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
33%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
ESPO
30
HOLDINGS
40%
ALSO IN OND
OND
27
HOLDINGS
38%
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 | |
|---|---|---|---|---|
 |
ELECTRONIC ARTS INC | 6.4% | 5.4% | 5.4% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 6.5% | 5.3% | 5.3% |
 |
CAPCOM CO LTD | 5.0% | 4.1% | 4.1% |
 |
INTERNATIONAL GAMES SYSTEM C | 3.6% | 4.5% | 3.6% |
 |
KRAFTON, INC. | 4.1% | 3.6% | 3.6% |
ESPO Overweight Relative to OND
 |
NETEASE.COM INC-ADR | 8.0% |
|
TENCENT HOLDINGS LTD | 7.5% |
|
NINTENDO CO LTD | 6.7% |
 |
ARISTOCRAT LEISURE LTD | 5.5% |
|
NAMCO BANDAI HOLDINGS INC | 4.8% |
|
UNITY SOFTWARE, INC. | 4.7% |
|
GAMESTOP CORP-CLASS A | 4.2% |
|
KONAMI CORP | 4.2% |
|
ROBLOX CORP. CLASS A | 3.6% |
|
MICRO-STAR INTERNATIONAL CO | 3.3% |
ESPO Underweight Relative to OND
 |
DELIVERY HERO SE | -7.3% |
|
NVIDIA CORP | -6.4% |
|
NETEASE, INC | -4.8% |
|
SPOTIFY TECHNOLOGY SA | -4.5% |
|
UBER TECHNOLOGIES, INC. | -4.3% |
|
NETFLIX INC | -4.3% |
|
DOORDASH, INC. CLASS A | -4.2% |
 |
MEITUAN DIANPING | -4.0% |
 |
GRAB HOLDINGS LTD. (SINGAPORE) CLASS | -3.8% |
|
BILIBILI, INC. CLASS Z | -3.6% |