Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.

14
Number of overlapping holdings
56.0%
% of ESPO's 31 holdings also in BNGE
34.1%
% of BNGE's 50 holdings also in ESPO
Overlap by Weight
Sector Drift (ESPO minus BNGE)
Overlapping Holdings
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Company | Weight in ESPO |
Weight in BNGE |
Overlap | |
---|---|---|---|---|
ROBLOX CORP. CLASS A | 8.7% | 6.4% | 6.4% | |
NETEASE.COM INC-ADR | 6.8% | 5.1% | 5.1% | |
TENCENT HOLDINGS LTD | 6.7% | 4.2% | 4.2% | |
NINTENDO CO LTD | 7.1% | 4.2% | 4.2% | |
TAKE-TWO INTERACTIVE SOFTWRE | 5.2% | 4.2% | 4.2% |
Position Highlights (Non-Overlapping Exposures)
ESPO Overweight Relative to BNGE
APPLOVIN CORP. CLASS A | 9.1% | |
NAMCO BANDAI HOLDINGS INC | 3.8% | |
CAPCOM CO LTD | 3.4% | |
CD PROJEKT S.A. | 3.4% | |
NEXON CO LTD | 3.1% | |
KRAFTON, INC. | 3.0% | |
NINTENDO CO LTD | 2.9% | |
UNITY SOFTWARE, INC. | 2.9% | |
KINGSOFT CORP LTD | 2.7% | |
TENCENT HOLDINGS LTD | 2.5% |
ESPO Underweight Relative to BNGE
WALT DISNEY CO/THE | -5.1% | |
NETFLIX INC | -4.9% | |
ADVANCED MICRO DEVICES | -4.9% | |
SPOTIFY TECHNOLOGY SA | -4.8% | |
PADDY POWER PLC | -4.3% | |
WARNER BROS. DISCOVERY, INC. SERIES | -3.9% | |
SONY CORP | -3.9% | |
KUAISHOU TECHNOLOGY CLASS B | -3.4% | |
DRAFTKINGS INC CLASS A | -3.1% | |
TENCENT MUSIC ENTERTAINMENT GROUP AD | -2.9% |