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
38%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
ESPO
30
HOLDINGS
56%
ALSO IN BNGE
BNGE
50
HOLDINGS
34%
ALSO IN ESPO
SECTOR DRIFT (ESPO minus BNGE)
OVERLAPPING HOLDINGS
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| Company | Weight in ESPO |
Weight in BNGE |
Overlap | |
|---|---|---|---|---|
 |
TENCENT HOLDINGS LTD | 6.9% | 5.3% | 5.3% |
 |
ROBLOX CORP. CLASS A | 7.8% | 5.2% | 5.2% |
|
ELECTRONIC ARTS INC | 5.0% | 4.6% | 4.6% |
 |
NINTENDO CO LTD | 7.2% | 4.6% | 4.6% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 5.0% | 4.3% | 4.3% |
ESPO Overweight Relative to BNGE
|
APPLOVIN CORP. CLASS A | 8.4% |
|
NETEASE.COM INC-ADR | 5.9% |
|
UNITY SOFTWARE, INC. | 4.9% |
 |
INTERNATIONAL GAMES SYSTEM C | 3.7% |
|
NAMCO BANDAI HOLDINGS INC | 3.3% |
|
NEXON CO LTD | 3.1% |
 |
CD PROJEKT S.A. | 3.0% |
|
NINTENDO CO LTD | 2.7% |
|
ROBLOX CORP. CLASS A | 2.6% |
|
KINGSOFT CORP LTD | 2.6% |
ESPO Underweight Relative to BNGE
|
WARNER BROS. DISCOVERY, INC. SERIES | -6.6% |
|
SONY CORP | -4.8% |
|
NETEASE, INC | -4.8% |
|
ADVANCED MICRO DEVICES | -4.5% |
|
KUAISHOU TECHNOLOGY CLASS B | -4.1% |
|
SPOTIFY TECHNOLOGY SA | -4.0% |
 |
PADDY POWER PLC | -4.0% |
|
WALT DISNEY CO/THE | -3.9% |
|
NETFLIX INC | -3.9% |
|
TENCENT MUSIC ENTERTAINMENT GROUP AD | -3.3% |