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
35%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
ESPO
28
HOLDINGS
42%
ALSO IN GAMR
GAMR
20
HOLDINGS
50%
ALSO IN ESPO
SECTOR DRIFT (ESPO minus GAMR)
OVERLAPPING HOLDINGS
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| Company | Weight in ESPO |
Weight in GAMR |
Overlap | |
|---|---|---|---|---|
 |
TENCENT HOLDINGS LTD | 7.1% | 9.3% | 7.1% |
 |
NINTENDO CO LTD | 8.2% | 5.9% | 5.9% |
 |
UNITY SOFTWARE, INC. | 6.7% | 3.7% | 3.7% |
|
NAMCO BANDAI HOLDINGS INC | 6.4% | 3.6% | 3.6% |
 |
ARISTOCRAT LEISURE LTD | 5.5% | 2.8% | 2.8% |
ESPO Overweight Relative to GAMR
|
CAPCOM CO LTD | 6.2% |
|
NETEASE.COM INC-ADR | 5.0% |
 |
CD PROJEKT S.A. | 4.0% |
 |
KRAFTON, INC. | 3.9% |
 |
MICRO-STAR INTERNATIONAL CO | 3.8% |
|
GAMESTOP CORP-CLASS A | 3.7% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 3.4% |
|
ROBLOX CORP. CLASS A | 3.1% |
|
NEXON CO LTD | 3.1% |
|
UNITY SOFTWARE, INC. | 3.0% |
ESPO Underweight Relative to GAMR
|
MICROSOFT CORP | -12.2% |
|
NVIDIA CORP | -10.7% |
|
META PLATFORMS INC | -10.4% |
|
ADVANCED MICRO DEVICES | -9.3% |
|
SEA LTD. (SINGAPORE) SPONSORED ADR C | -6.2% |
|
SONY CORP | -5.5% |
|
APPLOVIN CORP. CLASS A | -3.2% |
|
ASUSTEK COMPUTER INC | -3.1% |
|
TENCENT HOLDINGS LTD | -2.1% |
|
BILIBILI, INC. CLASS Z | -2.1% |