Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
OND
27
HOLDINGS
19%
ALSO IN BJK
BJK
41
HOLDINGS
15%
ALSO IN OND
SECTOR DRIFT (OND minus BJK)
OVERLAPPING HOLDINGS
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| Company | Weight in OND |
Weight in BJK |
Overlap | |
|---|---|---|---|---|
 |
TAKE-TWO INTERACTIVE SOFTWRE | 5.3% | 6.0% | 5.3% |
|
UBER TECHNOLOGIES, INC. | 4.3% | 8.5% | 4.3% |
|
DOORDASH, INC. CLASS A | 4.2% | 6.0% | 4.2% |
|
ROBLOX CORP. CLASS A | 2.9% | 4.5% | 2.9% |
 |
GRAB HOLDINGS LTD. (SINGAPORE) CLASS A | 3.8% | 0.9% | 0.9% |
OND Overweight Relative to BJK
 |
DELIVERY HERO SE | 7.3% |
|
NVIDIA CORP | 6.4% |
|
ELECTRONIC ARTS INC | 5.4% |
 |
NETEASE, INC | 4.8% |
|
SPOTIFY TECHNOLOGY SA | 4.5% |
 |
INTERNATIONAL GAMES SYSTEM C | 4.5% |
|
NETFLIX INC | 4.3% |
 |
CAPCOM CO LTD | 4.1% |
 |
MEITUAN DIANPING | 4.0% |
 |
KRAFTON, INC. | 3.6% |
OND Underweight Relative to BJK
 |
SHOPIFY, INC. CLASS A | -10.3% |
|
SCHWAB (CHARLES) CORP | -8.8% |
|
NETEASE.COM INC-ADR | -7.3% |
|
AIRBNB, INC. CLASS A | -6.1% |
|
ROBINHOOD MARKETS, INC. CLASS A | -4.9% |
|
CME GROUP INC | -4.6% |
|
UBER TECHNOLOGIES, INC. | -4.1% |
|
EBAY INC | -3.2% |
 |
NU HOLDINGS LTD. CLASS A | -3.1% |
|
DRAFTKINGS INC CLASS A | -2.9% |