Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
NACP
199
HOLDINGS
5%
ALSO IN DRIV
DRIV
75
HOLDINGS
14%
ALSO IN NACP
SECTOR DRIFT (NACP 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 NACP |
Weight in DRIV |
Overlap | |
|---|---|---|---|---|
 |
TESLA MOTORS INC | 3.9% | 3.1% | 3.1% |
|
ALPHABET INC. CLASS A | 2.9% | 3.2% | 2.9% |
|
NVIDIA CORP | 5.8% | 2.9% | 2.9% |
|
MICROSOFT CORP | 5.0% | 2.8% | 2.8% |
|
QUALCOMM INC | 2.7% | 2.5% | 2.5% |
NACP Overweight Relative to DRIV
|
APPLE INC | 5.2% |
|
AMAZON.COM INC | 4.9% |
|
META PLATFORMS INC | 4.1% |
|
INTL BUSINESS MACHINES CORP | 3.5% |
|
UBER TECHNOLOGIES, INC. | 3.3% |
|
NVIDIA CORP | 2.9% |
 |
ACCENTURE PLC-CL A | 2.7% |
|
ALPHABET INC. CLASS C | 2.6% |
|
JPMORGAN CHASE & CO | 2.5% |
|
MICROSOFT CORP | 2.2% |
NACP Underweight Relative to DRIV
 |
TOYOTA MOTOR CORP | -2.7% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.0% |
|
HONEYWELL INTERNATIONAL INC | -1.7% |
 |
RIO TINTO PLC | -1.6% |
 |
NIO INC. SPONSORED ADR CLASS A | -1.6% |
 |
NXP SEMICONDUCTORS NV | -1.6% |
|
XPENG, INC. ADR SPONSORED CLASS A | -1.5% |
 |
INFINEON TECHNOLOGIES AG | -1.4% |
|
HONDA MOTOR CO LTD | -1.4% |
|
YANDEX NV-A | -1.4% |