Fund Overlap

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


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OVERLAP
17%

OVERLAP
BY WEIGHT
24

# OF OVERLAPPING
HOLDINGS
MOBI.L
87
HOLDINGS
28%
ALSO IN DRVE.L
DRVE.L
75
HOLDINGS
32%
ALSO IN MOBI.L
SECTOR DRIFT (MOBI.L minus DRVE.L)
OVERLAPPING HOLDINGS

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Company Weight
in MOBI.L
Weight
in DRVE.L
Overlap
NVIDIA CORP 21.9% 2.7% 2.7%
TESLA MOTORS INC 15.7% 2.2% 2.2%
SAMSUNG SDI CO LTD 2.9% 1.8% 1.8%
GEELY AUTOMOBILE HOLDINGS LT 1.8% 1.0% 1.0%
ENERSYS 1.0% 1.3% 1.0%
MOBI.L Overweight Relative to DRVE.L
NVIDIA CORP 19.1%
TESLA MOTORS INC 13.5%
UBER TECHNOLOGIES, INC. 12.1%
REGAL BELOIT CORP 4.4%
HITACHI LTD 3.1%
MAGNA INTERNATIONAL INC-CL A 1.8%
ALBEMARLE CORP 1.6%
SHOWA DENKO K K 1.6%
DENSO CORP 1.5%
MITSUI MINING & SMELTING CO 1.5%
MOBI.L Underweight Relative to DRVE.L
INTEL CORP -4.6%
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%
COHERENT INC -2.1%
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