Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
31.0%
% of IDRV's 49 holdings also in CLNR
16.3%
% of CLNR's 81 holdings also in IDRV
Overlap by Weight
Sector Drift (IDRV minus CLNR)
Overlapping Holdings
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| Company | Weight in IDRV |
Weight in CLNR |
Overlap | |
|---|---|---|---|---|
 |
BYD CO LTD-H | 4.3% | 3.1% | 3.1% |
 |
SCHNEIDER ELECTRIC SA | 4.0% | 3.0% | 3.0% |
 |
TESLA MOTORS INC | 5.4% | 2.6% | 2.6% |
 |
VOLKSWAGEN AG-PFD | 3.8% | 2.4% | 2.4% |
 |
DENSO CORP | 4.0% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IDRV Overweight Relative to CLNR
|
RIVIAN AUTOMOTIVE INC-A | 5.5% |
|
LUCID GROUP, INC. | 4.0% |
 |
ABB LTD. | 3.9% |
|
QUANTUMSCAPE CORPORATION CLASS A | 3.9% |
|
XPENG, INC. CLASS A | 3.8% |
|
RENAULT SA | 3.8% |
|
PORSCHE AUTOMOBIL HLDG-PFD | 3.5% |
|
LI AUTO, INC. CLASS A | 3.5% |
 |
PILBARA MINERALS LIMITED | 3.4% |
 |
LG ENERGY SOLUTION LTD. | 3.3% |
IDRV Underweight Relative to CLNR
 |
TAIWAN SEMICONDUCTOR MANUFAC | -3.7% |
|
NEXTERA ENERGY GROUP | -3.7% |
|
HITACHI LTD | -3.6% |
|
ALPHABET INC. CLASS A | -3.5% |
|
ABB LTD. | -3.5% |
|
TEXAS INSTRUMENTS INC | -3.4% |
|
APPLE INC | -3.3% |
 |
IBERDROLA SA | -3.2% |
 |
NXP SEMICONDUCTORS NV | -3.2% |
|
MEDIATEK INC | -3.1% |