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.
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.
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.
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.
Video Game ETFs Outperform in February: Here's Why
Video game stocks outperform the broader market on the highly anticipated launch of game releases.
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.
Don't Sleep on This Video Game ETF
It is football season. One derivative of the return of the most popular American sport is gamers' renewed focus on popular video game franchises.
Thinking Thematics: Video Game ETF ESPO
The thematic ETF has had an up and down life. Many an ETF investor can name their favorite thematic strategy, and certainly, the space includes some eclectic options.
The 3 Best Esports Stocks to Buy in July 2024
The best Esports stocks are booming as the sector pounced on robust momentum. The sector is hitting its stride again after slumping post-pandemic.
