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
20%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
MOTO
39
HOLDINGS
34%
ALSO IN DRIV
DRIV
74
HOLDINGS
16%
ALSO IN MOTO
SECTOR DRIFT (MOTO minus DRIV)
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 MOTO |
Weight in DRIV |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 4.7% | 3.5% | 3.5% |
|
TESLA MOTORS INC | 2.8% | 3.1% | 2.8% |
 |
SAMSUNG SDI CO LTD | 2.5% | 1.8% | 1.8% |
 |
INFINEON TECHNOLOGIES AG | 4.4% | 1.7% | 1.7% |
|
SKYWORKS SOLUTIONS INC | 1.9% | 1.6% | 1.6% |
MOTO Overweight Relative to DRIV
 |
TAIWAN SEMICONDUCTOR-SP ADR | 6.0% |
|
QUANTA SERVICES INC | 5.2% |
|
AMPHENOL CORP-CL A | 4.8% |
|
ANALOG DEVICES INC | 4.4% |
 |
EATON CORP PLC | 4.2% |
|
ALPHABET INC. CLASS C | 4.0% |
|
SIEMENS AG-REG | 3.7% |
 |
VOLVO AB-A SHS | 3.4% |
|
TE CONNECTIVITY | 3.2% |
|
DANA HOLDING CORP | 3.1% |
MOTO Underweight Relative to DRIV
|
MICROSOFT CORP | -4.3% |
|
INTEL CORP | -3.3% |
|
ALPHABET INC. CLASS A | -3.0% |
|
QUALCOMM INC | -2.7% |
 |
TOYOTA MOTOR CORP | -2.5% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.0% |
 |
RIO TINTO PLC | -1.8% |
|
GENERAL MOTORS CO | -1.8% |
|
COHERENT INC | -1.7% |
|
WABTEC CORP | -1.7% |