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

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Company Weight
in LITU.L
Weight
in DRVE.L
Overlap
TESLA MOTORS INC 4.3% 2.3% 2.3%
SAMSUNG SDI CO LTD 5.3% 2.0% 2.0%
PILBARA MINERALS LIMITED 4.0% 1.3% 1.3%
ENERSYS 2.4% 1.2% 1.2%
LG ENERGY SOLUTION LTD. 4.1% 1.0% 1.0%
LITU.L Overweight Relative to DRVE.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%
LITU.L Underweight Relative to DRVE.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%
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