Do DRIV and HAIL hold the same stocks?

By their latest filings, 26% 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 HAIL?

DRIV has 30% of its weight in S&P 500 names and HAIL has 18%, so HAIL differs more from the index.

Which is cheaper, DRIV or HAIL?

DRIV charges 0.68% a year and HAIL charges 0.45%, so HAIL is cheaper. Fees come from each fund's prospectus.

Share on X Download as PDF Open live

DRIV vs HAIL: which is really different?

DRIV and HAIL hold 26% of their weight in the same names, and DRIV returned +17.9% over the year. Global X Autonomous & Electric Vehicles ETF and State Street(R) SPDR(R) S&P Kensho Smart Mobility ETF.

29.7%

DRIV in the S&P 500

18.2%

HAIL in the S&P 500

+17.9%

DRIV total return, 1 year

−2.6%

HAIL 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

HAIL · 1 year to Sep 30, 202682% of its weight is outside the S&P 500

18% of HAIL's weight is in S&P 500 companies and 82% is outside the index

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

DRIV 19.7

HAIL 29.7

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 HAIL hold 26% 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 Sep 30, 2026.

50%

half

26% in common

Positions both hold, largest shared weight first

Holding DRIV HAIL

NVIDIA CORP 3.38% 1.86%

GENERAL MOTORS CO 1.67% 1.58%

QUALCOMM INC 2.75% 1.57%

TESLA INC 2.84% 1.52%

NEBIUS GROUP NV 1.73% 1.18%

AMBARELLA INC 1.17% 1.81%

ON SEMICONDUCTOR 1.19% 1.14%

DAUCH CORPORATION 1.12% 1.41%

PLUG POWER INC 1.02% 1.11%

GENTHERM INC 1.03% 1.01%

FORD MOTOR CO 1.34% 0.90%

MOBILEYE GLOBAL INC-A 0.89% 1.32%

Only in DRIV

MICROSOFT CORP 4.09%

INTEL CORP 3.69%

ALPHABET INC-CL A 2.93%

TOYOTA MOTOR CORP 2.52%

BLOOM ENERGY CORP- A 1.92%

RIO TINTO PLC 1.80%

SKYWORKS SOLUTIONS INC 1.79%

INFINEON TECHNOLOGIES AG 1.71%

Only in HAIL

VIA TRANSPORTATION INC CL A 3.35%

HONDA MOTOR CO LTD SPONS ADR 1.98%

LYFT INC A 1.83%

UNUSUAL MACHINES INC /US 1.75%

RIVIAN AUTOMOTIVE INC A 1.65%

ASPEN AEROGELS INC 1.65%

UBER TECHNOLOGIES INC 1.63%

ALLISON TRANSMISSION HOLDING 1.63%

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

26% 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	HAIL	DRIV	HAIL	DRIV	HAIL
3 months	−12.4%	−14.3%	−14.9 pts	−16.8 pts	−14.5 pts	−16.4 pts
6 months	+7.4%	+3.6%	−9.6 pts	−13.4 pts	−19.5 pts	−23.3 pts
1 year	+17.9%	−2.6%	+2.2 pts	−18.3 pts	−5.9 pts	−26.4 pts
3 years	+47.3%	+17.5%	−37.7 pts	−67.5 pts	−62.7 pts	−92.5 pts
Since launch DRIV Apr 2018 · HAIL Dec 2017	+142.1%	+32.9%	−79.2 pts	−193.2 pts	−228.7 pts	−367.5 pts

DRIV and HAIL 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

HAIL

State Street(R) SPDR(R) S&P Kensho Smart Mobility ETF · Holds 89 stocks in electric vehicles and batteries, 18% of its weight in S&P 500 companies

Issuer Global X State Street

Theme Electric vehicles and batteries Electric vehicles and batteries

In the S&P 500 29.7% 18.2%

Active share vs the S&P 500 85.9% 94.4%

In the Nasdaq-100 19.7% 7.9%

Holdings 90 89

Top ten, share of the fund 27.7% 19.1%

Expense ratio 0.68% 0.45%

Fee for the differing part 0.79% 0.48%

Total return, 1 year +17.9% −2.6%

vs the S&P 500 +2.2 pts −18.3 pts

vs the Nasdaq-100 −5.9 pts −26.4 pts

Below its high −22.0% −45.8%

Net assets $361m $18m

DRIV and HAIL 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.

HAIL in plain words

By weight, 18% of HAIL's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 94%. The top ten holdings are 19% of the fund across 89 positions, as published by its issuer for Sep 30, 2026. Over the year to Sep 30, 2026 the fund returned −2.6% with distributions reinvested against +15.7% for the S&P 500, so a holder was behind by 18.3 pts. It sits 45.8% below its all-time high of Feb 9, 2021.

Questions people ask

Do DRIV and HAIL hold the same stocks?: By their latest filings, 26% 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 HAIL?: DRIV has 30% of its weight in S&P 500 names and HAIL has 18%, so HAIL differs more from the index.
Which is cheaper, DRIV or HAIL?: DRIV charges 0.68% a year and HAIL charges 0.45%, so HAIL is cheaper. Fees come from each fund's prospectus.

Other comparisons

DRIV vs FDRV DRIV vs KARS DRIV vs LIMI DRIV vs LIT HAIL vs IDRV HAIL vs ILIT HAIL vs ION HAIL vs KARS

DRIV on its own →HAIL 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 ↗HAIL filings on SEC EDGAR ↗HAIL prospectus with the expense ratio (SEC) ↗State Street 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 HAIL, data as of Sep 30, 2026. https://etfiq.com/compare/themes/driv-vs-hail

Open data

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