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
OVERLAP
42%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
ESPO
32
HOLDINGS
60%
ALSO IN BNGE
BNGE
47
HOLDINGS
37%
ALSO IN ESPO
SECTOR DRIFT (ESPO minus BNGE)
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 ESPO |
Weight in BNGE |
Overlap | |
|---|---|---|---|---|
 |
ROBLOX CORP. CLASS A | 7.1% | 6.6% | 6.6% |
 |
NETEASE.COM INC-ADR | 5.7% | 4.8% | 4.8% |
 |
NINTENDO CO LTD | 7.4% | 4.2% | 4.2% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 5.4% | 4.0% | 4.0% |
|
TENCENT HOLDINGS LTD | 6.1% | 3.9% | 3.9% |
ESPO Overweight Relative to BNGE
|
APPLOVIN CORP. CLASS A | 5.5% |
 |
INTERNATIONAL GAMES SYSTEM C | 4.3% |
|
UNITY SOFTWARE, INC. | 3.8% |
 |
CD PROJEKT S.A. | 3.6% |
|
NAMCO BANDAI HOLDINGS INC | 3.4% |
|
NINTENDO CO LTD | 3.2% |
|
NEXON CO LTD | 3.0% |
 |
KRAFTON, INC. | 3.0% |
|
KINGSOFT CORP LTD | 2.8% |
|
SQUARE ENIX HOLDINGS CO LTD | 2.7% |
ESPO Underweight Relative to BNGE
|
ADVANCED MICRO DEVICES | -5.8% |
|
WALT DISNEY CO/THE | -5.0% |
|
NETFLIX INC | -4.8% |
|
SPOTIFY TECHNOLOGY SA | -4.5% |
 |
PADDY POWER PLC | -4.4% |
|
WARNER BROS. DISCOVERY, INC. SERIES | -4.4% |
|
KUAISHOU TECHNOLOGY CLASS B | -3.5% |
|
SONY CORP | -3.5% |
|
DRAFTKINGS INC CLASS A | -3.5% |
|
TENCENT MUSIC ENTERTAINMENT GROUP AD | -2.9% |