{"url":"https://etfiq.com/themes/ev","section":"themes","title":"Electric vehicle ETFs: 8 funds, largest first | ETFIQ","description":"ETFIQ covers 8 electric vehicle ETFs. The largest are DRIV ($351m), IDRV ($121m) and KARS ($64m); fees run 0.35% to 0.69%, as of Oct 12 to 27, 2026.","as_of":"Oct 27, 2026","structured_data":[{"@type":"FAQPage","mainEntity":[{"@type":"Question","name":"How many electric vehicle ETFs are there?","acceptedAnswer":{"@type":"Answer","text":"ETFIQ covers 8 US listed electric vehicle ETFs as of Oct 27, 2026. That is every one it can measure from the fund\u2019s own published holdings."}},{"@type":"Question","name":"What is the largest electric vehicle ETF?","acceptedAnswer":{"@type":"Answer","text":"DRIV, Global X Autonomous & Electric Vehicles ETF, at $351m in net assets as of Oct 12, 2026, the largest of the 8 electric vehicle ETFs with a published size."}},{"@type":"Question","name":"What is the cheapest electric vehicle ETF?","acceptedAnswer":{"@type":"Answer","text":"WATS, Corgi Battery Energy Storage Systems ETF, at 0.35% a year by its prospectus filed May 14, 2026, the lowest fee of the 8 electric vehicle ETFs that publish one."}},{"@type":"Question","name":"Which electric vehicle ETF has performed best over the past year?","acceptedAnswer":{"@type":"Answer","text":"EVMT, Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF, at +8.3% total return over the year to Oct 27, 2026, the highest of the 6 electric vehicle ETFs with a full year of trading behind them. Past returns do not predict future ones."}},{"@type":"Question","name":"What do electric vehicle ETFs hold?","acceptedAnswer":{"@type":"Answer","text":"Funds that hold electric vehicle makers, battery and lithium producers, and the self driving technology companies. Between them the 8 electric vehicle ETFs ETFIQ can read name 65 companies in their ten largest holdings, by holdings dated May 31, 2026 to Oct 27, 2026, most widely TESLA INC, which is among the ten largest of 5 of them."}},{"@type":"Question","name":"Do electric vehicle ETFs hold the same companies?","acceptedAnswer":{"@type":"Answer","text":"It depends which two. Across the 28 pairs of the 8 electric vehicle ETFs with a full published book, by holdings dated May 31, 2026 to Oct 27, 2026, FDRV and IDRV hold 34% of their weight in the same companies, EVMT and WATS hold 0%, and the middle pair holds 11%. Two funds sold on one theme are not the same fund."}}]},{"@type":"ItemList","name":"Electric vehicle ETFs: 8 funds, largest first","numberOfItems":8,"itemListElement":[{"@type":"ListItem","position":1,"name":"DRIV","url":"https://etfiq.com/funds/driv"},{"@type":"ListItem","position":2,"name":"IDRV","url":"https://etfiq.com/funds/idrv"},{"@type":"ListItem","position":3,"name":"KARS","url":"https://etfiq.com/funds/kars"},{"@type":"ListItem","position":4,"name":"FDRV","url":"https://etfiq.com/funds/fdrv"},{"@type":"ListItem","position":5,"name":"HAIL","url":"https://etfiq.com/funds/hail"},{"@type":"ListItem","position":6,"name":"EVMT","url":"https://etfiq.com/funds/evmt"},{"@type":"ListItem","position":7,"name":"CABZ","url":"https://etfiq.com/funds/cabz"},{"@type":"ListItem","position":8,"name":"WATS","url":"https://etfiq.com/funds/wats"}]},{"@type":"ItemList","name":"The 8 largest electric vehicle ETFs","itemListOrder":"https://schema.org/ItemListOrderDescending","numberOfItems":8,"itemListElement":[{"@type":"ListItem","position":1,"name":"DRIV","url":"https://etfiq.com/funds/driv"},{"@type":"ListItem","position":2,"name":"IDRV","url":"https://etfiq.com/funds/idrv"},{"@type":"ListItem","position":3,"name":"KARS","url":"https://etfiq.com/funds/kars"},{"@type":"ListItem","position":4,"name":"FDRV","url":"https://etfiq.com/funds/fdrv"},{"@type":"ListItem","position":5,"name":"HAIL","url":"https://etfiq.com/funds/hail"},{"@type":"ListItem","position":6,"name":"EVMT","url":"https://etfiq.com/funds/evmt"},{"@type":"ListItem","position":7,"name":"CABZ","url":"https://etfiq.com/funds/cabz"},{"@type":"ListItem","position":8,"name":"WATS","url":"https://etfiq.com/funds/wats"}]},{"@type":"Dataset","name":"Electric vehicle ETFs: what each one holds","description":"ETFIQ covers 8 electric vehicle ETFs. The largest are DRIV ($351m), IDRV ($121m) and KARS ($64m); fees run 0.35% to 0.69%, as of Oct 12 to 27, 