Do DRIV and FDRV hold the same stocks?

By their latest filings, 20% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.

Which is more different from the S&P 500, DRIV or FDRV?

DRIV has 30% of its weight in S&P 500 names and FDRV has 21%, so FDRV differs more from the index.

Which is cheaper, DRIV or FDRV?

DRIV charges 0.68% a year and FDRV charges 0.39%, so FDRV is cheaper. Fees come from each fund's prospectus.

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DRIV vs FDRV: which is really different?

DRIV and FDRV hold 20% of their weight in the same names, and DRIV returned +17.9% over the year. Global X Autonomous & Electric Vehicles ETF and Fidelity Electric Vehicles and Future Transportation ETF.

29.7%

DRIV in the S&P 500

21.3%

FDRV in the S&P 500

+17.9%

DRIV total return, 1 year

−8.2%

FDRV total return, 1 year

DRIV · 1 year to Sep 30, 202670% of its weight is outside the S&P 500

30% of DRIV's weight is in S&P 500 companies and 70% is outside the index

FDRV · 1 year to Sep 30, 202679% of its weight is outside the S&P 500

21% of FDRV's weight is in S&P 500 companies and 79% is outside the index

ETFIQ Off-Index Score · FDRV scores higherHow much of it is not the index it is sold as an alternative to?

DRIV 19.7

FDRV 42.8

0.1, the lowest in this set92.0, the highest

A percentile among the 375 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it → How it is computed →

What they hold in common

By the books each fund has filed, DRIV and FDRV hold 20% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Sep 30, 2026.

50%

half

20% in common

Positions both hold, largest shared weight first

Holding DRIV FDRV

TESLA INC 2.84% 4.95%

INFINEON TECHNOLOGIES AG 1.71% 4.65%

NXP SEMICONDUCTORS NV 1.45% 4.30%

SITIME CORP 1.33% 1.47%

SKYWORKS SOLUTIONS INC 1.79% 1.15%

LG ENERGY SOLUTION 1.43% 1.15%

SAMSUNG SDI CO LTD 1.59% 1.13%

GENTHERM INC 1.03% 1.18%

VISTEON CORP 0.94% 1.67%

AEVA TECHNOLOGIES INC 0.86% 1.25%

ALLEGRO MICROSYSTEMS INC 0.86% 3.61%

LUCID GROUP INC 0.78% 1.45%

Only in DRIV

MICROSOFT CORP 4.09%

INTEL CORP 3.69%

NVIDIA CORP 3.38%

ALPHABET INC-CL A 2.93%

QUALCOMM INC 2.75%

TOYOTA MOTOR CORP 2.52%

BLOOM ENERGY CORP- A 1.92%

RIO TINTO PLC 1.80%

Only in FDRV

UBER TECHNOLOGIES INC 4.92%

CONTEMPORARY AMPEREX TECHNOLOGY CO LTD 4.78%

BYD CO LTD 3.88%

RIVIAN AUTOMOTIVE INC 3.83%

APTIV PLC 3.44%

AURORA INNOVATION INC 3.10%

NIO INC 2.92%

AUTOLIV INC 2.83%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed.

20% of the two portfolios are the same securities at the same weight.

Performance, window by window

	Total return		vs the S&P 500		vs the Nasdaq-100
Window	DRIV	FDRV	DRIV	FDRV	DRIV	FDRV
3 months	−12.4%	−16.6%	−14.9 pts	−19.1 pts	−14.5 pts	−18.7 pts
6 months	+7.4%	−2.9%	−9.6 pts	−19.9 pts	−19.5 pts	−29.8 pts
1 year	+17.9%	−8.2%	+2.2 pts	−23.9 pts	−5.9 pts	−31.9 pts
3 years	+47.3%	−4.0%	−37.7 pts	−89.0 pts	−62.7 pts	−114.0 pts
Since launch DRIV Apr 2018 · FDRV Oct 2021	+142.1%	−35.6%	−79.2 pts	−121.5 pts	−228.7 pts	−145.5 pts

DRIV and FDRV over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ. Open the live comparison on ETFIQ →

On the same fields

DRIV

Global X Autonomous & Electric Vehicles ETF · Holds 90 stocks in electric vehicles and batteries, 30% of its weight in S&P 500 companies

FDRV

Fidelity Electric Vehicles and Future Transportation ETF · Holds 50 stocks in electric vehicles and batteries, 21% of its weight in S&P 500 companies

Issuer Global X Fidelity

Theme Electric vehicles and batteries Electric vehicles and batteries

In the S&P 500 29.7% 21.3%

Active share vs the S&P 500 85.9% 97.4%

In the Nasdaq-100 19.7% 9.7%

Holdings 90 50

Top ten, share of the fund 27.7% 41.5%

Expense ratio 0.68% 0.39%

Fee for the differing part 0.79% 0.40%

Total return, 1 year +17.9% −8.2%

vs the S&P 500 +2.2 pts −23.9 pts

vs the Nasdaq-100 −5.9 pts −31.9 pts

Below its high −22.0% −45.3%

Net assets $361m $25m

DRIV and FDRV on the same fields, as of Sep 30, 2026. Source: ETFIQ.

DRIV in plain words

By weight, 30% of DRIV's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 86%. The top ten holdings are 28% of the fund across 90 positions, as published by its issuer for Sep 30, 2026. Over the year to Sep 30, 2026 the fund returned +17.9% with distributions reinvested against +15.7% for the S&P 500, so a holder was ahead by 2.2 pts. It sits 22.0% below its all-time high of Jun 2, 2026.

FDRV in plain words

By weight, 21% of FDRV's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 97%. The top ten holdings are 42% of the fund across 50 positions, as filed for Jun 30, 2026. Over the year to Sep 30, 2026 the fund returned −8.2% with distributions reinvested against +15.7% for the S&P 500, so a holder was behind by 23.9 pts. It sits 45.3% below its all-time high of Nov 8, 2021.

Questions people ask

Do DRIV and FDRV hold the same stocks?: By their latest filings, 20% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, DRIV or FDRV?: DRIV has 30% of its weight in S&P 500 names and FDRV has 21%, so FDRV differs more from the index.
Which is cheaper, DRIV or FDRV?: DRIV charges 0.68% a year and FDRV charges 0.39%, so FDRV is cheaper. Fees come from each fund's prospectus.

Other comparisons

DRIV vs EVMT DRIV vs LITP DRIV vs WATS DRIV vs HAIL FDRV vs HAIL FDRV vs IDRV FDRV vs ILIT FDRV vs ION

DRIV on its own →FDRV on its own →How every figure is computed →Standards and sources →

Where these figures came from

DRIV filings on SEC EDGAR ↗DRIV prospectus with the expense ratio (SEC) ↗Global X page for DRIV ↗FDRV filings on SEC EDGAR ↗FDRV prospectus with the expense ratio (SEC) ↗Fidelity website ↗

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement. A comparison is not a recommendation.

Cite this page

ETFIQ, DRIV against FDRV, data as of Sep 30, 2026. https://etfiq.com/compare/themes/driv-vs-fdrv

Open data

Free to use with attribution. Every figure is calculated from a named public source; the method is at etfiq.com/methodology.