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
35%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
ESPO
30
HOLDINGS
40%
ALSO IN OND
OND
27
HOLDINGS
42%
ALSO IN ESPO
SECTOR DRIFT (ESPO minus OND)
OVERLAPPING HOLDINGS
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| Company | Weight in ESPO |
Weight in OND |
Overlap | |
|---|---|---|---|---|
 |
TAKE-TWO INTERACTIVE SOFTWRE | 5.6% | 4.8% | 4.8% |
 |
NEXON CO LTD | 5.3% | 4.7% | 4.7% |
|
ELECTRONIC ARTS INC | 6.1% | 4.7% | 4.7% |
|
CAPCOM CO LTD | 4.4% | 4.6% | 4.4% |
|
ROBLOX CORP. CLASS A | 5.2% | 3.9% | 3.9% |
ESPO Overweight Relative to OND
 |
TENCENT HOLDINGS LTD | 8.1% |
|
NINTENDO CO LTD | 7.4% |
|
NETEASE.COM INC-ADR | 7.0% |
 |
ARISTOCRAT LEISURE LTD | 5.3% |
|
GAMESTOP CORP-CLASS A | 4.8% |
|
NAMCO BANDAI HOLDINGS INC | 4.4% |
|
KONAMI CORP | 4.3% |
|
UNITY SOFTWARE, INC. | 4.0% |
|
KINGSOFT CORP LTD | 2.9% |
|
XD, INC. | 2.4% |
ESPO Underweight Relative to OND
 |
MEITUAN DIANPING | -4.9% |
|
SPOTIFY TECHNOLOGY SA | -4.8% |
|
NVIDIA CORP | -4.7% |
|
DOORDASH, INC. CLASS A | -4.7% |
|
NETEASE, INC | -4.6% |
 |
GRAB HOLDINGS LTD. (SINGAPORE) CLASS | -4.5% |
|
BILIBILI, INC. CLASS Z | -4.4% |
|
NETFLIX INC | -4.3% |
|
UBER TECHNOLOGIES, INC. | -4.2% |
|
JOBY AVIATION, INC. | -4.0% |