Do DRIV and LIT hold the same stocks?

By their latest filings, 14% 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 LIT?

DRIV has 30% of its weight in S&P 500 names and LIT has 9%, so LIT differs more from the index.

Which is cheaper, DRIV or LIT?

DRIV charges 0.68% a year and LIT charges 0.75%, so DRIV is cheaper. Fees come from each fund's prospectus.

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DRIV vs LIT: which is really different?

DRIV and LIT hold 14% of their weight in the same names, and LIT returned +21.2% over the year. Global X Autonomous & Electric Vehicles ETF and Global X Lithium & Battery Tech ETF.

29.7%

DRIV in the S&P 500

8.6%

LIT in the S&P 500

+17.9%

DRIV total return, 1 year

+21.2%

LIT 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

LIT · 1 year to Sep 30, 202691% of its weight is outside the S&P 500

9% of LIT's weight is in S&P 500 companies and 91% is outside the index

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

DRIV 19.7

LIT 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 LIT hold 14% 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

14% in common

Positions both hold, largest shared weight first

Holding DRIV LIT

TESLA INC 2.84% 4.39%

SAMSUNG SDI CO LTD 1.59% 5.65%

LG ENERGY SOLUTION 1.43% 4.17%

BYD CO LTD-H 1.27% 3.21%

QUIMICA Y MINERA CHIL-SP ADR 1.10% 3.09%

ENERSYS 1.08% 2.24%

ALBEMARLE CORP 1.06% 4.17%

IGO LTD 1.06% 1.02%

PLS GROUP LTD 1.00% 2.64%

LIONTOWN LTD 0.74% 0.44%

LITHIUM AMERICAS CORP 0.97% 0.28%

LITHIUM ARGENTINA AG 0.88% 0.25%

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 LIT

RIO TINTO PLC-SPON ADR 22.75%

PANASONIC HOLDINGS CORPORATION 7.32%

NAURA TECHNOLOGY GROUP CO-A 6.37%

TDK CORP 5.73%

EVE ENERGY CO LTD-A 3.33%

CONTEMPORARY AMPEREX TECHN-A 3.14%

GANFENG LITHIUM GROUP CO L-A 2.31%

MINERAL RESOURCES LTD 2.07%

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

14% 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	LIT	DRIV	LIT	DRIV	LIT
3 months	−12.4%	−12.3%	−14.9 pts	−14.8 pts	−14.5 pts	−14.4 pts
6 months	+7.4%	−7.7%	−9.6 pts	−24.7 pts	−19.5 pts	−34.6 pts
1 year	+17.9%	+21.2%	+2.2 pts	+5.5 pts	−5.9 pts	−2.6 pts
3 years	+47.3%	+27.4%	−37.7 pts	−57.6 pts	−62.7 pts	−82.6 pts
Since launch DRIV Apr 2018 · LIT Jul 2010	+142.1%	+159.4%	−79.2 pts	−661.0 pts	−228.7 pts	−1587.0 pts

DRIV and LIT 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

LIT

Global X Lithium & Battery Tech ETF · Holds 48 stocks in lithium and battery metals, 9% of its weight in S&P 500 companies

Issuer Global X Global X

Theme Electric vehicles and batteries Lithium and battery metals

In the S&P 500 29.7% 8.6%

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

In the Nasdaq-100 19.7% 4.4%

Holdings 90 48

Top ten, share of the fund 27.7% 67.1%

Expense ratio 0.68% 0.75%

Fee for the differing part 0.79% 0.76%

Total return, 1 year +17.9% +21.2%

vs the S&P 500 +2.2 pts +5.5 pts

vs the Nasdaq-100 −5.9 pts −2.6 pts

Below its high −22.0% −26.0%

Net assets $361m $1.4bn

DRIV and LIT 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.

LIT in plain words

By weight, 9% of LIT'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 67% of the fund across 48 positions, as published by its issuer for Sep 30, 2026. Over the year to Sep 30, 2026 the fund returned +21.2% with distributions reinvested against +15.7% for the S&P 500, so a holder was ahead by 5.5 pts. It sits 26.0% below its all-time high of Nov 8, 2021.

Questions people ask

Do DRIV and LIT hold the same stocks?: By their latest filings, 14% 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 LIT?: DRIV has 30% of its weight in S&P 500 names and LIT has 9%, so LIT differs more from the index.
Which is cheaper, DRIV or LIT?: DRIV charges 0.68% a year and LIT charges 0.75%, so DRIV is cheaper. Fees come from each fund's prospectus.

Other comparisons

DRIV vs LIMI DRIV vs LITP DRIV vs WATS DRIV vs BATT LIT vs LITP LIT vs WATS LIT vs EVMT LIT vs FDRV

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

Where these figures came from

DRIV and LIT filings on SEC EDGAR ↗DRIV prospectus with the expense ratio (SEC) ↗Global X page for DRIV ↗LIT prospectus with the expense ratio (SEC) ↗Global X page for LIT ↗

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

Open data

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