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

OVERLAP
21%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
ESPO
32
HOLDINGS
20%
ALSO IN BWEB
BWEB
43
HOLDINGS
13%
ALSO IN ESPO
SECTOR DRIFT (ESPO minus BWEB)
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 BWEB |
Overlap | |
---|---|---|---|---|
ROBLOX CORP. CLASS A | 7.1% | 9.1% | 7.1% | |
ELECTRONIC ARTS INC | 5.0% | 4.8% | 4.8% | |
TAKE-TWO INTERACTIVE SOFTWRE | 5.4% | 4.1% | 4.1% | |
UNITY SOFTWARE, INC. | 5.3% | 3.7% | 3.7% | |
TENCENT HOLDINGS LTD | 6.1% | 1.4% | 1.4% |
ESPO Overweight Relative to BWEB
NINTENDO CO LTD | 7.4% | |
NETEASE.COM INC-ADR | 5.7% | |
APPLOVIN CORP. CLASS A | 5.5% | |
TENCENT HOLDINGS LTD | 4.7% | |
KONAMI CORP | 4.4% | |
NEXON CO LTD | 4.3% | |
INTERNATIONAL GAMES SYSTEM C | 4.3% | |
CAPCOM CO LTD | 4.2% | |
KRAFTON, INC. | 4.2% | |
ARISTOCRAT LEISURE LTD | 3.7% |
ESPO Underweight Relative to BWEB
EQUINIX INC | -8.2% | |
COINBASE GLOBAL, INC. CLASS A | -8.0% | |
SHOPIFY, INC. CLASS A | -7.8% | |
META PLATFORMS INC | -7.6% | |
CLOUDFLARE INC CLASS A | -4.8% | |
MARATHON DIGITAL HOLDINGS INC | -4.3% | |
BLOCK INC. | -4.2% | |
ROBINHOOD MARKETS, INC. CLASS A | -3.4% | |
GALAXY DIGITAL HOLDINGS LTD. | -2.8% | |
CLEANSPARK, INC. | -2.8% |