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

13.9%

% of XLF's 72 holdings also in IPAY

18.9%

% of IPAY's 53 holdings also in XLF

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

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Company Weight
in XLF
Weight
in IPAY
Overlap
VISA INC. CLASS A 8.3% 6.2% 6.2%
MASTERCARD INCORPORATED CLASS A 7.0% 6.0% 6.0%
AMERICAN EXPRESS CO 1.9% 6.3% 1.9%
FISERV, INC. 1.6% 6.2% 1.6%
PAYPAL HOLDINGS, INC. 1.3% 5.4% 1.3%

Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to IPAY
BERKSHIRE HATHAWAY INC-CL B 13.4%
JPMORGAN CHASE & CO 9.1%
BANK OF AMERICA CORP 4.2%
WELLS FARGO & CO 3.2%
S&P GLOBAL, INC. 2.8%
GOLDMAN SACHS GROUP INC 2.3%
BLACKROCK INC 2.1%
VISA INC. CLASS A 2.1%
MORGAN STANLEY 2.0%
MARSH & MCLENNAN COS 2.0%
XLF Underweight Relative to IPAY
FISERV, INC. -4.7%
ADYEN NV -4.3%
AMERICAN EXPRESS CO -4.3%
PAYPAL HOLDINGS, INC. -4.2%
BLOCK INC. -3.9%
FIDELITY NATIONAL INFORMATION SERVIC -2.9%
GLOBAL PAYMENTS INC. -2.6%
DISCOVER FINANCIAL SERVICES -2.3%
WISE PLC CLASS A -2.2%
AFFIRM HOLDINGS, INC. CLASS A -2.2%
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