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
12
# OF OVERLAPPING
HOLDINGS
ESPO
30
HOLDINGS
48%
ALSO IN GAMR
GAMR
21
HOLDINGS
57%
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 | 8.3% | 10.5% | 8.3% |
 |
NINTENDO CO LTD | 7.1% | 4.5% | 4.5% |
 |
ROBLOX CORP. CLASS A | 5.2% | 4.0% | 4.0% |
|
NEXON CO LTD | 4.8% | 2.7% | 2.7% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 5.7% | 2.7% | 2.7% |
ESPO Overweight Relative to GAMR
|
NETEASE.COM INC-ADR | 4.7% |
 |
INTERNATIONAL GAMES SYSTEM C | 4.6% |
|
GAMESTOP CORP-CLASS A | 4.4% |
 |
CD PROJEKT S.A. | 3.6% |
|
ELECTRONIC ARTS INC | 3.6% |
 |
KRAFTON, INC. | 3.4% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 3.1% |
|
KINGSOFT CORP LTD | 3.0% |
 |
HENGTEN NETWORKS GROUP LIMITED | 2.6% |
|
NINTENDO CO LTD | 2.6% |
ESPO Underweight Relative to GAMR
|
NVIDIA CORP | -10.6% |
|
META PLATFORMS INC | -10.3% |
|
MICROSOFT CORP | -10.2% |
|
ADVANCED MICRO DEVICES | -9.5% |
|
SEA LTD. (SINGAPORE) SPONSORED ADR C | -5.4% |
|
SONY CORP | -4.8% |
|
APPLOVIN CORP. CLASS A | -4.7% |
|
ASUSTEK COMPUTER INC | -2.3% |
|
TENCENT HOLDINGS LTD | -2.2% |
 |
MAIL.RU GROUP-GDR REGS | 0.0% |