Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
IYJ
197
HOLDINGS
8%
ALSO IN IPAY
IPAY
39
HOLDINGS
36%
ALSO IN IYJ
SECTOR DRIFT (IYJ minus IPAY)
OVERLAPPING HOLDINGS
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| Company | Weight in IYJ |
Weight in IPAY |
Overlap | |
|---|---|---|---|---|
 |
VISA INC. CLASS A | 7.6% | 6.0% | 6.0% |
|
MASTERCARD INCORPORATED CLASS A | 6.0% | 6.0% | 6.0% |
|
AMERICAN EXPRESS CO | 2.6% | 6.0% | 2.6% |
|
PAYPAL HOLDINGS INC | 0.7% | 5.3% | 0.7% |
|
FISERV, INC. | 0.5% | 4.8% | 0.5% |
IYJ Overweight Relative to IPAY
|
GE AEROSPACE | 4.3% |
|
CATERPILLAR INC | 3.7% |
|
RTX CORP | 3.3% |
 |
ACCENTURE PLC-CL A | 2.3% |
|
BOEING CO | 2.3% |
|
GE VERONA | 2.2% |
|
CAPITAL ONE FINANCIAL CORP | 2.0% |
|
UNION PACIFIC CORP | 1.8% |
|
HONEYWELL INTERNATIONAL INC | 1.7% |
|
EATON CORP PLC | 1.6% |
IYJ Underweight Relative to IPAY
 |
ADYEN NV | -6.3% |
|
AFFIRM HOLDINGS, INC. CLASS A | -5.0% |
|
PAYPAL HOLDINGS INC | -4.6% |
|
CORPAY INC | -4.5% |
|
TOAST, INC. CLASS A | -4.4% |
|
FISERV, INC. | -4.3% |
|
GLOBAL PAYMENTS INC. | -4.3% |
|
BLOCK INC. | -4.2% |
|
COINBASE GLOBAL, INC. CLASS A | -4.2% |
 |
WISE PLC CLASS A | -4.2% |