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
9
Number of overlapping holdings
20.9%
% of FDFF's 48 holdings also in IPAY
25.0%
% of IPAY's 36 holdings also in FDFF
Overlap by Weight
Sector Drift (FDFF minus IPAY)
Overlapping Holdings
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| Company | Weight in FDFF |
Weight in IPAY |
Overlap | |
|---|---|---|---|---|
 |
VISA INC. CLASS A | 5.3% | 5.8% | 5.3% |
|
MASTERCARD INCORPORATED CLASS A | 5.0% | 6.0% | 5.0% |
 |
ADYEN NV | 3.6% | 4.3% | 3.6% |
|
COINBASE GLOBAL, INC. CLASS A | 2.7% | 3.6% | 2.7% |
|
BLOCK INC. | 1.8% | 4.4% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
FDFF Overweight Relative to IPAY
|
BRP GROUP INC CLASS A | 6.5% |
|
BLACKROCK INC | 5.9% |
|
EQUIFAX INC | 4.9% |
|
CAPITAL ONE FINANCIAL CORP | 4.8% |
 |
FINECOBANK SPA | 4.2% |
|
FLYWIRE CORP. | 4.0% |
 |
LONDON STOCK EXCHANGE GROUP | 3.4% |
|
INTERCONTINENTALEXCHANGE INC | 3.3% |
 |
DBS GROUP HOLDINGS LTD | 3.2% |
 |
HISCOX LTD | 2.7% |
FDFF Underweight Relative to IPAY
|
PAYPAL HOLDINGS INC | -6.6% |
|
AMERICAN EXPRESS CO | -6.1% |
|
CORPAY INC | -4.8% |
|
TOAST, INC. CLASS A | -4.8% |
|
FISERV, INC. | -4.7% |
|
AFFIRM HOLDINGS, INC. CLASS A | -4.7% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -4.6% |
|
DISCOVER FINANCIAL SERVICES | -4.5% |
|
WEX INC | -4.0% |
|
GLOBAL PAYMENTS INC. | -3.9% |