPORATED CLASS A 6.3% 1.3% 1.3%

Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to BPAY
BERKSHIRE HATHAWAY INC-CL B 14.7%
JPMORGAN CHASE & CO 10.1%
VISA INC. CLASS A 7.4%
MASTERCARD INCORPORATED CLASS A 5.0%
BANK OF AMERICA CORP 3.6%
WELLS FARGO & CO 3.1%
PROGRESSIVE CORP 2.5%
GOLDMAN SACHS GROUP INC 2.4%
S&P GLOBAL, INC. 2.2%
MORGAN STANLEY 2.0%
XLF Underweight Relative to BPAY
SYNCHRONY FINANCIAL -4.2%
PAYPAL HOLDINGS INC -4.1%
DUN & BRADSTREET HOLDINGS INC -3.9%
WORLDLINE SA -3.9%
GLOBAL PAYMENTS INC. -3.7%
CAPITAL ONE FINANCIAL CORP -3.7%
BLOCK INC. -3.6%
NEXI S.P.A. -3.3%
KASPI.KZ JSC SPONSORED GDR REGS -3.1%
NU HOLDINGS LTD. CLASS A -2.9%
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