Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
DRIV
75
HOLDINGS
19%
ALSO IN CABZ
CABZ
27
HOLDINGS
52%
ALSO IN DRIV
SECTOR DRIFT (DRIV minus CABZ)
OVERLAPPING HOLDINGS
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| Company | Weight in DRIV |
Weight in CABZ |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 2.7% | 3.8% | 2.7% |
|
ALPHABET INC. CLASS A | 2.6% | 6.1% | 2.6% |
|
TESLA MOTORS INC | 2.3% | 8.3% | 2.3% |
|
ON SEMICONDUCTOR CORPORATION | 2.0% | 2.5% | 2.0% |
|
ALLEGRO MICROSYSTEMS, INC. | 1.3% | 3.2% | 1.3% |
DRIV Overweight Relative to CABZ
|
INTEL CORP | 5.0% |
 |
WISTRON NEWEB CORP | 2.5% |
 |
INFINEON TECHNOLOGIES AG | 2.3% |
|
MICROSOFT CORP | 2.2% |
 |
STMICROELECTRONICS NV | 2.2% |
 |
NEBIUS GROUP NV | 2.1% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.1% |
 |
SAMSUNG SDI CO LTD | 2.0% |
|
QUALCOMM INC | 2.0% |
 |
BLACKBERRY LIMITED | 1.9% |
DRIV Underweight Relative to CABZ
|
OUSTER, INC. | -7.5% |
|
AEVA TECHNOLOGIES, INC. | -6.9% |
|
TESLA MOTORS INC | -6.0% |
|
AURORA INNOVATION, INC. CLASS A | -5.5% |
|
UBER TECHNOLOGIES, INC. | -4.6% |
|
PONY AI INC | -4.4% |
|
WILDHORSE RESOURCE DEVELOPMENT CORP | -4.2% |
 |
BAIDU INC - SPON ADR | -4.1% |
|
AMAZON.COM INC | -4.0% |
|
MOBILEYE N.V. | -3.7% |