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
21%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
FDRV
63
HOLDINGS
43%
ALSO IN DRIV
DRIV
75
HOLDINGS
27%
ALSO IN FDRV
SECTOR DRIFT (FDRV minus DRIV)
OVERLAPPING HOLDINGS
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| Company | Weight in FDRV |
Weight in DRIV |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 4.3% | 3.4% | 3.4% |
|
BLOOM ENERGY CORPORATION CLASS A | 2.1% | 3.9% | 2.1% |
 |
GANFENG LITHIUM CO., LTD. CLASS H | 1.3% | 1.7% | 1.3% |
 |
NXP SEMICONDUCTORS NV | 4.7% | 1.3% | 1.3% |
|
INDIE SEMICONDUCTOR, INC. CLASS A | 1.4% | 1.2% | 1.2% |
FDRV Overweight Relative to DRIV
|
LUCID GROUP, INC. | 18.9% |
|
CHARGEPOINT HOLDINGS, INC. CLASS A | 8.7% |
|
UBER TECHNOLOGIES, INC. | 6.3% |
|
XPENG, INC. CLASS A | 6.3% |
|
RIVIAN AUTOMOTIVE INC-A | 4.8% |
|
LI AUTO, INC. CLASS A | 4.1% |
 |
INFINEON TECHNOLOGIES AG | 3.8% |
|
LYFT INC CLASS A | 3.6% |
|
GENTEX CORP | 3.5% |
|
NXP SEMICONDUCTORS NV | 3.5% |
FDRV Underweight Relative to DRIV
|
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% |
|
BLOOM ENERGY CORPORATION CLASS A | -1.8% |
|
HONEYWELL INTERNATIONAL INC | -1.8% |
 |
PILBARA MINERALS LIMITED | -1.8% |