Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
8
# OF OVERLAPPING
HOLDINGS
IDRV
57
HOLDINGS
18%
ALSO IN SMOG
SMOG
64
HOLDINGS
14%
ALSO IN IDRV
SECTOR DRIFT (IDRV minus SMOG)
OVERLAPPING HOLDINGS
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| Company | Weight in IDRV |
Weight in SMOG |
Overlap | |
|---|---|---|---|---|
 |
BYD CO LTD-H | 4.6% | 6.0% | 4.6% |
 |
TESLA MOTORS INC | 3.7% | 7.0% | 3.7% |
 |
SAMSUNG SDI CO LTD | 3.7% | 3.9% | 3.7% |
|
RIVIAN AUTOMOTIVE INC-A | 4.5% | 2.8% | 2.8% |
|
CONTEMPORARY AMPEREX TECHN-H | 4.0% | 2.8% | 2.8% |
IDRV Overweight Relative to SMOG
|
LI AUTO, INC. CLASS A | 3.9% |
|
NIO INC-CLASS A | 3.8% |
 |
VOLKSWAGEN AG-PFD | 3.7% |
|
LG CHEM LTD | 3.6% |
 |
ABB LTD. | 3.6% |
|
XPENG, INC. CLASS A | 3.5% |
|
ALBEMARLE CORP | 3.4% |
 |
AUTOLIV INC | 3.3% |
|
CONTINENTAL AG | 3.3% |
 |
PILBARA MINERALS LIMITED | 3.2% |
IDRV Underweight Relative to SMOG
 |
IBERDROLA SA | -8.9% |
|
NEXTERA ENERGY GROUP | -7.9% |
 |
ENEL SPA | -7.0% |
|
BLOOM ENERGY CORPORATION CLASS A | -5.0% |
 |
VESTAS WIND SYSTEMS A/S | -4.8% |
|
TESLA MOTORS INC | -3.3% |
|
FIRST SOLAR INC | -3.1% |
 |
KINGSPAN GROUP PLC | -2.3% |
 |
CENTRAIS ELEC BRAS-SP ADR CM | -2.3% |
|
ORSTED | -2.1% |