Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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4
Number of overlapping holdings
9.8%
% of IDRV's 49 holdings also in RNEW
9.5%
% of RNEW's 45 holdings also in IDRV
Overlap by Weight
Sector Drift (IDRV minus RNEW)
Overlapping Holdings
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| Company | Weight in IDRV |
Weight in RNEW |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 9.8% | 12.0% | 9.8% |
|
RIVIAN AUTOMOTIVE INC-A | 5.0% | 5.9% | 5.0% |
|
LUCID GROUP, INC. | 3.1% | 3.0% | 3.0% |
|
CHARGEPOINT HOLDINGS, INC. CLASS A | 0.6% | 0.2% | 0.2% |
Position Highlights (Non-Overlapping Exposures)
IDRV Overweight Relative to RNEW
 |
XPENG, INC. CLASS A | 5.9% |
|
BYD CO LTD-H | 4.7% |
|
LI AUTO, INC. CLASS A | 4.4% |
 |
LG ENERGY SOLUTION LTD. | 4.2% |
 |
SCHNEIDER ELECTRIC SA | 4.2% |
 |
ABB LTD. | 4.1% |
 |
DENSO CORP | 3.5% |
|
RENAULT SA | 3.4% |
 |
VOLKSWAGEN AG-PFD | 3.0% |
|
PORSCHE AUTOMOBIL HLDG-PFD | 2.8% |
IDRV Underweight Relative to RNEW
|
CHENIERE ENERGY INC | -6.5% |
|
QUANTA SERVICES INC | -5.9% |
|
REPUBLIC SERVICES INC | -5.4% |
|
CLEAN HARBORS INC | -5.4% |
|
WASTE MANAGEMENT INC | -5.2% |
|
ECOLAB INC | -5.0% |
|
DONALDSON CO INC | -4.4% |
|
BORGWARNER INC | -3.9% |
|
FIRST SOLAR INC | -3.2% |
|
CASELLA WASTE SYSTEMS INC-A | -3.1% |