Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
88.0%
% of ESPO's 30 holdings also in ODDS
50.0%
% of ODDS's 44 holdings also in ESPO
Overlap by Weight
Sector Drift (ESPO minus ODDS)
Overlapping Holdings
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| Company | Weight in ESPO |
Weight in ODDS |
Overlap | |
|---|---|---|---|---|
 |
TENCENT HOLDINGS LTD | 9.7% | 9.4% | 9.4% |
|
NETEASE.COM INC-ADR | 6.9% | 3.4% | 3.4% |
 |
NINTENDO CO LTD | 6.1% | 3.2% | 3.2% |
 |
ELECTRONIC ARTS INC | 6.2% | 2.8% | 2.8% |
|
ADVANCED MICRO DEVICES | 6.1% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
ESPO Overweight Relative to ODDS
 |
KRAFTON, INC. | 4.4% |
|
ADVANCED MICRO DEVICES | 3.9% |
|
NETEASE.COM INC-ADR | 3.5% |
|
ELECTRONIC ARTS INC | 3.4% |
|
APPLOVIN CORP. CLASS A | 3.4% |
|
ROBLOX CORP. CLASS A | 3.2% |
 |
MICRO-STAR INTERNATIONAL CO | 3.2% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 3.2% |
|
NAMCO BANDAI HOLDINGS INC | 3.0% |
|
NINTENDO CO LTD | 2.9% |
ESPO Underweight Relative to ODDS
|
DRAFTKINGS INC CLASS A | -8.3% |
 |
EVOLUTION GAMING GROUP AB | -7.8% |
 |
PADDY POWER PLC | -7.2% |
 |
GVC HOLDINGS PLC | -3.8% |
 |
LA FRANCAISE DES JEUX SA | -3.7% |
|
ISHARES MSCI SOUTH KOREA ETF | -2.6% |
 |
UNIBET GROUP PLC-SDR | -2.0% |
 |
PLAYTECH LTD | -1.9% |
 |
BETTER COLLECTIVE A/S | -1.5% |
|
BALLY'S CORPORATION | -1.3% |