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
21
Number of overlapping holdings
87.5%
% of ESPO's 29 holdings also in GAMR
25.3%
% of GAMR's 83 holdings also in ESPO
Overlap by Weight
Sector Drift (ESPO minus GAMR)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in ESPO |
Weight in GAMR |
Overlap | |
|---|---|---|---|---|
 |
GAMESTOP CORP-CLASS A | 5.2% | 3.3% | 3.3% |
|
ROBLOX CORP. CLASS A | 5.5% | 3.3% | 3.3% |
|
TAKE-TWO INTERACTIVE SOFTWRE | 4.7% | 3.2% | 3.2% |
|
ELECTRONIC ARTS INC | 6.0% | 3.1% | 3.1% |
 |
KONAMI CORP | 3.9% | 2.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
ESPO Overweight Relative to GAMR
|
APPLOVIN CORP. CLASS A | 11.5% |
 |
TENCENT HOLDINGS LTD | 6.9% |
|
ADVANCED MICRO DEVICES | 5.7% |
|
NETEASE.COM INC-ADR | 5.5% |
 |
ARISTOCRAT LEISURE LTD | 4.9% |
|
NINTENDO CO LTD | 3.5% |
|
NAMCO BANDAI HOLDINGS INC | 3.2% |
|
ELECTRONIC ARTS INC | 2.9% |
 |
MICRO-STAR INTERNATIONAL CO | 2.7% |
|
ROBLOX CORP. CLASS A | 2.3% |
ESPO Underweight Relative to GAMR
|
INTERNATIONAL GAMES SYSTEM C | -3.4% |
|
XD, INC. | -3.3% |
 |
BILIBILI, INC. SPONSORED ADR CLASS Z | -3.3% |
 |
PLAYTIKA HOLDING CORP. | -3.2% |
|
ANSYS INC | -3.0% |
 |
PEARLABYSS CORP. | -2.4% |
|
NETMARBLE GAMES CORP. | -2.2% |
|
NCSOFT CORPORATION | -1.5% |
 |
EMBRACER GROUP AB CLASS B | -1.5% |
|
KAKAO GAMES CORP. | -1.4% |