VanEck Video Gaming and eSports ETF vs Zeta Global Holdings Corp — how do they compare? VanEck Video Gaming and eSports ETF trades at $91.98, while Zeta Global Holdings Corp trades at $21.33 (market cap $5.59B). The key difference: Zeta Global Holdings Corp is trading nearer its 52-week high, VanEck Video Gaming and eSports ETF nearer its low. Which is the better fit depends on your goals.
| ESPO | ZETA | |
|---|---|---|
Sector | Sector/Thematic | Technology |
52-Week High | $122.30 | $25.24 |
52-Week Low | $85.25 | $14.55 |
Market Cap | — | $5.59B |
Enterprise Value | — | $5.49B |
Signals from Pluang's Aura AI — not financial advice
ESPO trades at $91.98, up 0.47% today, with technical indicators showing a bullish trend supported by moving averages. The ETF benefits from positive sentiment around AI-driven profit potential in the gaming industry. Recent institutional buying by Assetmark Inc. highlights growing confidence in the digital entertainment sector's growth prospects.
The outlook remains positive given AI's potential to boost gaming industry profits by $22 billion, though risks include sector competition and market volatility. Current technical strength near key support levels suggests potential for continued upward momentum if broader market conditions remain favorable.
ZETA trades at $21.74, down 3.51% over 24 hours, with a bullish technical outlook supported by moving averages and strong analyst consensus. The company reported revenue of $1.30B in 2025 but a net loss of $31.51M, with improving margins projected for 2026. Recent strategic partnerships with Palantir and OpenAI highlight a pivot toward AI infrastructure, driving positive media sentiment.
The outlook for ZETA is cautiously optimistic, with a consensus price target of $27.50 offering ~27% upside. Investment opportunities stem from AI-driven growth and consecutive earnings beats, but risks include persistent negative profitability, cash flow challenges, and competitive pressures in the marketing tech sector.
Trailing returns across standard periods
ESPO is a thematic ETF that invests in the global video gaming and eSports industry. It provides exposure to companies involved in game development, hardware, and streaming, including major firms like Tencent, Nintendo, and Electronic Arts.
Read more on ESPO →Zeta Global is a leading data-driven marketing technology company that provides an omnichannel AI Marketing Cloud. By leveraging a proprietary data cloud of over 2.4 billion deterministic identities, it enables enterprise brands to acquire, grow, and retain customers through predictive intelligence and automated, agentic workflows.
Read more on ZETA →