Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
14.0%
% of IDRV's 56 holdings also in LIT
17.9%
% of LIT's 40 holdings also in IDRV
Overlap by Weight
Sector Drift (IDRV minus LIT)
Overlapping Holdings
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| Company | Weight in IDRV |
Weight in LIT |
Overlap | |
|---|---|---|---|---|
 |
PILBARA MINERALS LIMITED | 4.8% | 5.0% | 4.8% |
 |
BYD CO LTD-H | 4.5% | 4.1% | 4.1% |
 |
LG ENERGY SOLUTION LTD. | 3.8% | 3.8% | 3.8% |
|
SAMSUNG SDI CO LTD | 3.9% | 3.7% | 3.7% |
 |
TESLA MOTORS INC | 2.9% | 2.9% | 2.9% |
Position Highlights (Non-Overlapping Exposures)
IDRV Overweight Relative to LIT
 |
RENAULT SA | 6.0% |
 |
ABB LTD. | 5.6% |
|
SCHNEIDER ELECTRIC SA | 5.6% |
 |
VOLKSWAGEN AG-PFD | 5.2% |
|
PORSCHE AUTOMOBIL HLDG-PFD | 4.9% |
 |
DENSO CORP | 4.8% |
|
LI AUTO, INC. CLASS A | 3.4% |
 |
HEXAGON AB-B SHS | 3.1% |
|
APTIV PLC | 2.8% |
|
QUANTUMSCAPE CORPORATION CLASS A | 2.5% |
IDRV Underweight Relative to LIT
|
ALBEMARLE CORP | -9.2% |
|
BEIJING SEVENSTAR ELECTRONICS CO., L | -6.1% |
|
TDK CORP | -5.9% |
|
MINERAL RESOURCES LTD | -5.2% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -5.2% |
 |
QUIMICA Y MINERA CHIL-SP ADR | -4.5% |
|
TIANQI LITHIUM INDUSTRIES, INC. CLAS | -4.2% |
|
PANASONIC CORP | -4.1% |
|
EVE ENERGY CO. LTD. CLASS A | -3.9% |
|
JIANGXI GANFENG LITHIUM CO., LTD. CL | -3.8% |