VanEck Video Gaming and Esports ETF (ESPO) Review & Analysis

MER Β· #316 of 514AUM Β· #314 of 5081Y Return Β· #414 of 4263Y Return Β· Top 25%5Y Return Β· Top 25%
What's new this monthData to 30 September 2026
  • +1.3% in September (total return), ahead of the median international shares ETF at +0.0%.
  • Investors withdrew a net $2.9m (-3.8% of the fund).
  • The unit price closed the month at $14.68, 34% below its 12-month high (range $13.40 to $22.35).

About ESPO

ESPO is an international shares ETF from VanEck, listed on the ASX since September 2020. With $74m under management it is number 157 of 254 international shares ETFs by size. The management fee is 0.55% a year, about $55 on every $10,000 invested, in line with the typical international shares ETF at 0.55%.

Its largest holdings are Nintendo Co Ltd, Tencent Holdings Ltd and Netease Inc, and the top 10 make up 61% of the fund. By sector it leans towards communication services (46%) and consumer discretionary (32%). Japan is the biggest country exposure at 31%.

Over five years it has returned +10.6% a year including distributions, against +8.8% for the median international shares ETF.

ESPO distributions and dividend dates

ESPO pays distributions yearly, usually going ex-distribution in July, with payment about 26 days after the ex-date. (Pattern estimated from recent payments.)

The latest distribution was $1.93 per unit (0% franked), ex-distribution on 1 July 2026 and paid on 27 July 2026. To receive it you need to own ESPO before the ex-date.

Its distribution yield over the past 12 months is about 11.9%. Distributions vary and past payments are not a guide to future ones.

From ASX announcements, updated nightly. See every ETF in the dividend calendar.

Compare ESPO with

ESPO price by TradingView

Stock CodeESPO
Fund ManagerVanEck
Asset ClassInternational shares
AUM$74m
MER (%)0.55%
Net flows (Sep)βˆ’$2.9m
Last Price$14.68
52-Week Range$13.40 – $22.35
Bid/Ask Spread0.24%
Listing Date10/09/2020
ExchangeASX
Index trackedMVIS Global Video Gaming and eSports Index
Issuer websiteVanEck β†—

Performance (% return)

-25%10%45%80%1M1.3%1Y-24.9%3Y79.6%5Y65.3%
1 month+1.3%
1 yearβˆ’24.9%
3 years p.a.+21.6%
5 years p.a.+10.6%

$10,000 invested…

1 year ago$7,5063 years ago$17,9645 years ago$16,531

Value at 30 September 2026 with distributions reinvested, before tax and brokerage.

Total returns including distributions, to 30 September 2026. 1M, 1Y, 3Y and 5Y bars are cumulative.

ESPO at a glance: strengths and things to watch

πŸ‘ Strengths

  • Ahead of its peers. +10.6% a year over 5 years, against +8.8% for the median international shares ETF.

⚠️ Things to watch

  • Money is flowing out. Investors withdrew a net $2.9m in September (4% of the fund).
  • Concentrated. The top 10 holdings make up 61% of the fund, so a few companies drive the result.

Worked out from ESPO's fees, size, flows, returns and trend against the 257 international shares ETFs in Australia, to 30 September 2026. General information, not a recommendation.

Joshua StegaetfadviserTrend check
Base since 18 Sep 2026

ESPO is in a base. Here's why that matters.

ESPO's moving averages are tangled and the price is moving sideways. The trend hasn't picked a direction yet. Its price is 25.0% below its 12-month high.

Why it matters: Bases are where the next big move starts. A breakout can begin a new uptrend, while a breakdown can start a long fall. Buying a satellite before the breakout often means waiting months for nothing to happen.

At ETF Adviser the core of a portfolio stays invested through every stage, and satellite ETFs are only bought in an uptrend. Members get a weekly update on which ETFs are breaking out of a base and which trends have broken.

Oct 25Jan 26Apr 26Jul 26Oct 26
UptrendBaseDowntrend

ESPO weekly price, past 12 months, shaded by trend stage. Stage as at 7 November 2026, updated weekly. A technical label, not a recommendation.

