Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
40%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
BNGE
47
HOLDINGS
36%
ALSO IN ESPO
ESPO
30
HOLDINGS
60%
ALSO IN BNGE
SECTOR DRIFT (BNGE minus ESPO)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in BNGE |
Weight in ESPO |
Overlap | |
|---|---|---|---|---|
 |
ELECTRONIC ARTS INC | 4.7% | 6.6% | 4.7% |
 |
ARISTOCRAT LEISURE LTD | 4.6% | 5.6% | 4.6% |
 |
NINTENDO CO LTD | 4.6% | 6.5% | 4.6% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 4.4% | 6.5% | 4.4% |
 |
TENCENT HOLDINGS LTD | 4.3% | 7.2% | 4.3% |
BNGE Overweight Relative to ESPO
|
ROKU, INC. CLASS A | 4.7% |
|
SPOTIFY TECHNOLOGY SA | 4.6% |
|
SONY CORP | 4.6% |
|
WALT DISNEY CO/THE | 4.6% |
|
WARNER BROS. DISCOVERY, INC. SERIES | 4.5% |
|
NETFLIX INC | 4.3% |
|
NETEASE, INC | 4.1% |
|
KUAISHOU TECHNOLOGY CLASS B | 4.0% |
 |
PADDY POWER PLC | 3.7% |
|
DRAFTKINGS INC CLASS A | 2.9% |
BNGE Underweight Relative to ESPO
|
NETEASE.COM INC-ADR | -7.5% |
|
NAMCO BANDAI HOLDINGS INC | -4.8% |
 |
INTERNATIONAL GAMES SYSTEM C | -3.9% |
|
CAPCOM CO LTD | -3.6% |
|
MICRO-STAR INTERNATIONAL CO | -3.5% |
 |
KRAFTON, INC. | -3.1% |
 |
CD PROJEKT S.A. | -3.0% |
|
TENCENT HOLDINGS LTD | -2.9% |
|
ROBLOX CORP. CLASS A | -2.3% |
|
KINGSOFT CORP LTD | -2.2% |