Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
15
# OF OVERLAPPING
HOLDINGS
ESPO
30
HOLDINGS
60%
ALSO IN BNGE
BNGE
49
HOLDINGS
36%
ALSO IN ESPO
SECTOR DRIFT (ESPO minus BNGE)
OVERLAPPING HOLDINGS
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| Company | Weight in ESPO |
Weight in BNGE |
Overlap | |
|---|---|---|---|---|
 |
TAKE-TWO INTERACTIVE SOFTWRE | 5.9% | 4.9% | 4.9% |
 |
ARISTOCRAT LEISURE LTD | 5.8% | 4.8% | 4.8% |
|
ELECTRONIC ARTS INC | 7.0% | 4.5% | 4.5% |
 |
NINTENDO CO LTD | 6.4% | 4.0% | 4.0% |
 |
TENCENT HOLDINGS LTD | 6.9% | 4.0% | 4.0% |
ESPO Overweight Relative to BNGE
|
NETEASE.COM INC-ADR | 7.7% |
 |
INTERNATIONAL GAMES SYSTEM C | 5.3% |
|
UNITY SOFTWARE, INC. | 4.2% |
|
NAMCO BANDAI HOLDINGS INC | 4.2% |
|
MICRO-STAR INTERNATIONAL CO | 3.2% |
|
TENCENT HOLDINGS LTD | 3.0% |
|
CAPCOM CO LTD | 2.7% |
 |
CD PROJEKT S.A. | 2.7% |
 |
KRAFTON, INC. | 2.7% |
|
ELECTRONIC ARTS INC | 2.5% |
ESPO Underweight Relative to BNGE
|
NETEASE, INC | -4.8% |
|
SONY CORP | -4.7% |
|
SPOTIFY TECHNOLOGY SA | -4.6% |
|
KUAISHOU TECHNOLOGY CLASS B | -4.6% |
|
WALT DISNEY CO/THE | -4.5% |
|
WARNER BROS. DISCOVERY, INC. SERIES | -4.3% |
|
ROKU, INC. CLASS A | -4.3% |
 |
PADDY POWER PLC | -3.9% |
|
NETFLIX INC | -3.6% |
|
DRAFTKINGS INC CLASS A | -3.2% |