Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
18
Number of overlapping holdings
39.1%
% of FDRV's 55 holdings also in DRIV
24.7%
% of DRIV's 74 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 | 3.2% | 2.2% | 2.2% |
 |
INFINEON TECHNOLOGIES AG | 5.2% | 1.6% | 1.6% |
 |
NXP SEMICONDUCTORS NV | 4.7% | 1.6% | 1.6% |
|
ALLEGRO MICROSYSTEMS, INC. | 3.4% | 1.3% | 1.3% |
|
VISTEON CORP | 2.2% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
FDRV Overweight Relative to DRIV
 |
XPENG, INC. CLASS A | 7.3% |
|
BYD CO LTD-H | 6.3% |
|
LI AUTO, INC. CLASS A | 5.8% |
|
UBER TECHNOLOGIES, INC. | 5.3% |
|
RIVIAN AUTOMOTIVE INC-A | 3.8% |
|
INFINEON TECHNOLOGIES AG | 3.5% |
|
GENTEX CORP | 3.1% |
|
NXP SEMICONDUCTORS NV | 3.1% |
|
SENSATA TECHNOLOGIES HOLDING PLC | 2.8% |
|
LYFT INC CLASS A | 2.7% |
FDRV Underweight Relative to DRIV
|
QUALCOMM INC | -3.0% |
 |
TOYOTA MOTOR CORP | -3.0% |
|
MICROSOFT CORP | -3.0% |
|
NVIDIA CORP | -2.7% |
|
HONEYWELL INTERNATIONAL INC | -2.7% |
|
ALPHABET INC. CLASS A | -2.6% |
|
INTEL CORP | -2.5% |
|
XPENG, INC. ADR SPONSORED CLASS A | -2.0% |
 |
NEXTEER AUTOMOTIVE GROUP LIMITED | -2.0% |
|
BAIDU INC - SPON ADR | -1.6% |