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
5
# OF OVERLAPPING
HOLDINGS
BJK
41
HOLDINGS
15%
ALSO IN OND
OND
27
HOLDINGS
19%
ALSO IN BJK
SECTOR DRIFT (BJK minus OND)
OVERLAPPING HOLDINGS
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| Company | Weight in BJK |
Weight in OND |
Overlap | |
|---|---|---|---|---|
 |
TAKE-TWO INTERACTIVE SOFTWRE | 6.9% | 5.3% | 5.3% |
|
UBER TECHNOLOGIES, INC. | 8.4% | 4.3% | 4.3% |
|
DOORDASH, INC. CLASS A | 6.1% | 4.2% | 4.2% |
|
ROBLOX CORP. CLASS A | 3.9% | 2.9% | 2.9% |
 |
GRAB HOLDINGS LTD. (SINGAPORE) CLASS A | 0.9% | 3.8% | 0.9% |
BJK Overweight Relative to OND
 |
SHOPIFY, INC. CLASS A | 10.8% |
|
SCHWAB (CHARLES) CORP | 8.8% |
 |
NETEASE.COM INC-ADR | 7.5% |
|
AIRBNB, INC. CLASS A | 6.1% |
|
CME GROUP INC | 4.3% |
|
UBER TECHNOLOGIES, INC. | 4.1% |
|
ROBINHOOD MARKETS, INC. CLASS A | 3.8% |
|
DRAFTKINGS INC CLASS A | 3.2% |
|
EBAY INC | 3.1% |
 |
NU HOLDINGS LTD. CLASS A | 3.0% |
BJK Underweight Relative to OND
 |
DELIVERY HERO SE | -7.3% |
|
NVIDIA CORP | -6.4% |
|
ELECTRONIC ARTS INC | -5.4% |
|
NETEASE, INC | -4.8% |
|
SPOTIFY TECHNOLOGY SA | -4.5% |
 |
INTERNATIONAL GAMES SYSTEM C | -4.5% |
|
NETFLIX INC | -4.3% |
 |
CAPCOM CO LTD | -4.1% |
 |
MEITUAN DIANPING | -4.0% |
 |
KRAFTON, INC. | -3.6% |