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
24
# OF OVERLAPPING
HOLDINGS
DRVE.L
75
HOLDINGS
32%
ALSO IN MOBI.L
MOBI.L
87
HOLDINGS
28%
ALSO IN DRVE.L
SECTOR DRIFT (DRVE.L minus MOBI.L)
OVERLAPPING HOLDINGS
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| Company | Weight in DRVE.L |
Weight in MOBI.L |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 2.7% | 21.9% | 2.7% |
|
TESLA MOTORS INC | 2.3% | 15.7% | 2.3% |
 |
SAMSUNG SDI CO LTD | 2.0% | 2.9% | 2.0% |
|
LG ENERGY SOLUTION LTD. | 1.0% | 1.7% | 1.0% |
 |
GEELY AUTOMOBILE HOLDINGS LT | 1.0% | 1.8% | 1.0% |
DRVE.L Overweight Relative to MOBI.L
|
INTEL CORP | 5.0% |
|
QUALCOMM INC | 2.9% |
|
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% |
|
ON SEMICONDUCTOR CORPORATION | 2.0% |
DRVE.L Underweight Relative to MOBI.L
|
NVIDIA CORP | -19.2% |
|
TESLA MOTORS INC | -13.4% |
|
UBER TECHNOLOGIES, INC. | -12.1% |
|
REGAL BELOIT CORP | -4.4% |
 |
HITACHI LTD | -3.1% |
 |
MAGNA INTERNATIONAL INC-CL A | -1.8% |
|
SHOWA DENKO K K | -1.6% |
|
ALBEMARLE CORP | -1.6% |
|
DENSO CORP | -1.5% |
|
MITSUI MINING & SMELTING CO | -1.5% |