Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
OVERLAP
13%
OVERLAP
BY WEIGHT
2
# OF OVERLAPPING
HOLDINGS
IPAY
39
HOLDINGS
5%
ALSO IN AKRE
AKRE
16
HOLDINGS
13%
ALSO IN IPAY
SECTOR DRIFT (IPAY minus AKRE)
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 IPAY |
Weight in AKRE |
Overlap | |
|---|---|---|---|---|
| VISA INC. CLASS A | 6.4% | 8.3% | 6.4% | |
| MASTERCARD INCORPORATED CLASS A | 6.3% | 12.8% | 6.3% | |
IPAY Overweight Relative to AKRE
| AMERICAN EXPRESS CO | 5.8% | |
| CORPAY INC | 5.6% | |
| ADYEN NV | 5.1% | |
| GLOBAL PAYMENTS INC. | 5.1% | |
| BLOCK INC. | 5.1% | |
| FISERV, INC. | 5.1% | |
| PAYPAL HOLDINGS INC | 5.0% | |
| WISE PLC CLASS A | 5.0% | |
| TOAST, INC. CLASS A | 4.0% | |
| FIDELITY NATIONAL INFORMATION SERVIC | 3.9% |
IPAY Underweight Relative to AKRE
| BROOKFIELD CORP | -10.5% | |
| CONSTELLATION SOFTWARE INC | -10.4% | |
| KKR & CO LP | -6.8% | |
| MASTERCARD INCORPORATED CLASS A | -6.5% | |
| MOODY'S CORP | -5.9% | |
| ROPER TECHNOLOGIES, INC. | -5.3% | |
| FAIR ISAAC CORP | -5.2% | |
| COSTAR GROUP INC | -5.0% | |
| AIRBNB, INC. CLASS A | -4.4% | |
| LVMH MOET HENNESSY LOUIS VUI | -3.7% |