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
15%
OVERLAP
BY WEIGHT
4
# OF OVERLAPPING
HOLDINGS
BWEB
43
HOLDINGS
11%
ALSO IN ESPO
ESPO
28
HOLDINGS
17%
ALSO IN BWEB
SECTOR DRIFT (BWEB minus ESPO)
OVERLAPPING HOLDINGS
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| Company | Weight in BWEB |
Weight in ESPO |
Overlap | |
|---|---|---|---|---|
 |
ROBLOX CORP. CLASS A | 9.1% | 5.5% | 5.5% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 4.1% | 5.8% | 4.1% |
|
UNITY SOFTWARE, INC. | 3.7% | 6.7% | 3.7% |
 |
TENCENT HOLDINGS LTD | 1.4% | 7.1% | 1.4% |
BWEB Overweight Relative to ESPO
|
EQUINIX INC | 8.2% |
|
COINBASE GLOBAL, INC. CLASS A | 8.0% |
|
SHOPIFY, INC. CLASS A | 7.8% |
|
META PLATFORMS INC | 7.6% |
|
CLOUDFLARE INC CLASS A | 4.8% |
|
ELECTRONIC ARTS INC | 4.8% |
|
MARATHON DIGITAL HOLDINGS INC | 4.3% |
|
BLOCK INC. | 4.2% |
|
ROBLOX CORP. CLASS A | 3.6% |
|
ROBINHOOD MARKETS, INC. CLASS A | 3.4% |
BWEB Underweight Relative to ESPO
 |
NINTENDO CO LTD | -8.2% |
|
NETEASE.COM INC-ADR | -7.3% |
|
NAMCO BANDAI HOLDINGS INC | -6.4% |
|
CAPCOM CO LTD | -6.2% |
|
TENCENT HOLDINGS LTD | -5.7% |
 |
ARISTOCRAT LEISURE LTD | -5.5% |
|
KONAMI CORP | -4.8% |
 |
CD PROJEKT S.A. | -4.0% |
 |
KRAFTON, INC. | -3.9% |
 |
MICRO-STAR INTERNATIONAL CO | -3.8% |