Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
BPAY
47
HOLDINGS
50%
ALSO IN IPAY
IPAY
40
HOLDINGS
43%
ALSO IN BPAY
SECTOR DRIFT (BPAY minus IPAY)
OVERLAPPING HOLDINGS
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| Company | Weight in BPAY |
Weight in IPAY |
Overlap | |
|---|---|---|---|---|
 |
GLOBAL PAYMENTS INC. | 5.2% | 5.0% | 5.0% |
|
CAPITAL ONE FINANCIAL CORP | 4.5% | 6.0% | 4.5% |
|
BLOCK INC. | 4.3% | 4.4% | 4.3% |
|
FIDELITY NATIONAL INFORMATION SERVICES, INC. | 4.3% | 4.5% | 4.3% |
|
MASTERCARD INCORPORATED CLASS A | 3.1% | 7.0% | 3.1% |
BPAY Overweight Relative to IPAY
 |
KASPI.KZ JSC SPONSORED GDR REGS | 4.3% |
|
LENDINGCLUB CORP | 3.5% |
|
WEALTHFRONT CORP | 3.2% |
|
KLARNA GROUP PLC | 2.8% |
 |
PAGAYA TECHNOLOGIES LTD CLASS A | 2.8% |
|
SCHWAB (CHARLES) CORP | 2.7% |
 |
SEA LTD. (SINGAPORE) SPONSORED ADR C | 2.6% |
|
SEZZLE INC | 2.6% |
 |
TBC BANK GROUP PLC | 2.4% |
|
ROBINHOOD MARKETS, INC. CLASS A | 2.3% |
BPAY Underweight Relative to IPAY
|
PAYPAL HOLDINGS INC | -5.9% |
|
CORPAY INC | -4.6% |
|
TOAST, INC. CLASS A | -4.1% |
|
VISA INC. CLASS A | -4.0% |
|
WISE PLC CLASS A | -4.0% |
|
MASTERCARD INCORPORATED CLASS A | -3.9% |
|
AMERICAN EXPRESS CO | -3.8% |
|
COINBASE GLOBAL, INC. CLASS A | -3.7% |
|
FISERV, INC. | -2.8% |
|
AFFIRM HOLDINGS, INC. CLASS A | -2.5% |