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

OVERLAP
33%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
ESPO
31
HOLDINGS
36%
ALSO IN OND
OND
28
HOLDINGS
36%
ALSO IN ESPO
SECTOR DRIFT (ESPO minus OND)
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 OND |
Overlap | |
---|---|---|---|---|
TAKE-TWO INTERACTIVE SOFTWRE | 5.4% | 5.0% | 5.0% | |
CAPCOM CO LTD | 4.8% | 4.7% | 4.7% | |
ROBLOX CORP. CLASS A | 6.8% | 4.5% | 4.5% | |
INTERNATIONAL GAMES SYSTEM C | 4.4% | 4.2% | 4.2% | |
KRAFTON, INC. | 4.2% | 4.4% | 4.2% |
ESPO Overweight Relative to OND
NINTENDO CO LTD | 7.8% | |
TENCENT HOLDINGS LTD | 6.1% | |
NETEASE.COM INC-ADR | 5.7% | |
APPLOVIN CORP. CLASS A | 5.3% | |
KONAMI CORP | 4.9% | |
UNITY SOFTWARE, INC. | 4.3% | |
SQUARE ENIX HOLDINGS CO LTD | 3.9% | |
NAMCO BANDAI HOLDINGS INC | 3.8% | |
GAMESTOP CORP-CLASS A | 3.6% | |
ARISTOCRAT LEISURE LTD | 3.4% |
ESPO Underweight Relative to OND
UBER TECHNOLOGIES, INC. | -5.4% | |
NETEASE, INC | -5.3% | |
MEITUAN DIANPING | -5.2% | |
SPOTIFY TECHNOLOGY SA | -4.9% | |
DOORDASH, INC. CLASS A | -4.6% | |
NETFLIX INC | -4.4% | |
BILIBILI, INC. CLASS Z | -4.4% | |
GRAB HOLDINGS LTD. (SINGAPORE) CLASS | -4.1% | |
DELIVERY HERO SE | -3.8% | |
NVIDIA CORP | -3.7% |