Do IDRV and LIT hold the same stocks?

By their latest filings, 24% 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 LIT?

IDRV has 8% of its weight in S&P 500 names and LIT has 9%, so IDRV differs more from the index.

Which is cheaper, IDRV or LIT?

IDRV charges 0.48% a year and LIT charges 0.75%, so IDRV is cheaper. Fees come from each fund's prospectus.

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IDRV vs LIT: which is really different?

IDRV and LIT hold 24% of their weight in the same names, and LIT returned +21.2% over the year. iShares Self-Driving EV and Tech ETF and Global X Lithium & Battery Tech ETF.

8.1%

IDRV in the S&P 500

8.6%

LIT in the S&P 500

−8.9%

IDRV total return, 1 year

+21.2%

LIT total return, 1 year

IDRV · 1 year to Sep 30, 202692% of its weight is outside the S&P 500

8% of IDRV's weight is in S&P 500 companies and 92% 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 · IDRV scores higherHow much of it is not the index it is sold as an alternative to?

IDRV 51.3

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, IDRV and LIT hold 24% 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.

50%

half

24% in common

Positions both hold, largest shared weight first

Holding IDRV LIT

TESLA INC 4.58% 4.39%

ALBEMARLE CORP 3.51% 4.17%

PLS GROUP LTD 3.28% 2.64%

LIONTOWN LTD 0.86% 0.44%

LUCID GROUP 0.33% 0.25%

ELEVRA LITHIUM LTD 0.44% 0.20%

Only in IDRV

SAMSUNG SDI LTD 5.18%

LG ENERGY SOLUTION LTD 4.91%

RIVIAN AUTOMOTIVE INC CLASS A 4.64%

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%

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%

SAMSUNG SDI CO LTD 5.65%

LG ENERGY SOLUTION 4.17%

EVE ENERGY CO LTD-A 3.33%

BYD CO LTD-H 3.21%

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

24% 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	IDRV	LIT	IDRV	LIT	IDRV	LIT
3 months	−13.1%	−12.3%	−15.6 pts	−14.8 pts	−15.2 pts	−14.4 pts
6 months	−14.8%	−7.7%	−31.8 pts	−24.7 pts	−41.7 pts	−34.6 pts
1 year	−8.9%	+21.2%	−24.6 pts	+5.5 pts	−32.7 pts	−2.6 pts
3 years	−6.0%	+27.4%	−91.0 pts	−57.6 pts	−116.0 pts	−82.6 pts
Since launch IDRV Apr 2019 · LIT Jul 2010	+44.5%	+159.4%	−149.1 pts	−661.0 pts	−269.2 pts	−1587.0 pts

IDRV 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

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

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 iShares Global X

Theme Electric vehicles and batteries Lithium and battery metals

In the S&P 500 8.1% 8.6%

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

In the Nasdaq-100 4.6% 4.4%

Holdings 77 48

Top ten, share of the fund 43.2% 67.1%

Expense ratio 0.48% 0.75%

Fee for the differing part 0.49% 0.76%

Total return, 1 year −8.9% +21.2%

vs the S&P 500 −24.6 pts +5.5 pts

vs the Nasdaq-100 −32.7 pts −2.6 pts

Below its high −35.7% −26.0%

Net assets $260m $1.4bn

IDRV and LIT 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.

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 IDRV and LIT hold the same stocks?: By their latest filings, 24% 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 LIT?: IDRV has 8% of its weight in S&P 500 names and LIT has 9%, so IDRV differs more from the index.
Which is cheaper, IDRV or LIT?: IDRV charges 0.48% a year and LIT charges 0.75%, so IDRV is cheaper. Fees come from each fund's prospectus.

Other comparisons

IDRV vs LIMI IDRV vs CABZ IDRV vs DRIV IDRV vs EVMT LIT vs LITP LIT vs WATS LIT vs BATT LIT vs CABZ

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

Where these figures came from

IDRV filings on SEC EDGAR ↗IDRV prospectus with the expense ratio (SEC) ↗iShares page for IDRV ↗LIT filings on SEC EDGAR ↗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, IDRV against LIT, data as of Sep 30, 2026. https://etfiq.com/compare/themes/idrv-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.