Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
MOTO
37
HOLDINGS
41%
ALSO IN DRIV
DRIV
75
HOLDINGS
18%
ALSO IN MOTO
SECTOR DRIFT (MOTO minus DRIV)
OVERLAPPING HOLDINGS
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| Company | Weight in MOTO |
Weight in DRIV |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 4.8% | 3.5% | 3.5% |
|
NVIDIA CORP | 5.8% | 2.8% | 2.8% |
 |
NXP SEMICONDUCTORS NV | 3.3% | 1.2% | 1.2% |
 |
INFINEON TECHNOLOGIES AG | 3.3% | 1.1% | 1.1% |
 |
DENSO CORP | 2.8% | 1.1% | 1.1% |
MOTO Overweight Relative to DRIV
|
AMPHENOL CORP-CL A | 7.2% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 6.1% |
|
ALPHABET INC. CLASS C | 5.6% |
|
QUANTA SERVICES INC | 5.4% |
 |
EATON CORP PLC | 4.7% |
 |
VOLVO AB-A SHS | 4.3% |
|
SIEMENS AG-REG | 4.2% |
|
ANALOG DEVICES INC | 4.0% |
 |
KIA MOTORS CORPORATION | 3.6% |
|
HEXAGON AB-B SHS | 3.2% |
MOTO Underweight Relative to DRIV
|
BLOOM ENERGY CORPORATION CLASS A | -4.6% |
|
ALPHABET INC. CLASS A | -3.7% |
|
INTEL CORP | -2.7% |
|
MICROSOFT CORP | -2.4% |
|
QUALCOMM INC | -2.4% |
|
TOYOTA MOTOR CORP | -2.3% |
|
NEBIUS GROUP NV | -2.2% |
 |
PILBARA MINERALS LIMITED | -1.8% |
 |
GANFENG LITHIUM CO., LTD. CLASS H | -1.8% |
|
HONEYWELL INTERNATIONAL INC | -1.6% |