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VanEck Video Gaming and eSports (ESPO)Overvalued or undervalued?
Look-through valuation · Theme · Expense ratio 0.56 % · ISIN US92189F1140
Price history (since 2018)
Monthly close since 2018. Price shows performance, the valuation verdict is in the look-through above.
Top holdings
| Holding | Weight | vs fair value | Quality |
|---|---|---|---|
| Tencent Holdings Ltd 0700 | 7.7 % | +62.2 % | 70 |
| Nintendo Co Ltd 7974 | 7.5 % | n/a | n/a |
| NetEase Inc NTES | 7.0 % | +117.0 % | 81 |
| Roblox Corp RBLX | 6.6 % | −6.1 % | 39 |
| Take-Two Interactive Software Inc TTWO | 6.2 % | −63.2 % | 55 |
| GameStop Corp. GME | 5.3 % | −46.7 % | 46 |
| Aristocrat Leisure Ltd ALL | 5.1 % | +10.0 % | 81 |
| BANDAI NAMCO Holdings Inc. 7832 | 4.7 % | n/a | n/a |
| CD PROJEKT SA CDR | 4.6 % | +11.5 % | 68 |
| International Games System Co Ltd 3293 | 4.5 % | +43.7 % | 77 |
| Unity Software Inc U | 4.5 % | −59.1 % | 51 |
| Konami Corp. 9766 | 4.4 % | n/a | n/a |
| Capcom Co Ltd 9697 | 4.3 % | n/a | n/a |
| Nexon Co Ltd 3659 | 4.2 % | n/a | n/a |
| Krafton Inc 259960 | 4.2 % | +99.8 % | 72 |
| Micro-Star International Co Ltd 2377 | 3.9 % | −14.8 % | 56 |
| Kingsoft Corp Ltd 3888 | 2.6 % | +101.6 % | 63 |
| Square Enix Holdings Co Ltd 9684 | 2.5 % | n/a | n/a |
| China Ruyi Holdings Ltd 0136 | 1.8 % | −2.5 % | 39 |
| NCsoft Corp 036570 | 1.7 % | −59.4 % | 64 |
| Xd Inc 2400 | 1.6 % | +78.7 % | 82 |
| Koei Tecmo Holdings Co Ltd 3635 | 1.3 % | n/a | n/a |
| Embracer Group AB THQQF | 1.3 % | n/a | n/a |
| Modern Times Group MTG AB B 0GXJ | 1.2 % | n/a | n/a |
| Vivendi SA VIV | 1.2 % | −44.0 % | 54 |
Fair value and quality per position come from the same valuation as our stock pages. Showing the 25 largest of 25 disclosed positions. "n/a" means the position is not (yet) in our stock universe and does not enter the average.
The 10 most cheaply valued ETFs
Measured against the look-through fair value of the holdings (sufficiently covered funds only). Green means below fair value, red above. Not financial advice.
- 1 CHIU Global X MSCI China Utilities ETF +87.2 % below FV
- 2 FXI iShares China Large-Cap ETF +57.2 % below FV
- 3 FCFY First Trust S&P 500 Diversified Free Cash Flow ETF +43.7 % below FV
- 4 MCHI iShares MSCI China ETF +41.9 % below FV
- 5 ITB iShares U.S. Home Construction ETF +31.4 % below FV
- 6 TAN Invesco Solar ETF +26.0 % below FV
- 7 C003 Amundi Index Solutions - Amundi DivDAX I UCITS ETF EUR Distributing +19.4 % below FV
- 8 FDNI First Trust Dow Jones International Internet ETF +19.3 % below FV
- 9 ESPO VanEck Video Gaming and eSports ETF +18.3 % below FV
- 10 XIDV Franklin International Dividend Booster Index ETF +17.9 % below FV
Frequently asked about ESPO
Is ESPO overvalued?
What is the fair value of ESPO?
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How we value this ETF
An ETF has no fair value of its own like a single stock. We build it bottom up: every holding has a fair value and a quality score on our pages. Weighted by portfolio share, that gives VanEck Video Gaming and eSports ETF an average of how cheap or expensive its companies currently sit versus fair value, and how high their average quality is.
As of: Sep 25, 2026
The look-through is a computed summary of public fundamentals and is no substitute for your own research.