ESPO: Game Cycle And AI Implementation Offer More Gains Ahead

VanEck Video Gaming and eSports ETF offers diversified exposure to the gaming sector, benefiting from strong hardware and software catalysts in 2025. ESPO stands out among peer ETFs with the lowest expense ratio, highest AUM, superior risk rating, and outperformance in price and overall grades. Key growth drivers include Nintendo's record-breaking Switch 2 launch, Take-Two's GTA VI release, and AI-driven margin expansion and innovation across top holdings.

Seeking Alpha • Oct 28, 2025

ESPO: Strong Long-Term Story, Shaky Short-Term Setup

VanEck Video Gaming and eSports ETF (ESPO) earns a hold rating due to premium valuation and near-term technical caution. ESPO trades at a P/E above 24x, with a PEG ratio near 3x, making it expensive for its niche sector exposure. While ESPO has outperformed since late 2022, technicals show weakening momentum and potential for a consolidation phase.

Seeking Alpha • Oct 26, 2025

Gaming ETF ESPO Nears $500 Million — Thematics on the Rise?

Thematic ETFs have long epitomized the flexibility and discrete nature of the ETF wrapper. With liquidity and trading simple, issuers and asset managers could craft a whole slew of potential strategies.

ETF Trends • Sep 22, 2025

Disruptive Theme of the Week: Top YTD Themes in the Rearview Mirror

It may not be the end of the quarter yet, but we have made it through summer, and that seems like a good checkpoint to evaluate the top ETF investment themes YTD. Let's take a moment to look in this year's thematic ETF rearview mirror.

ETF Trends • Sep 10, 2025

ESPO: An Overlooked Gem With Excellent Risk/Reward

ESPO offers top-tier global exposure to video gaming and eSports, outperforming many ETFs without relying on US mega-cap tech stocks. The ETF's risk-reward profile is excellent, with strong historical returns and resilience during market drawdowns, making it an attractive high-beta play. Macro trends and correlation with the Nasdaq drive ESPO's performance, but future gains may moderate as top holdings have already surged.

Seeking Alpha • Jul 23, 2025

Disruptive Theme of the Week: Video Gaming

Some of the top-performing themes of this year totally make sense given current geopolitical and macro headwinds. Those include gold, defense, uranium and nuclear.

ETF Trends • Jul 1, 2025

ESPO: Why Gaming Is A Serious Business

VanEck Video Gaming and eSports ETF is a buy due to strong growth fundamentals in top holdings like AppLovin, Nintendo, and Tencent. ESPO has outperformed the S&P 500 with a 5-year CAGR of 19.06%, despite a moderately high expense ratio and low dividend yield. Key holdings include AppLovin with AI-driven ad growth, Nintendo with its upcoming Switch 2 launch, and Tencent with steady subscriber growth.

Seeking Alpha • May 13, 2025

Video Game ETFs Outperform in February: Here's Why

Video game stocks outperform the broader market on the highly anticipated launch of game releases.

Zacks Investment Research • Feb 28, 2025

Gaming ETF (ESPO) Hits New 52-Week High

For investors seeking momentum, VanEck Video Gaming and eSports ETF ESPO is probably on the radar. The fund just hit a 52-week high and is up 62.5% from its 52-week low price of $57.84/share.

Zacks Investment Research • Feb 14, 2025

5 Sector ETFs That Crushed the Market in 2024

Wall Street is on track to register another strong year of gains. We have highlighted five top-performing ETFs from various sectors.

Zacks Investment Research • Dec 30, 2024