Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
BJK
43
HOLDINGS
14%
ALSO IN OND
OND
28
HOLDINGS
20%
ALSO IN BJK
SECTOR DRIFT (BJK minus OND)
OVERLAPPING HOLDINGS
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| Company | Weight in BJK |
Weight in OND |
Overlap | |
|---|---|---|---|---|
 |
ROBLOX CORP. CLASS A | 8.5% | 4.8% | 4.8% |
|
UBER TECHNOLOGIES, INC. | 7.9% | 4.8% | 4.8% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 8.0% | 4.6% | 4.6% |
|
DOORDASH, INC. CLASS A | 4.4% | 5.8% | 4.4% |
 |
GRAB HOLDINGS LTD. (SINGAPORE) CLASS A | 1.0% | 4.6% | 1.0% |
BJK Overweight Relative to OND
 |
SHOPIFY, INC. CLASS A | 10.6% |
 |
NETEASE.COM INC-ADR | 8.4% |
|
SCHWAB (CHARLES) CORP | 7.0% |
|
CME GROUP INC | 4.4% |
|
AIRBNB, INC. CLASS A | 4.3% |
|
EBAY INC | 4.0% |
|
ROBINHOOD MARKETS, INC. CLASS A | 3.7% |
|
ROBLOX CORP. CLASS A | 3.7% |
|
DRAFTKINGS INC CLASS A | 3.4% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 3.3% |
BJK Underweight Relative to OND
|
NVIDIA CORP | -5.4% |
 |
CAPCOM CO LTD | -5.1% |
|
NETEASE, INC | -5.0% |
|
SPOTIFY TECHNOLOGY SA | -4.9% |
 |
DELIVERY HERO SE | -4.6% |
 |
MEITUAN DIANPING | -4.3% |
|
NETFLIX INC | -4.2% |
 |
INTERNATIONAL GAMES SYSTEM C | -4.0% |
|
LYFT INC CLASS A | -3.9% |
|
NEXON CO LTD | -3.8% |