IDRV vs KARS: which is really different?

IDRV and KARS hold 28% of their weight in the same names. iShares Self-Driving EV and Tech ETF and KraneShares Electric Vehicles and Future Mobility Index ETF.

8.1%
IDRV in the S&P 500
6.5%
KARS in the S&P 500
−8.9%
IDRV total return, 1 year
−8.5%
KARS total return, 1 year
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

KARS · 1 year to Sep 30, 202694% of its weight is outside the S&P 500
94% of its weight is outside the S&P 5007% of KARS's weight is in S&P 500 companies and 94% is outside the index7%94%inof its weight outside the S&P 500active share 98% · top ten 40% of the fund · 86 holdings filed Sep 30, 2026 · Nasdaq-100: 4% in94% of its weight is outside the S&P 5007% of KARS's weight is in S&P 500 companies and 94% is outside the index7%94%7% of its weight in S&P 500 companiesof its weight outside the S&P 500active share 98% · top ten 40% of the fund

7% of KARS's weight is in S&P 500 companies and 94% 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, IDRV and KARS hold 28% 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

28% in common

Positions both hold, largest shared weight first
Holding IDRV KARS
TESLA INC 4.58% 4.35%
RIVIAN AUTOMOTIVE INC CLASS A 4.64% 2.59%
AURORA INNOVATION CLASS A 2.90% 2.44%
PLS GROUP LTD 3.28% 2.22%
ALBEMARLE CORP 3.51% 2.15%
LUCID GROUP 0.33% 0.18%
Only in IDRV
SAMSUNG SDI LTD 5.18%
LG ENERGY SOLUTION LTD 4.91%
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%
AUTOLIV 3.52%
Only in KARS
Panasonic Holdings Corporation 4.95%
SAMSUNG SDI CO LTD 4.91%
STMICROELECTRONICS NV 4.83%
BYD CO LTD -A 4.22%
XIAOMI CORP-CLASS B 4.21%
BAYERISCHE MOTOREN WERKE AG 4.07%
CONTEMPORARY AMPEREX TECHN-A 3.49%
CMOC GROUP LTD-A 2.55%

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

28% 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
WindowIDRVKARSIDRVKARSIDRVKARS
3 months−13.1%−12.4%−15.6 pts−14.9 pts−15.2 pts−14.5 pts
6 months−14.8%−13.8%−31.8 pts−30.8 pts−41.7 pts−40.7 pts
1 year−8.9%−8.5%−24.6 pts−24.3 pts−32.7 pts−32.3 pts
3 years−6.0%+2.6%−91.0 pts−82.3 pts−116.0 pts−107.3 pts
Since launch
IDRV Apr 2019 · KARS Jan 2018
+44.5%+25.2%−149.1 pts−185.6 pts−269.2 pts−345.6 pts

IDRV 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

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
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 iShares KraneShares
Theme Electric vehicles and batteries Electric vehicles and batteries
In the S&P 500 8.1% 6.5%
Active share vs the S&P 500 98.1% 98.1%
In the Nasdaq-100 4.6% 4.4%
Holdings 77 86
Top ten, share of the fund 43.2% 40.2%
Expense ratio 0.48% 0.69%
Fee for the differing part 0.49% 0.70%
Total return, 1 year −8.9% −8.5%
vs the S&P 500 −24.6 pts −24.3 pts
vs the Nasdaq-100 −32.7 pts −32.3 pts
Below its high −35.7% −44.6%
Net assets $260m $73m

IDRV and KARS on the same fields, as of Sep 30, 2026. Source: ETFIQ.

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.

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 IDRV and KARS hold the same stocks?
By their latest filings, 28% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, IDRV or KARS?
IDRV has 8% of its weight in S&P 500 names and KARS has 6%, so IDRV differs more from the index.
Which is cheaper, IDRV or KARS?
IDRV charges 0.48% a year and KARS charges 0.69%, so IDRV is cheaper. Fees come from each fund's prospectus.
Cite this page

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