Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
87.5%
% of ESPO's 28 holdings also in GAMR
25.3%
% of GAMR's 83 holdings also in ESPO
Overlap by Weight
Sector Drift (ESPO minus GAMR)
Overlapping Holdings
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| Company | Weight in ESPO |
Weight in GAMR |
Overlap | |
|---|---|---|---|---|
 |
UNITY SOFTWARE, INC. | 4.8% | 3.7% | 3.7% |
|
GAMESTOP CORP-CLASS A | 5.3% | 3.4% | 3.4% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 4.7% | 3.2% | 3.2% |
|
ROBLOX CORP. CLASS A | 5.1% | 3.0% | 3.0% |
|
ELECTRONIC ARTS INC | 5.7% | 3.0% | 3.0% |
Position Highlights (Non-Overlapping Exposures)
ESPO Overweight Relative to GAMR
|
APPLOVIN CORP. CLASS A | 12.4% |
 |
TENCENT HOLDINGS LTD | 6.4% |
|
ADVANCED MICRO DEVICES | 5.4% |
|
NETEASE.COM INC-ADR | 5.3% |
 |
ARISTOCRAT LEISURE LTD | 4.6% |
 |
NINTENDO CO LTD | 3.6% |
|
NAMCO BANDAI HOLDINGS INC | 3.1% |
|
ELECTRONIC ARTS INC | 2.7% |
 |
MICRO-STAR INTERNATIONAL CO | 2.6% |
|
ROBLOX CORP. CLASS A | 2.1% |
ESPO Underweight Relative to GAMR
|
XD, INC. | -3.4% |
 |
BILIBILI, INC. SPONSORED ADR CLASS Z | -3.3% |
|
INTERNATIONAL GAMES SYSTEM C | -3.2% |
 |
PLAYTIKA HOLDING CORP. | -3.0% |
|
ANSYS INC | -3.0% |
 |
PEARLABYSS CORP. | -2.3% |
|
NETMARBLE GAMES CORP. | -2.3% |
|
NCSOFT CORPORATION | -1.7% |
|
KAKAO GAMES CORP. | -1.6% |
 |
EMBRACER GROUP AB CLASS B | -1.4% |