Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
MOTO
39
HOLDINGS
33%
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 | 4.0% | 3.3% | 3.3% |
|
TESLA MOTORS INC | 2.9% | 2.7% | 2.7% |
 |
SAMSUNG SDI CO LTD | 2.3% | 1.6% | 1.6% |
 |
INFINEON TECHNOLOGIES AG | 5.5% | 1.6% | 1.6% |
|
SKYWORKS SOLUTIONS INC | 1.4% | 1.5% | 1.4% |
MOTO Overweight Relative to DRIV
 |
TAIWAN SEMICONDUCTOR-SP ADR | 5.5% |
|
QUANTA SERVICES INC | 5.1% |
|
ANALOG DEVICES INC | 4.4% |
|
AMPHENOL CORP-CL A | 4.2% |
|
ALPHABET INC. CLASS C | 4.0% |
|
INFINEON TECHNOLOGIES AG | 3.9% |
 |
EATON CORP PLC | 3.7% |
 |
NEC ELECTRONICS CORP | 3.7% |
|
SIEMENS AG-REG | 3.3% |
|
KIA MOTORS CORPORATION | 3.2% |
MOTO Underweight Relative to DRIV
|
MICROSOFT CORP | -3.8% |
|
INTEL CORP | -2.8% |
|
ALPHABET INC. CLASS A | -2.8% |
|
TOYOTA MOTOR CORP | -2.6% |
|
QUALCOMM INC | -2.4% |
 |
RIO TINTO PLC | -1.9% |
|
GENERAL MOTORS CO | -1.8% |
|
BLOOM ENERGY CORPORATION CLASS A | -1.7% |
 |
NEBIUS GROUP NV | -1.6% |
|
FORD MOTOR CO | -1.6% |