Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
10
Number of overlapping holdings
23.3%
% of FDFF's 48 holdings also in BPAY
33.3%
% of BPAY's 36 holdings also in FDFF
Overlap by Weight
Sector Drift (FDFF minus BPAY)
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 FDFF |
Weight in BPAY |
Overlap | |
|---|---|---|---|---|
 |
CAPITAL ONE FINANCIAL CORP | 4.8% | 2.7% | 2.7% |
 |
FINECOBANK SPA | 4.2% | 2.3% | 2.3% |
|
BLOCK INC. | 1.8% | 2.3% | 1.8% |
|
FISERV, INC. | 1.6% | 3.9% | 1.6% |
 |
ADYEN NV | 3.6% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
FDFF Overweight Relative to BPAY
|
BRP GROUP INC CLASS A | 6.5% |
|
BLACKROCK INC | 5.9% |
|
EQUIFAX INC | 4.9% |
|
VISA INC. CLASS A | 4.2% |
|
FLYWIRE CORP. | 4.0% |
|
MASTERCARD INCORPORATED CLASS A | 3.9% |
 |
LONDON STOCK EXCHANGE GROUP | 3.4% |
|
INTERCONTINENTALEXCHANGE INC | 3.3% |
 |
DBS GROUP HOLDINGS LTD | 3.2% |
 |
HISCOX LTD | 2.7% |
FDFF Underweight Relative to BPAY
|
DISCOVER FINANCIAL SERVICES | -5.8% |
|
GLOBAL PAYMENTS INC. | -5.0% |
 |
KASPI.KZ JSC SPONSORED GDR REGS | -4.6% |
|
AMERICAN EXPRESS CO | -4.2% |
|
PAYPAL HOLDINGS INC | -4.1% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -4.1% |
 |
TEMENOS GROUP AG-REG | -3.9% |
|
WEX INC | -3.6% |
|
SCHWAB (CHARLES) CORP | -3.6% |
 |
WORLDLINE SA | -3.6% |