Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
45.2%
% of IDRV's 49 holdings also in DRIV
25.3%
% of DRIV's 75 holdings also in IDRV
Overlap by Weight
Sector Drift (IDRV minus DRIV)
Overlapping Holdings
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| Company | Weight in IDRV |
Weight in DRIV |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 7.6% | 4.1% | 4.1% |
 |
GANFENG LITHIUM CO., LTD. CLASS H | 1.7% | 1.5% | 1.5% |
 |
DENSO CORP | 3.9% | 1.3% | 1.3% |
 |
LG ENERGY SOLUTION LTD. | 4.3% | 1.2% | 1.2% |
 |
PILBARA MINERALS LIMITED | 3.6% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
IDRV Overweight Relative to DRIV
|
XPENG, INC. CLASS A | 6.5% |
|
BYD CO LTD-H | 4.9% |
|
LI AUTO, INC. CLASS A | 4.7% |
 |
SCHNEIDER ELECTRIC SA | 4.4% |
 |
ABB LTD. | 4.2% |
|
RIVIAN AUTOMOTIVE INC-A | 3.7% |
|
TESLA MOTORS INC | 3.5% |
|
LG ENERGY SOLUTION LTD. | 3.0% |
 |
PORSCHE AUTOMOBIL HLDG-PFD | 3.0% |
|
DENSO CORP | 2.6% |
IDRV 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% |