Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
PLAY.L
102
HOLDINGS
26%
ALSO IN HERU.L
HERU.L
40
HOLDINGS
50%
ALSO IN PLAY.L
SECTOR DRIFT (PLAY.L minus HERU.L)
OVERLAPPING HOLDINGS
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| Company | Weight in PLAY.L |
Weight in HERU.L |
Overlap | |
|---|---|---|---|---|
 |
NINTENDO CO LTD | 5.2% | 5.1% | 5.1% |
 |
TAKE-TWO INTERACTIVE SOFTWRE | 4.7% | 4.0% | 4.0% |
|
ROBLOX CORP. CLASS A | 3.0% | 3.8% | 3.0% |
|
KONAMI CORP | 1.6% | 5.0% | 1.6% |
|
CAPCOM CO LTD | 1.0% | 5.7% | 1.0% |
PLAY.L Overweight Relative to HERU.L
|
NVIDIA CORP | 9.0% |
|
APPLE INC | 8.9% |
|
META PLATFORMS INC | 8.0% |
 |
SAMSUNG ELECTRONICS CO LTD | 6.6% |
|
SPOTIFY TECHNOLOGY SA | 4.9% |
|
ADVANCED MICRO DEVICES | 4.6% |
|
NETFLIX INC | 4.5% |
 |
MEDIATEK INC | 4.0% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 3.1% |
 |
ARISTOCRAT LEISURE LTD | 3.0% |
PLAY.L Underweight Relative to HERU.L
|
UNITY SOFTWARE, INC. | -6.6% |
|
NEXON CO LTD | -5.4% |
|
CAPCOM CO LTD | -4.7% |
|
SQUARE ENIX HOLDINGS CO LTD | -4.6% |
|
INTERNATIONAL GAMES SYSTEM C | -4.5% |
 |
KINGSOFT CORP LTD | -4.4% |
|
SEGA SAMMY HOLDINGS INC | -4.3% |
|
NCSOFT CORPORATION | -4.2% |
 |
CD PROJEKT S.A. | -4.0% |
|
NETEASE.COM INC-ADR | -3.8% |