Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
36%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
BPAY
46
HOLDINGS
50%
ALSO IN IPAY
IPAY
39
HOLDINGS
41%
ALSO IN BPAY
SECTOR DRIFT (BPAY minus IPAY)
OVERLAPPING HOLDINGS
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| Company | Weight in BPAY |
Weight in IPAY |
Overlap | |
|---|---|---|---|---|
 |
BLOCK INC. | 4.6% | 4.7% | 4.6% |
|
GLOBAL PAYMENTS INC. | 3.9% | 4.5% | 3.9% |
|
PAYPAL HOLDINGS INC | 3.8% | 5.3% | 3.8% |
|
SHIFT4 PAYMENTS, INC. CLASS A | 2.3% | 2.4% | 2.3% |
|
AFFIRM HOLDINGS, INC. CLASS A | 2.2% | 5.3% | 2.2% |
BPAY Overweight Relative to IPAY
|
CAPITAL ONE FINANCIAL CORP | 4.0% |
|
SCHWAB (CHARLES) CORP | 3.6% |
|
ROBINHOOD MARKETS, INC. CLASS A | 3.4% |
 |
NU HOLDINGS LTD. CLASS A | 3.0% |
|
SEZZLE INC | 3.0% |
|
LENDINGCLUB CORP | 2.9% |
 |
MERCADOLIBRE INC | 2.8% |
 |
SEA LTD. (SINGAPORE) SPONSORED ADR C | 2.3% |
 |
KASPI.KZ JSC SPONSORED GDR REGS | 2.3% |
 |
TEMENOS GROUP AG-REG | 2.2% |
BPAY Underweight Relative to IPAY
|
TOAST, INC. CLASS A | -4.4% |
 |
ADYEN NV | -4.2% |
|
MASTERCARD INCORPORATED CLASS A | -3.9% |
|
AMERICAN EXPRESS CO | -3.9% |
|
VISA INC. CLASS A | -3.9% |
|
FISERV, INC. | -3.7% |
|
COINBASE GLOBAL, INC. CLASS A | -3.4% |
|
AFFIRM HOLDINGS, INC. CLASS A | -3.1% |
|
CORPAY INC | -2.9% |
 |
WISE PLC CLASS A | -2.4% |