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
16%

OVERLAP
BY WEIGHT
12

# OF OVERLAPPING
HOLDINGS
DRIV
75
HOLDINGS
16%
ALSO IN LIT
LIT
39
HOLDINGS
32%
ALSO IN DRIV
SECTOR DRIFT (DRIV minus LIT)
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 DRIV
Weight
in LIT
Overlap
TESLA MOTORS INC 3.4% 4.2% 3.4%
PILBARA MINERALS LIMITED 1.8% 4.3% 1.8%
SAMSUNG SDI CO LTD 1.4% 3.8% 1.4%
LG ENERGY SOLUTION LTD. 1.4% 3.3% 1.4%
ALBEMARLE CORP 1.4% 8.6% 1.4%
DRIV Overweight Relative to LIT
BLOOM ENERGY CORPORATION CLASS A 3.9%
ALPHABET INC. CLASS A 3.5%
INTEL CORP 2.7%
NVIDIA CORP 2.7%
MICROSOFT CORP 2.5%
TOYOTA MOTOR CORP 2.4%
QUALCOMM INC 2.3%
NEBIUS GROUP NV 2.1%
HONEYWELL INTERNATIONAL INC 1.8%
PLUG POWER INC 1.7%
DRIV Underweight Relative to LIT
ALBEMARLE CORP -7.2%
WUXI LEAD INTELLIGENT EQUIPMENT CO. -5.1%
JIANGXI GANFENG LITHIUM CO., LTD. CL -5.0%
EVE ENERGY CO. LTD. CLASS A -4.8%
TIANQI LITHIUM INDUSTRIES, INC. CLAS -4.2%
CONTEMPORARY AMPEREX TECHNOLOGY CO., -4.1%
SUNWODA ELECTRONIC CO., LTD. CLASS A -4.1%
TDK CORP -4.1%
ECOPRO BM CO., LTD. -4.0%
GUANGZHOU TINCI MATERIALS TECHNOLOGY -3.7%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY