Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
39.1%
% of FDRV's 55 holdings also in DRIV
24.7%
% of DRIV's 74 holdings also in FDRV
Overlap by Weight
Sector Drift (FDRV minus DRIV)
Overlapping Holdings
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| Company | Weight in FDRV |
Weight in DRIV |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 3.2% | 2.2% | 2.2% |
 |
INFINEON TECHNOLOGIES AG | 5.2% | 1.6% | 1.6% |
 |
NXP SEMICONDUCTORS NV | 4.7% | 1.6% | 1.6% |
|
VISTEON CORP | 2.2% | 1.1% | 1.1% |
|
LUCID GROUP, INC. | 2.3% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
FDRV Overweight Relative to DRIV
 |
XPENG, INC. CLASS A | 7.3% |
|
BYD CO LTD-H | 6.3% |
|
LI AUTO, INC. CLASS A | 5.8% |
|
UBER TECHNOLOGIES, INC. | 5.3% |
|
RIVIAN AUTOMOTIVE INC-A | 3.8% |
|
INFINEON TECHNOLOGIES AG | 3.5% |
|
GENTEX CORP | 3.1% |
|
NXP SEMICONDUCTORS NV | 3.1% |
|
SENSATA TECHNOLOGIES HOLDING PLC | 2.8% |
|
LYFT INC CLASS A | 2.7% |
FDRV Underweight Relative to DRIV
 |
TOYOTA MOTOR CORP | -3.3% |
|
MICROSOFT CORP | -3.2% |
|
QUALCOMM INC | -3.0% |
|
ALPHABET INC. CLASS A | -2.9% |
|
NVIDIA CORP | -2.8% |
|
HONEYWELL INTERNATIONAL INC | -2.8% |
|
INTEL CORP | -2.3% |
|
XPENG, INC. ADR SPONSORED CLASS A | -2.0% |
|
HONDA MOTOR CO LTD | -1.8% |
|
FORD MOTOR CO | -1.7% |