Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   
OVERLAP
13%

OVERLAP
BY WEIGHT
13

# OF OVERLAPPING
HOLDINGS
LITU.L
41
HOLDINGS
33%
ALSO IN DRVE.L
DRVE.L
75
HOLDINGS
17%
ALSO IN LITU.L
SECTOR DRIFT (LITU.L minus DRVE.L)
OVERLAPPING HOLDINGS

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in LITU.L
Weight
in DRVE.L
Overlap
TESLA MOTORS INC 4.1% 2.2% 2.2%
SAMSUNG SDI CO LTD 4.7% 1.8% 1.8%
ENERSYS 2.6% 1.3% 1.3%
PILBARA MINERALS LIMITED 3.9% 1.2% 1.2%
BYD CO LTD-H 3.3% 1.1% 1.1%
LITU.L Overweight Relative to DRVE.L
RIO TINTO PLC-SPON ADR 15.7%
TDK CORP 6.7%
BEIJING SEVENSTAR ELECTRONICS CO., L 5.3%
PANASONIC CORP 5.1%
ALBEMARLE CORP 4.9%
CONTEMPORARY AMPEREX TECHNOLOGY CO., 3.7%
EVE ENERGY CO. LTD. CLASS A 3.4%
JIANGXI GANFENG LITHIUM CO., LTD. CL 3.2%
LG ENERGY SOLUTION LTD. 3.0%
SAMSUNG SDI CO LTD 2.9%
LITU.L Underweight Relative to DRVE.L
INTEL CORP -4.6%
NVIDIA CORP -2.7%
ALPHABET INC. CLASS A -2.7%
QUALCOMM INC -2.7%
STMICROELECTRONICS NV -2.5%
WISTRON NEWEB CORP -2.4%
INFINEON TECHNOLOGIES AG -2.3%
MICROSOFT CORP -2.2%
NEBIUS GROUP NV -2.2%
BLACKBERRY LIMITED -2.1%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY