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
7
# OF OVERLAPPING
HOLDINGS
OND
27
HOLDINGS
27%
ALSO IN BJK
BJK
39
HOLDINGS
22%
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% | 7.3% | 5.4% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 4.8% | 4.8% | 4.8% |
|
UBER TECHNOLOGIES, INC. | 4.5% | 8.2% | 4.5% |
|
DOORDASH, INC. CLASS A | 4.3% | 4.5% | 4.3% |
|
ROBLOX CORP. CLASS A | 2.6% | 4.6% | 2.6% |
OND Overweight Relative to BJK
|
NVIDIA CORP | 6.0% |
|
NETFLIX INC | 5.1% |
 |
CAPCOM CO LTD | 5.0% |
 |
MEITUAN DIANPING | 4.6% |
 |
BILIBILI, INC. CLASS Z | 4.5% |
|
NETEASE, INC | 4.5% |
|
SPOTIFY TECHNOLOGY SA | 4.3% |
 |
INTERNATIONAL GAMES SYSTEM C | 4.3% |
 |
KRAFTON, INC. | 4.2% |
 |
CD PROJEKT S.A. | 4.0% |
OND Underweight Relative to BJK
|
NETEASE.COM INC-ADR | -8.2% |
|
SCHWAB (CHARLES) CORP | -7.6% |
 |
SHOPIFY, INC. CLASS A | -7.0% |
|
AIRBNB, INC. CLASS A | -4.9% |
|
CME GROUP INC | -4.3% |
|
EBAY INC | -3.9% |
|
UBER TECHNOLOGIES, INC. | -3.7% |
|
ROBINHOOD MARKETS, INC. CLASS A | -3.2% |
|
DRAFTKINGS INC CLASS A | -3.0% |
 |
NU HOLDINGS LTD. CLASS A | -2.8% |