Do DRIV and WATS hold the same stocks?

By their latest filings, 9% 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 WATS?

DRIV has 30% of its weight in S&P 500 names and WATS has 29%, so WATS differs more from the index.

Which is cheaper, DRIV or WATS?

DRIV charges 0.68% a year and WATS charges 0.35%, so WATS is cheaper. Fees come from each fund's prospectus.

Share on X Download as PDF Open live

DRIV vs WATS: which is really different?

DRIV and WATS hold 9% of their weight in the same names. Global X Autonomous & Electric Vehicles ETF and Corgi Battery Energy Storage Systems ETF.

29.7%

DRIV in the S&P 500

28.9%

WATS in the S&P 500

+17.9%

DRIV total return, 1 year

−24.9%

WATS total return, since launch

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

WATS · 3 months to Sep 30, 202671% of its weight is outside the S&P 500

29% of WATS's weight is in S&P 500 companies and 71% is outside the index

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

DRIV 19.7

WATS 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 WATS hold 9% 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

9% in common

Positions both hold, largest shared weight first

Holding DRIV WATS

TESLA INC 2.84% 17.02%

BLOOM ENERGY CORP- A 1.92% 12.36%

QUIMICA Y MINERA CHIL-SP ADR 1.10% 4.01%

ENERSYS 1.08% 5.76%

ALBEMARLE CORP 1.06% 3.43%

AMPRIUS TECHNOLOGIES INC 0.98% 2.85%

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%

RIO TINTO PLC 1.80%

SKYWORKS SOLUTIONS INC 1.79%

Only in WATS

Enphase Energy Inc 6.12%

Energy Vault Holdings Inc 4.58%

AES Corp/The 4.33%

Generac Holdings Inc 4.09%

Sunrun Inc 3.50%

Solid Power Inc 3.34%

SolarEdge Technologies Inc 3.33%

American Battery Technology Co 2.98%

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

9% 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	WATS	DRIV	WATS	DRIV	WATS
3 months	−12.4%	−23.4%	−14.9 pts	−26.0 pts	−14.5 pts	−25.6 pts
6 months	+7.4%	not published	−9.6 pts	not published	−19.5 pts	not published
1 year	+17.9%	not published	+2.2 pts	not published	−5.9 pts	not published
3 years	+47.3%	not published	−37.7 pts	not published	−62.7 pts	not published
Since launch DRIV Apr 2018 · WATS May 2026	+142.1%	−24.9%	−79.2 pts	−29.3 pts	−228.7 pts	−31.4 pts

DRIV and WATS 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

WATS

Corgi Battery Energy Storage Systems ETF · Holds 24 stocks in electric vehicles and batteries, 29% of its weight in S&P 500 companies

Issuer Global X Corgi

Theme Electric vehicles and batteries Electric vehicles and batteries

In the S&P 500 29.7% 28.9%

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

In the Nasdaq-100 19.7% 17.0%

Holdings 90 24

Top ten, share of the fund 27.7% 65.2%

Expense ratio 0.68% 0.35%

Fee for the differing part 0.79% 0.36%

Total return, 1 year +17.9% −24.9% (since launch on May 6, 2026)

vs the S&P 500 +2.2 pts −29.3 pts

vs the Nasdaq-100 −5.9 pts −31.4 pts

Below its high −22.0% −38.3%

Net assets $361m $496,218

DRIV and WATS 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.

WATS in plain words

By weight, 29% of WATS'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 65% of the fund across 24 positions, as published by its issuer for Sep 30, 2026. Since it launched on May 6, 2026 the fund returned −24.9% with distributions reinvested against +4.5% for the S&P 500, so a holder was behind by 29.3 pts. It sits 38.3% below its all-time high of Jun 2, 2026.

Questions people ask

Do DRIV and WATS hold the same stocks?: By their latest filings, 9% 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 WATS?: DRIV has 30% of its weight in S&P 500 names and WATS has 29%, so WATS differs more from the index.
Which is cheaper, DRIV or WATS?: DRIV charges 0.68% a year and WATS charges 0.35%, so WATS is cheaper. Fees come from each fund's prospectus.

Other comparisons

DRIV vs LITP DRIV vs EVMT DRIV vs FDRV DRIV vs HAIL WATS vs EVMT WATS vs FDRV WATS vs IDRV WATS vs ILIT

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

Open data

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