Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
IDRV
46
HOLDINGS
46%
ALSO IN DRIV
DRIV
76
HOLDINGS
23%
ALSO IN IDRV
SECTOR DRIFT (IDRV minus DRIV)
OVERLAPPING HOLDINGS
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| Company | Weight in IDRV |
Weight in DRIV |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 4.9% | 3.5% | 3.5% |
 |
PILBARA MINERALS LIMITED | 4.0% | 2.2% | 2.2% |
|
ALBEMARLE CORP | 6.6% | 1.6% | 1.6% |
 |
SAMSUNG SDI CO LTD | 5.2% | 1.5% | 1.5% |
 |
GANFENG LITHIUM CO., LTD. CLASS H | 1.4% | 1.7% | 1.4% |
IDRV Overweight Relative to DRIV
|
LG CHEM LTD | 5.5% |
|
ALBEMARLE CORP | 5.0% |
 |
SOC QUIMICA Y MINERA CHILE-B | 5.0% |
|
RIVIAN AUTOMOTIVE INC-A | 4.1% |
 |
PORSCHE AUTOMOBIL HLDG-PFD | 3.8% |
|
SAMSUNG SDI CO LTD | 3.7% |
|
XPENG, INC. CLASS A | 3.2% |
|
LG ENERGY SOLUTION LTD. | 3.1% |
|
HYUNDAI MOBIS | 2.8% |
 |
AUTOLIV INC | 2.8% |
IDRV Underweight Relative to DRIV
|
ALPHABET INC. CLASS A | -4.3% |
|
BLOOM ENERGY CORPORATION CLASS A | -4.2% |
|
INTEL CORP | -2.9% |
|
NVIDIA CORP | -2.6% |
|
QUALCOMM INC | -2.4% |
|
MICROSOFT CORP | -2.3% |
 |
TOYOTA MOTOR CORP | -2.3% |
|
COHERENT INC | -1.8% |
|
GENERAL MOTORS CO | -1.8% |
 |
NEBIUS GROUP NV | -1.7% |