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
17%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
WTAI
76
HOLDINGS
13%
ALSO IN DRIV
DRIV
75
HOLDINGS
12%
ALSO IN WTAI
SECTOR DRIFT (WTAI minus DRIV)
OVERLAPPING HOLDINGS
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| Company | Weight in WTAI |
Weight in DRIV |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 3.3% | 3.3% | 3.3% |
|
NVIDIA CORP | 3.4% | 2.9% | 2.9% |
|
TESLA MOTORS INC | 2.8% | 3.0% | 2.8% |
|
MICROSOFT CORP | 2.5% | 2.8% | 2.5% |
|
INTEL CORP | 1.9% | 2.0% | 1.9% |
WTAI Overweight Relative to DRIV
|
PALANTIR TECHNOLOGIES INC. CLASS A | 5.9% |
|
BROADCOM INC. | 5.2% |
|
ROBLOX CORP. CLASS A | 4.5% |
|
META PLATFORMS INC | 3.9% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.6% |
|
CLOUDFLARE INC CLASS A | 3.3% |
 |
HYNIX SEMICONDUCTOR INC | 3.2% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 3.1% |
|
APPLE INC | 2.9% |
 |
ARM HOLDINGS PLC | 2.8% |
WTAI Underweight Relative to DRIV
 |
TOYOTA MOTOR CORP | -2.6% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.2% |
|
HONEYWELL INTERNATIONAL INC | -2.1% |
|
RIO TINTO PLC | -1.6% |
 |
NIO INC. SPONSORED ADR CLASS A | -1.6% |
 |
PILBARA MINERALS LIMITED | -1.6% |
|
GENERAL MOTORS CO | -1.6% |
|
HONDA MOTOR CO LTD | -1.4% |
|
FORD MOTOR CO | -1.4% |
 |
YANDEX NV-A | -1.4% |