DRIV vs ILIT: which is really different?

DRIV and ILIT hold 6% of their weight in the same names, and DRIV returned +17.9% over the year. Global X Autonomous & Electric Vehicles ETF and iShares Lithium Miners and Producers ETF.

29.7%
DRIV in the S&P 500
7.9%
ILIT in the S&P 500
+17.9%
DRIV total return, 1 year
+7.0%
ILIT 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

ILIT · 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 ILIT's weight is in S&P 500 companies and 92% is outside the index8%92%inof its weight outside the S&P 500active share 100% · top ten 53% of the fund · 62 holdings filed Sep 29, 2026 · Nasdaq-100: 0% in92% of its weight is outside the S&P 5008% of ILIT'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 100% · top ten 53% of the fund

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

ETFIQ Off-Index Score · ILIT 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 ILIT hold 6% 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

6% in common

Positions both hold, largest shared weight first
Holding DRIV ILIT
QUIMICA Y MINERA CHIL-SP ADR 1.10% 8.15%
ALBEMARLE CORP 1.06% 7.88%
PLS GROUP LTD 1.00% 6.91%
LITHIUM ARGENTINA AG 0.88% 3.69%
LIONTOWN LTD 0.74% 7.07%
Only in DRIV
MICROSOFT CORP 4.09%
INTEL CORP 3.69%
NVIDIA CORP 3.38%
ALPHABET INC-CL A 2.93%
TESLA INC 2.84%
QUALCOMM INC 2.75%
TOYOTA MOTOR CORP 2.52%
BLOOM ENERGY CORP- A 1.92%
Only in ILIT
LITHIUM AMERICAS 4.73%
COSMOAM&T LTD 3.93%
ELEVRA LITHIUM LTD 3.74%
CORE LITHIUM LTD 3.59%
GANFENG LITHIUM GROUP LTD A 3.11%
SIGMA LITHIUM 3.11%
PMET RESOURCES INC 2.92%
CRITICAL METALS CORP 2.83%

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

6% 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
WindowDRIVILITDRIVILITDRIVILIT
3 months−12.4%−27.4%−14.9 pts−29.9 pts−14.5 pts−29.5 pts
6 months+7.4%−26.2%−9.6 pts−43.2 pts−19.5 pts−53.1 pts
1 year+17.9%+7.0%+2.2 pts−8.7 pts−5.9 pts−16.7 pts
3 years+47.3%−24.5%−37.7 pts−109.5 pts−62.7 pts−134.5 pts
Since launch
DRIV Apr 2018 · ILIT Jun 2023
+142.1%−42.3%−79.2 pts−125.5 pts−228.7 pts−150.1 pts

DRIV and ILIT 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
ILIT
iShares Lithium Miners and Producers ETF · Holds 62 stocks in lithium and battery metals, 8% of its weight in S&P 500 companies
Issuer Global X iShares
Theme Electric vehicles and batteries Lithium and battery metals
In the S&P 500 29.7% 7.9%
Active share vs the S&P 500 85.9% 100.0%
In the Nasdaq-100 19.7% 0.0%
Holdings 90 62
Top ten, share of the fund 27.7% 52.8%
Expense ratio 0.68% 0.47%
Fee for the differing part 0.79% 0.47%
Total return, 1 year +17.9% +7.0%
vs the S&P 500 +2.2 pts −8.7 pts
vs the Nasdaq-100 −5.9 pts −16.7 pts
Below its high −22.0% −46.7%
Net assets $361m $13m

DRIV and ILIT 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.

ILIT in plain words

By weight, 8% of ILIT's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 100%. The top ten holdings are 53% of the fund across 62 positions, as published by its issuer for Sep 29, 2026. Over the year to Sep 30, 2026 the fund returned +7.0% with distributions reinvested against +15.7% for the S&P 500, so a holder was behind by 8.7 pts. It sits 46.7% below its all-time high of Jul 13, 2023.

Questions people ask

Do DRIV and ILIT hold the same stocks?
By their latest filings, 6% 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 ILIT?
DRIV has 30% of its weight in S&P 500 names and ILIT has 8%, so ILIT differs more from the index.
Which is cheaper, DRIV or ILIT?
DRIV charges 0.68% a year and ILIT charges 0.47%, so ILIT is cheaper. Fees come from each fund's prospectus.
Cite this page

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

Open data

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