Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
41.2%
% of MOTO's 36 holdings also in DRIV
18.7%
% of DRIV's 75 holdings also in MOTO
Overlap by Weight
Sector Drift (MOTO minus DRIV)
Overlapping Holdings
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| Company | Weight in MOTO |
Weight in DRIV |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 4.1% | 3.6% | 3.6% |
|
TESLA MOTORS INC | 3.2% | 4.1% | 3.2% |
 |
GEELY AUTOMOBILE HOLDINGS LT | 1.6% | 1.9% | 1.6% |
 |
NXP SEMICONDUCTORS NV | 3.7% | 1.5% | 1.5% |
 |
INFINEON TECHNOLOGIES AG | 2.9% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
MOTO Overweight Relative to DRIV
 |
TAIWAN SEMICONDUCTOR-SP ADR | 4.3% |
 |
EATON CORP PLC | 4.2% |
|
AMPHENOL CORP-CL A | 4.1% |
|
ALPHABET INC. CLASS C | 4.0% |
|
QUANTA SERVICES INC | 3.9% |
 |
VOLVO AB-A SHS | 3.8% |
|
ANALOG DEVICES INC | 3.6% |
 |
TE CONNECTIVITY | 3.3% |
|
SKYWORKS SOLUTIONS INC | 2.9% |
|
POWER INTEGRATIONS INC | 2.9% |
MOTO Underweight Relative to DRIV
|
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% |
 |
XPENG, INC. ADR SPONSORED CLASS A | -1.8% |
|
WABTEC CORP | -1.7% |