Portfolio Breakdown

Top 10 holdings (61.4% of the fund)

SymbolCompany% assets
79747.77%
7007.15%
NTES6.95%
TTWO5.92%
RBLX5.86%
ALL5.81%
78325.68%
97665.65%
GME5.55%
32935.05%

Sector breakdown

  • Communication Services46.2%
  • Consumer Discretionary32.0%
  • Information Technology21.8%

Country breakdown

  • Japan30.5%
  • United States28.3%
  • Hong Kong12.7%
  • Taiwan8.9%
  • Australia5.8%
  • South Korea5.3%
  • PL4.5%
  • SE2.5%
  • France1.2%

Holdings from the issuer's published portfolio as at 30 October 2026. Breakdowns are based on the largest 25 positions, covering 100% of the fund. Compare ESPO's holdings with other ETFs β†’

Best-endeavours estimate. Built from each issuer's published holdings, which may be weeks or months old, may cover only part of a fund (some publish only their top 10) and are matched by company name. Figures may be incomplete or inaccurate. Check the issuer's website and PDS before relying on them. General information only.

Similar ETFs

CodeNameSame holdingsMERAUM1Y3Y p.a.5Y p.a.
GAMEBetashares Video Games and Esports ETF–0.57%$38mβˆ’25.5%+21.2%–
VGSVanguard MSCI Index International Shares ETF
0%
0.18%$18.7bn+10.1%+17.9%+11.8%
IVViShares S&P 500 ETF
0%
0.04%$14.9bn+10.1%+19.2%+13.4%
NDQBetashares Nasdaq 100 ETF
0%
0.48%$9.5bn+16.6%+23.8%+15.3%
QUALVanEck MSCI International Quality ETF
0%
0.40%$9.2bn+10.1%+16.1%+11.4%
VGADVanguard MSCI Index International Shares (Hedged) ETF Currency hedged
0%
0.21%$7.9bn+17.1%+19.8%+10.8%

Same holdings is the share of ESPO's money in companies the other ETF also holds, weighted by size. No other ETF shares much with ESPO, so these are ETFs in the same category. See every ETF like ESPO β†’

ESPO vs its closest alternatives

What actually differs between ESPO and the ETFs most like it. Data to 30 Sep 2026.

GAME Betashares Video Games and Esports ETF

  • ESPO is cheaper (0.55% vs 0.57%), worth about $1,309 on $100,000 over 20 years.
  • Over 3 years, a year: ESPO +21.6%, GAME +21.2% (almost identical).

Compare ESPO and GAME side by side β†’

VGS Vanguard MSCI Index International Shares ETF

  • They share 0% of their holdings: mostly different companies.
  • VGS is cheaper (0.18% vs 0.55%), worth about $25,084 on $100,000 over 20 years.
  • Over 3 years, a year: ESPO +21.6%, VGS +17.9% (ESPO ahead by 3.6 percentage points).
  • VGS is much larger ($18.7bn vs $74m), which usually means tighter trading spreads.

Compare ESPO and VGS side by side β†’

IVV iShares S&P 500 ETF

  • They share 0% of their holdings: mostly different companies.
  • IVV is cheaper (0.04% vs 0.55%), worth about $35,015 on $100,000 over 20 years.
  • Over 3 years, a year: ESPO +21.6%, IVV +19.2% (ESPO ahead by 2.3 percentage points).
  • IVV is much larger ($14.9bn vs $74m), which usually means tighter trading spreads.

Compare ESPO and IVV side by side β†’

General information only. Past performance is not a reliable indicator of future performance.

ESPO FAQs

What is the fee for ESPO?

ESPO charges a management fee (MER) of 0.55% a year, according to the TMX Australia monthly funds report as at 30 September 2026.

How big is ESPO?

ESPO had $74m in funds under management as at 30 September 2026.

How has ESPO performed?

ESPO returned βˆ’24.9% over the year to 30 September 2026 (total return, including distributions). Over three years it returned +21.6% a year. Past performance is not a reliable indicator of future performance.

Who manages ESPO?

ESPO is managed by VanEck and has been listed since September 2020.

Is ESPO franked?

Generally no. ESPO invests outside Australia, so its distributions carry little or no franking credits. Franking comes from Australian companies that have paid tax here.

What does ESPO hold?

ESPO's largest holdings are Nintendo Co Ltd (7.8%), Tencent Holdings Ltd (7.2%), Netease Inc (7.0%), Take-Two Interactive Software Inc (5.9%), ROBLOX Corp (5.9%). It holds about 25 investments in total. The biggest sector is communication services at 37%. Holdings as at 30 October 2026.

Is ESPO currency hedged?

No, ESPO is unhedged. Its returns move with the Australian dollar: a falling dollar adds to returns and a rising dollar reduces them.

Disclaimer

This review is general information only and does not take into account your objectives, financial situation or needs. Consider the VanEck product disclosure statement (PDS) and target market determination (TMD) before investing. Past performance is not a reliable indicator of future performance.