Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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3
Number of overlapping holdings
2.5%
% of XSW's 126 holdings also in IPAY
8.1%
% of IPAY's 37 holdings also in XSW
Overlap by Weight
Sector Drift (XSW minus IPAY)
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 XSW |
Weight in IPAY |
Overlap | |
|---|---|---|---|---|
 |
Q2 HOLDINGS INC | 0.8% | 2.6% | 0.8% |
|
NCR CORPORATION | 0.8% | 0.7% | 0.7% |
|
ACI WORLDWIDE INC | 0.6% | 2.5% | 0.6% |
Position Highlights (Non-Overlapping Exposures)
XSW Overweight Relative to IPAY
|
PORCH GROUP, INC. | 1.2% |
|
MICROSTRATEGY INC-CL A | 1.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.0% |
|
OLO, INC. CLASS A | 1.0% |
|
ASANA, INC. CLASS A | 0.9% |
|
CADENCE DESIGN SYS INC | 0.9% |
|
PEGASYSTEMS INC | 0.9% |
|
NEXTNAV INC. | 0.9% |
|
ROBLOX CORP. CLASS A | 0.9% |
|
GUIDEWIRE SOFTWARE INC | 0.8% |
XSW Underweight Relative to IPAY
|
MASTERCARD INCORPORATED CLASS A | -6.5% |
|
VISA INC. CLASS A | -6.4% |
|
AMERICAN EXPRESS CO | -6.1% |
|
PAYPAL HOLDINGS INC | -6.0% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -5.4% |
|
TOAST, INC. CLASS A | -5.2% |
 |
WISE PLC CLASS A | -5.1% |
|
FISERV, INC. | -5.0% |
 |
ADYEN NV | -4.5% |
|
CORPAY INC | -4.3% |