DRIV vs IDRV: which is really different?

DRIV and IDRV hold 19% of their weight in the same names, and DRIV returned +17.9% over the year. Global X Autonomous & Electric Vehicles ETF and iShares Self-Driving EV and Tech ETF.

29.7%
DRIV in the S&P 500
8.1%
IDRV in the S&P 500
+17.9%
DRIV total return, 1 year
−8.9%
IDRV total return, 1 year
DRIV · 1 year to Sep 30, 202670% of its weight is outside the S&P 500
70% of its weight is outside the S&P 50030% of DRIV's weight is in S&P 500 companies and 70% is outside the index30%70%in the S&P 500of its weight outside the S&P 500active share 86% · top ten 28% of the fund · 90 holdings filed Sep 30, 2026 · Nasdaq-100: 20% in70% of its weight is outside the S&P 50030% of DRIV's weight is in S&P 500 companies and 70% is outside the index30%70%inoutside the S&P 500active share 86% · top ten 28% of the fund

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

IDRV · 1 year to Sep 30, 202692% of its weight is outside the S&P 500
92% of its weight is outside the S&P 5008% of IDRV's weight is in S&P 500 companies and 92% is outside the index8%92%inof its weight outside the S&P 500active share 98% · top ten 43% of the fund · 77 holdings filed Sep 29, 2026 · Nasdaq-100: 5% in92% of its weight is outside the S&P 5008% of IDRV's weight is in S&P 500 companies and 92% is outside the index8%92%8% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 98% · top ten 43% of the fund

8% of IDRV's weight is in S&P 500 companies and 92% is outside the index

ETFIQ Off-Index Score · IDRV scores higherHow much of it is not the index it is sold as an alternative to?
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 IDRV hold 19% 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 29, 2026 and Sep 30, 2026.

half

19% in common

Positions both hold, largest shared weight first
Holding DRIV IDRV
TESLA INC 2.84% 4.58%
RENAULT SA 1.13% 3.40%
ALBEMARLE CORP 1.06% 3.51%
PLS GROUP LTD 1.00% 3.28%
VISTEON CORP 0.94% 0.95%
QUANTUMSCAPE CORP 0.84% 1.39%
LIONTOWN LTD 0.74% 0.86%
AMPRIUS TECHNOLOGIES INC 0.98% 0.73%
FORVIA 1.06% 0.65%
LUCID GROUP INC 0.78% 0.33%
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 IDRV
SAMSUNG SDI LTD 5.18%
LG ENERGY SOLUTION LTD 4.91%
RIVIAN AUTOMOTIVE INC CLASS A 4.64%
BYD H 4.28%
LG CHEM LTD 4.13%
VOLKSWAGEN NON-VOTING PREF AG 4.03%
LI AUTO CLASS A 3.98%
ABB LTD 3.93%

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

19% of the two portfolios are the same securities at the same weight.

Performance, window by window

Total returnvs the S&P 500vs the Nasdaq-100
WindowDRIVIDRVDRIVIDRVDRIVIDRV
3 months−12.4%−13.1%−14.9 pts−15.6 pts−14.5 pts−15.2 pts
6 months+7.4%−14.8%−9.6 pts−31.8 pts−19.5 pts−41.7 pts
1 year+17.9%−8.9%+2.2 pts−24.6 pts−5.9 pts−32.7 pts
3 years+47.3%−6.0%−37.7 pts−91.0 pts−62.7 pts−116.0 pts
Since launch
DRIV Apr 2018 · IDRV Apr 2019
+142.1%+44.5%−79.2 pts−149.1 pts−228.7 pts−269.2 pts

DRIV and IDRV 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
IDRV
iShares Self-Driving EV and Tech ETF · Holds 77 stocks in electric vehicles and batteries, 8% of its weight in S&P 500 companies
Issuer Global X iShares
Theme Electric vehicles and batteries Electric vehicles and batteries
In the S&P 500 29.7% 8.1%
Active share vs the S&P 500 85.9% 98.1%
In the Nasdaq-100 19.7% 4.6%
Holdings 90 77
Top ten, share of the fund 27.7% 43.2%
Expense ratio 0.68% 0.48%
Fee for the differing part 0.79% 0.49%
Total return, 1 year +17.9% −8.9%
vs the S&P 500 +2.2 pts −24.6 pts
vs the Nasdaq-100 −5.9 pts −32.7 pts
Below its high −22.0% −35.7%
Net assets $361m $260m

DRIV and IDRV 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.

IDRV in plain words

By weight, 8% of IDRV's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 98%. The top ten holdings are 43% of the fund across 77 positions, as published by its issuer for Sep 29, 2026. Over the year to Sep 30, 2026 the fund returned −8.9% with distributions reinvested against +15.7% for the S&P 500, so a holder was behind by 24.6 pts. It sits 35.7% below its all-time high of Nov 22, 2021.

Questions people ask

Do DRIV and IDRV hold the same stocks?
By their latest filings, 19% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, DRIV or IDRV?
DRIV has 30% of its weight in S&P 500 names and IDRV has 8%, so IDRV differs more from the index.
Which is cheaper, DRIV or IDRV?
DRIV charges 0.68% a year and IDRV charges 0.48%, so IDRV is cheaper. Fees come from each fund's prospectus.
Cite this page

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

Open data

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