Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
6
# OF OVERLAPPING
HOLDINGS
OND
27
HOLDINGS
23%
ALSO IN BJK
BJK
42
HOLDINGS
17%
ALSO IN OND
SECTOR DRIFT (OND minus BJK)
OVERLAPPING HOLDINGS
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| Company | Weight in OND |
Weight in BJK |
Overlap | |
|---|---|---|---|---|
 |
ELECTRONIC ARTS INC | 5.4% | 7.5% | 5.4% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 5.3% | 6.4% | 5.3% |
|
UBER TECHNOLOGIES, INC. | 4.3% | 7.7% | 4.3% |
|
DOORDASH, INC. CLASS A | 4.2% | 5.0% | 4.2% |
|
ROBLOX CORP. CLASS A | 2.9% | 5.1% | 2.9% |
OND Overweight Relative to BJK
 |
DELIVERY HERO SE | 7.3% |
|
NVIDIA CORP | 6.4% |
 |
NETEASE, INC | 4.8% |
|
SPOTIFY TECHNOLOGY SA | 4.5% |
 |
INTERNATIONAL GAMES SYSTEM C | 4.5% |
|
NETFLIX INC | 4.3% |
 |
CAPCOM CO LTD | 4.1% |
 |
MEITUAN DIANPING | 4.0% |
 |
KRAFTON, INC. | 3.6% |
|
BILIBILI, INC. CLASS Z | 3.6% |
OND Underweight Relative to BJK
 |
SHOPIFY, INC. CLASS A | -8.4% |
|
SCHWAB (CHARLES) CORP | -7.9% |
|
NETEASE.COM INC-ADR | -7.7% |
|
AIRBNB, INC. CLASS A | -4.7% |
|
ROBINHOOD MARKETS, INC. CLASS A | -3.8% |
|
CME GROUP INC | -3.8% |
|
UBER TECHNOLOGIES, INC. | -3.4% |
|
EBAY INC | -3.3% |
|
DRAFTKINGS INC CLASS A | -2.9% |
|
REDDIT INC-CL A | -2.6% |