Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
45.7%
% of FDRV's 61 holdings also in DRIV
28.0%
% of DRIV's 75 holdings also in FDRV
Overlap by Weight
Sector Drift (FDRV minus DRIV)
Overlapping Holdings
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| Company | Weight in FDRV |
Weight in DRIV |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 6.0% | 4.1% | 4.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 1.6% | 1.6% | 1.6% |
 |
NXP SEMICONDUCTORS NV | 3.8% | 1.5% | 1.5% |
|
SITIME CORPORATION | 1.5% | 1.4% | 1.4% |
 |
INFINEON TECHNOLOGIES AG | 3.1% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
FDRV Overweight Relative to DRIV
|
UBER TECHNOLOGIES, INC. | 4.7% |
|
ANALOG DEVICES INC | 4.6% |
 |
GARMIN LTD | 3.7% |
 |
BYD CO LTD-H | 3.6% |
|
RIVIAN AUTOMOTIVE INC-A | 3.3% |
|
SKYWORKS SOLUTIONS INC | 3.1% |
|
LI AUTO, INC. CLASS A | 2.5% |
|
NXP SEMICONDUCTORS NV | 2.3% |
 |
LG CHEM LTD | 2.2% |
|
SENSATA TECHNOLOGIES HOLDING PLC | 2.0% |
FDRV Underweight Relative to DRIV
|
NVIDIA CORP | -3.6% |
|
ALPHABET INC. CLASS A | -3.0% |
|
MICROSOFT CORP | -3.0% |
|
HONEYWELL INTERNATIONAL INC | -2.8% |
 |
TOYOTA MOTOR CORP | -2.7% |
|
QUALCOMM INC | -2.5% |
|
HITACHI LTD | -2.5% |
|
GENERAL MOTORS CO | -2.0% |
|
INTEL CORP | -1.9% |
 |
GEELY AUTOMOBILE HOLDINGS LT | -1.9% |