Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
34%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
OND
27
HOLDINGS
38%
ALSO IN ESPO
ESPO
30
HOLDINGS
40%
ALSO IN OND
SECTOR DRIFT (OND minus ESPO)
OVERLAPPING HOLDINGS
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| Company | Weight in OND |
Weight in ESPO |
Overlap | |
|---|---|---|---|---|
 |
TAKE-TWO INTERACTIVE SOFTWRE | 4.8% | 5.6% | 4.8% |
|
ELECTRONIC ARTS INC | 4.7% | 6.7% | 4.7% |
 |
CAPCOM CO LTD | 4.6% | 4.5% | 4.5% |
|
ROBLOX CORP. CLASS A | 3.9% | 5.7% | 3.9% |
 |
INTERNATIONAL GAMES SYSTEM C | 3.5% | 4.9% | 3.5% |
OND Overweight Relative to ESPO
 |
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% |
|
TENCENT MUS-CL A | 4.4% |
|
NETFLIX INC | 4.3% |
|
UBER TECHNOLOGIES, INC. | 4.2% |
OND Underweight Relative to ESPO
|
TENCENT HOLDINGS LTD | -7.2% |
|
NETEASE.COM INC-ADR | -6.8% |
|
NINTENDO CO LTD | -6.5% |
|
UNITY SOFTWARE, INC. | -6.0% |
 |
ARISTOCRAT LEISURE LTD | -5.4% |
|
GAMESTOP CORP-CLASS A | -4.6% |
|
KONAMI CORP | -4.5% |
|
NAMCO BANDAI HOLDINGS INC | -4.0% |
|
KINGSOFT CORP LTD | -2.5% |
|
XD, INC. | -2.2% |