Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
22%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
MOTO
39
HOLDINGS
34%
ALSO IN DRIV
DRIV
74
HOLDINGS
16%
ALSO IN MOTO
SECTOR DRIFT (MOTO minus DRIV)
OVERLAPPING HOLDINGS
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| Company | Weight in MOTO |
Weight in DRIV |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 4.5% | 3.5% | 3.5% |
|
TESLA MOTORS INC | 3.4% | 3.7% | 3.4% |
|
SKYWORKS SOLUTIONS INC | 2.0% | 2.1% | 2.0% |
 |
SAMSUNG SDI CO LTD | 2.9% | 2.0% | 2.0% |
 |
NXP SEMICONDUCTORS NV | 3.4% | 1.8% | 1.8% |
MOTO Overweight Relative to DRIV
 |
TAIWAN SEMICONDUCTOR-SP ADR | 5.7% |
|
QUANTA SERVICES INC | 5.3% |
|
ANALOG DEVICES INC | 4.9% |
|
AMPHENOL CORP-CL A | 4.7% |
 |
EATON CORP PLC | 3.8% |
 |
SIEMENS AG-REG | 3.7% |
|
ALPHABET INC. CLASS C | 3.5% |
 |
VOLVO AB-A SHS | 3.5% |
|
TE CONNECTIVITY | 3.4% |
|
SENSATA TECHNOLOGIES HOLDING PLC | 2.8% |
MOTO Underweight Relative to DRIV
|
MICROSOFT CORP | -4.7% |
 |
TOYOTA MOTOR CORP | -3.0% |
|
QUALCOMM INC | -2.8% |
|
ALPHABET INC. CLASS A | -2.7% |
|
INTEL CORP | -2.3% |
|
GENERAL MOTORS CO | -2.2% |
|
WABTEC CORP | -1.8% |
 |
RIO TINTO PLC | -1.8% |
|
LG ENERGY SOLUTION LTD. | -1.7% |
|
BLOOM ENERGY CORPORATION CLASS A | -1.6% |