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
7
Number of overlapping holdings
16.7%
% of IDRV's 50 holdings also in MOTO
21.9%
% of MOTO's 36 holdings also in IDRV
Overlap by Weight
Sector Drift (IDRV minus MOTO)
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 IDRV |
Weight in MOTO |
Overlap | |
|---|---|---|---|---|
 |
BYD CO LTD-H | 6.1% | 4.3% | 4.3% |
 |
TESLA MOTORS INC | 3.1% | 3.6% | 3.1% |
 |
VOLKSWAGEN AG-PFD | 5.2% | 2.5% | 2.5% |
|
CONTINENTAL AG | 2.6% | 1.7% | 1.7% |
 |
SAMSUNG SDI CO LTD | 2.6% | 1.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
IDRV Overweight Relative to MOTO
|
XPENG, INC. CLASS A | 6.5% |
 |
RENAULT SA | 4.9% |
|
LI AUTO, INC. CLASS A | 4.7% |
|
RIVIAN AUTOMOTIVE INC-A | 4.5% |
|
PORSCHE AUTOMOBIL HLDG-PFD | 4.4% |
 |
ABB LTD. | 3.8% |
|
LG ENERGY SOLUTION LTD. | 3.5% |
|
HYUNDAI MOBIS | 3.4% |
 |
SOC QUIMICA Y MINERA CHILE-B | 3.2% |
|
VOLKSWAGEN AG-PFD | 2.7% |
IDRV Underweight Relative to MOTO
 |
VOLVO AB-A SHS | -4.9% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | -4.4% |
|
ALPHABET INC. CLASS C | -4.2% |
|
AMPHENOL CORP-CL A | -4.1% |
|
SIEMENS AG-REG | -4.0% |
|
NVIDIA CORP | -3.9% |
 |
GEELY AUTOMOBILE HOLDINGS LT | -3.9% |
 |
EATON CORP PLC | -3.8% |
|
ANALOG DEVICES INC | -3.6% |
|
QUANTA SERVICES INC | -3.6% |