Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
14%

OVERLAP
BY WEIGHT
13

# OF OVERLAPPING
HOLDINGS
DRVE.L
75
HOLDINGS
17%
ALSO IN LITU.L
LITU.L
41
HOLDINGS
33%
ALSO IN DRVE.L
SECTOR DRIFT (DRVE.L minus LITU.L)
OVERLAPPING HOLDINGS

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Company Weight
in DRVE.L
Weight
in LITU.L
Overlap
TESLA MOTORS INC 2.3% 4.3% 2.3%
SAMSUNG SDI CO LTD 2.0% 5.3% 2.0%
PILBARA MINERALS LIMITED 1.3% 4.0% 1.3%
ENERSYS 1.2% 2.4% 1.2%
LG ENERGY SOLUTION LTD. 1.0% 4.1% 1.0%
DRVE.L Overweight Relative to LITU.L
INTEL CORP 5.0%
QUALCOMM INC 2.9%
NVIDIA CORP 2.7%
ALPHABET INC. CLASS A 2.6%
WISTRON NEWEB CORP 2.5%
INFINEON TECHNOLOGIES AG 2.3%
MICROSOFT CORP 2.2%
STMICROELECTRONICS NV 2.2%
NEBIUS GROUP NV 2.1%
BLOOM ENERGY CORPORATION CLASS A 2.1%
DRVE.L Underweight Relative to LITU.L
RIO TINTO PLC-SPON ADR -15.2%
TDK CORP -6.2%
BEIJING SEVENSTAR ELECTRONICS CO., L -5.1%
ALBEMARLE CORP -5.1%
PANASONIC CORP -4.7%
CONTEMPORARY AMPEREX TECHNOLOGY CO., -3.6%
EVE ENERGY CO. LTD. CLASS A -3.4%
SAMSUNG SDI CO LTD -3.3%
JIANGXI GANFENG LITHIUM CO., LTD. CL -3.2%
LG ENERGY SOLUTION LTD. -3.1%
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