Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
20.0%
% of OND's 28 holdings also in GAMR
23.8%
% of GAMR's 21 holdings also in OND
Overlap by Weight
Sector Drift (OND minus GAMR)
Overlapping Holdings
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| Company | Weight in OND |
Weight in GAMR |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 3.7% | 9.2% | 3.7% |
|
ROBLOX CORP. CLASS A | 4.5% | 3.1% | 3.1% |
 |
CAPCOM CO LTD | 4.7% | 2.9% | 2.9% |
|
ELECTRONIC ARTS INC | 3.9% | 2.5% | 2.5% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 5.0% | 2.5% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
OND Overweight Relative to GAMR
|
UBER TECHNOLOGIES, INC. | 5.4% |
 |
NETEASE, INC | 5.3% |
 |
MEITUAN DIANPING | 5.2% |
|
SPOTIFY TECHNOLOGY SA | 4.9% |
|
DOORDASH, INC. CLASS A | 4.6% |
|
NETFLIX INC | 4.4% |
 |
KRAFTON, INC. | 4.4% |
|
BILIBILI, INC. CLASS Z | 4.4% |
 |
INTERNATIONAL GAMES SYSTEM C | 4.2% |
 |
GRAB HOLDINGS LTD. (SINGAPORE) CLASS | 4.1% |
OND Underweight Relative to GAMR
|
MICROSOFT CORP | -10.7% |
|
META PLATFORMS INC | -9.4% |
|
ADVANCED MICRO DEVICES | -9.4% |
|
TENCENT HOLDINGS LTD | -9.0% |
|
NINTENDO CO LTD | -5.8% |
|
NVIDIA CORP | -5.5% |
|
SEA LTD. (SINGAPORE) SPONSORED ADR C | -5.3% |
|
APPLOVIN CORP. CLASS A | -5.3% |
|
SONY CORP | -5.1% |
|
NETEASE.COM INC-ADR | -4.9% |