Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
31.0%
% of IDRV's 49 holdings also in BATT
18.1%
% of BATT's 73 holdings also in IDRV
Overlap by Weight
Sector Drift (IDRV minus BATT)
Overlapping Holdings
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| Company | Weight in IDRV |
Weight in BATT |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 7.6% | 5.7% | 5.7% |
 |
BYD CO LTD-H | 4.9% | 4.8% | 4.8% |
 |
LG ENERGY SOLUTION LTD. | 4.3% | 1.6% | 1.6% |
|
SAMSUNG SDI CO LTD | 2.6% | 1.4% | 1.4% |
 |
PILBARA MINERALS LIMITED | 3.6% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
IDRV Overweight Relative to BATT
|
XPENG, INC. CLASS A | 6.5% |
|
LI AUTO, INC. CLASS A | 4.7% |
 |
SCHNEIDER ELECTRIC SA | 4.4% |
 |
ABB LTD. | 4.2% |
 |
DENSO CORP | 3.9% |
|
RENAULT SA | 3.3% |
 |
VOLKSWAGEN AG-PFD | 3.1% |
|
PORSCHE AUTOMOBIL HLDG-PFD | 3.0% |
|
RIVIAN AUTOMOTIVE INC-A | 2.7% |
|
LG ENERGY SOLUTION LTD. | 2.7% |
IDRV Underweight Relative to BATT
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -7.3% |
|
BHP BILLITON LTD | -6.7% |
|
BEIJING SEVENSTAR ELECTRONICS CO., L | -2.9% |
|
TDK CORP | -2.5% |
|
BLOOM ENERGY CORPORATION CLASS A | -1.8% |
|
ALBEMARLE CORP | -1.7% |
|
LI AUTO, INC. SPONSORED ADR CLASS A | -1.5% |
 |
SOUTH32 LTD | -1.5% |
 |
FIRST QUANTUM MINERALS LTD | -1.3% |
|
LUNDIN MINING CORP | -1.2% |