Do DRIV and KARS hold the same stocks?

By their latest filings, 17% 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 KARS?

DRIV has 30% of its weight in S&P 500 names and KARS has 6%, so KARS differs more from the index.

Which is cheaper, DRIV or KARS?

DRIV charges 0.68% a year and KARS charges 0.69%, so DRIV is cheaper. Fees come from each fund's prospectus.

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DRIV vs KARS: which is really different?

DRIV and KARS hold 17% of their weight in the same names, and DRIV returned +17.9% over the year. Global X Autonomous & Electric Vehicles ETF and KraneShares Electric Vehicles and Future Mobility Index ETF.

29.7%

DRIV in the S&P 500

6.5%

KARS in the S&P 500

+17.9%

DRIV total return, 1 year

−8.5%

KARS 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

KARS · 1 year to Sep 30, 202694% of its weight is outside the S&P 500

7% of KARS's weight is in S&P 500 companies and 94% is outside the index

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

DRIV 19.7

KARS 51.3

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 KARS hold 17% 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

17% in common

Positions both hold, largest shared weight first

Holding DRIV KARS

TESLA INC 2.84% 4.35%

SAMSUNG SDI CO LTD 1.59% 4.91%

LG ENERGY SOLUTION 1.43% 2.45%

STMICROELECTRONICS NV 1.17% 4.83%

LI AUTO INC-CLASS A 1.10% 1.91%

ALBEMARLE CORP 1.06% 2.15%

PLS GROUP LTD 1.00% 2.22%

GEELY AUTOMOBILE HOLDINGS LT 0.99% 2.25%

IGO LTD 1.06% 0.98%

AMBARELLA INC 1.17% 0.82%

PLUG POWER INC 1.02% 0.74%

MOBILEYE GLOBAL INC-A 0.89% 0.36%

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 KARS

Panasonic Holdings Corporation 4.95%

BYD CO LTD -A 4.22%

XIAOMI CORP-CLASS B 4.21%

BAYERISCHE MOTOREN WERKE AG 4.07%

CONTEMPORARY AMPEREX TECHN-A 3.49%

RIVIAN AUTOMOTIVE INC-A 2.59%

CMOC GROUP LTD-A 2.55%

AURORA INNOVATION INC 2.44%

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

17% 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	KARS	DRIV	KARS	DRIV	KARS
3 months	−12.4%	−12.4%	−14.9 pts	−14.9 pts	−14.5 pts	−14.5 pts
6 months	+7.4%	−13.8%	−9.6 pts	−30.8 pts	−19.5 pts	−40.7 pts
1 year	+17.9%	−8.5%	+2.2 pts	−24.3 pts	−5.9 pts	−32.3 pts
3 years	+47.3%	+2.6%	−37.7 pts	−82.3 pts	−62.7 pts	−107.3 pts
Since launch DRIV Apr 2018 · KARS Jan 2018	+142.1%	+25.2%	−79.2 pts	−185.6 pts	−228.7 pts	−345.6 pts

DRIV and KARS 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

KARS

KraneShares Electric Vehicles and Future Mobility Index ETF · Holds 86 stocks in electric vehicles and batteries, 6% of its weight in S&P 500 companies

Issuer Global X KraneShares

Theme Electric vehicles and batteries Electric vehicles and batteries

In the S&P 500 29.7% 6.5%

Active share vs the S&P 500 85.9% 98.1%

In the Nasdaq-100 19.7% 4.4%

Holdings 90 86

Top ten, share of the fund 27.7% 40.2%

Expense ratio 0.68% 0.69%

Fee for the differing part 0.79% 0.70%

Total return, 1 year +17.9% −8.5%

vs the S&P 500 +2.2 pts −24.3 pts

vs the Nasdaq-100 −5.9 pts −32.3 pts

Below its high −22.0% −44.6%

Net assets $361m $73m

DRIV and KARS 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.

KARS in plain words

By weight, 6% of KARS'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 40% of the fund across 86 positions, as published by its issuer for Sep 30, 2026. Over the year to Sep 30, 2026 the fund returned −8.5% with distributions reinvested against +15.7% for the S&P 500, so a holder was behind by 24.2 pts. It sits 44.6% below its all-time high of Nov 8, 2021.

Questions people ask

Do DRIV and KARS hold the same stocks?: By their latest filings, 17% 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 KARS?: DRIV has 30% of its weight in S&P 500 names and KARS has 6%, so KARS differs more from the index.
Which is cheaper, DRIV or KARS?: DRIV charges 0.68% a year and KARS charges 0.69%, so DRIV is cheaper. Fees come from each fund's prospectus.

Other comparisons

DRIV vs ILIT DRIV vs ION DRIV vs LIMI DRIV vs LIT KARS vs LIMI KARS vs LIT KARS vs LITP KARS vs WATS

DRIV on its own →KARS 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 ↗KARS filings on SEC EDGAR ↗KARS prospectus with the expense ratio (SEC) ↗KraneShares page for KARS ↗

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 KARS, data as of Sep 30, 2026. https://etfiq.com/compare/themes/driv-vs-kars

Open data

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