2026.","url":"https://etfiq.com/themes/ev","dateModified":"2026-10-27","inLanguage":"en","creator":{"@id":"https://etfiq.com/#org"},"publisher":{"@id":"https://etfiq.com/#org"},"license":"https://etfiq.com/license/","isAccessibleForFree":true,"creativeWorkStatus":"Published","distribution":[{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/thematic.json"}],"variableMeasured":["Weight overlap with the S&P 500","Active share","Holdings","Top ten share of the fund","Total return","Fee for the differing part","Expense ratio"],"keywords":["exchange-traded funds","ETF","Thematic ETFs","fund data","SEC filings"]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Thematic ETFs","item":"https://etfiq.com/themes/"},{"@type":"ListItem","position":3,"name":"Electric vehicle","item":"https://etfiq.com/themes/ev"}]},{"@type":"WebPage","name":"Electric vehicle ETFs: 8 funds, largest first","description":"ETFIQ covers 8 electric vehicle ETFs. The largest are DRIV ($351m), IDRV ($121m) and KARS ($64m); fees run 0.35% to 0.69%, as of Oct 12 to 27, 2026.","url":"https://etfiq.com/themes/ev","dateModified":"2026-10-27","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":9092,"truncated":false,"content":"ETFIQ / Thematic ETFs / Electric vehicle \n \n Data as of Oct 27, 2026 .\n Electric vehicle ETFs: what each one holds\n See every electric vehicle ETF by what it holds, not by its name. Funds that hold electric vehicle makers, battery and lithium producers, and the self driving technology companies. 8 funds, largest first. Updated Oct 27, 2026. The typical fund carries 21% of its weight in S&P 500 stocks, the 36th most of the 53 themes with holdings on file.\n 8 US listed electric vehicle ETFs \n $351m The largest, DRIV \n 0.35% The cheapest, WATS \n +8.3% Best one year, EVMT \n\n The short answers\n Least like the S&P 500 EVMT , Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF, 0.0% of its weight in S&P 500 companies. Closest pair FDRV and IDRV , 34% of their weight in the same companies. What these funds actually own\n Between them the 8 funds' ten largest holdings name 65 companies, of which 3 appear in more than one. TESLA INC is among the ten largest of 5 of them, at an average of 8.7% of the fund.\n Electric vehicles and batteries ETFs, the companies their ten largest holdings name. Source: each fund's latest SEC filing or its issuer\u2019s own daily holdings file, read by ETFIQ. Company Among the ten largest of Average weight where it is Largest, and in which fund \n TESLA INC TSLA 5 of 8 8.7% 20.8% in WATS \n UBER TECHNOLOGIES INC UBER 2 of 8 3.7% 5.7% in CABZ \n NVIDIA CORP NVDA 2 of 8 3.3% 4.7% in CABZ \n POWERSHARES CAYMAN FUND 1 of 8 20.1% 20.1% in EVMT \n Bloom Energy Corp BE 1 of 8 10.4% 10.4% in WATS \n Alphabet Inc GOOGL 1 of 8 6.3% 6.3% in CABZ \n Enphase Energy Inc ENPH 1 of 8 5.9% 5.9% in WATS \n EnerSys ENS 1 of 8 5.8% 5.8% in WATS \n LG ENERGY SOLUTION LTD 1 of 8 5.8% 5.8% in IDRV \n SAMSUNG SDI LTD 1 of 8 5.4% 5.4% in IDRV \n SAMSUNG SDI CO LTD 1 of 8 5.3% 5.3% in KARS \n Baidu Inc BIDU 1 of 8 5.2% 5.2% in CABZ \n INTEL CORPORATION 1 of 8 5.0% 5.0% in DRIV \n TESLA INC 1 of 8 4.9% 4.9% in FDRV \n XIAOMI CORP-CLASS B 1 of 8 4.9% 4.9% in KARS \n \n The 15 most widely held of 65. Each row counts the ten largest holdings of each fund, so a fund missing from a row may still hold that company lower down. Weights are of the funds that name it, not of the theme.\n The 8 largest electric vehicle ETFs\n ETFIQ covers 8 electric vehicle ETFs. The largest are DRIV ( $351m ), IDRV ( $121m ) and KARS ( $64m ); fees run 0.35% to 0.69% , as of Oct 12 to 27, 2026 .\n DRIV Global X Autonomous & Electric Vehicles ETF $351m 0.68% \n IDRV iShares Self-Driving EV and Tech ETF $121m 0.48% \n KARS KraneShares Electric Vehicles and Future Mobility Index ETF $64m 0.69% \n FDRV Fidelity Electric Vehicles and Future Transportation ETF $23m 0.39% \n HAIL State Street SPDR S&P Kensho Smart Mobility ETF $16m 0.45% \n EVMT Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF $5.0m 0.59% \n CABZ Roundhill Robotaxi, Autonomous Vehicles & Technology ETF $2.9m 0.59% \n WATS Corgi Battery Energy Storage Systems ETF $556,095 0.35% \n \n Electric vehicle ETFs: what each one holds, as of Oct 27, 2026. Source: ETFIQ. Ticker Fund Issuer Net assets In the S&P 500 Active share Total return 1Y vs its benchmark 1Y Fee \n DRIV Global X Autonomous & Electric Vehicles ETF Global X $351m 29.2% 88.7% +1.1% not measured 0.68% \n IDRV iShares Self-Driving EV and Tech ETF iShares $121m 8.8% 98.1% \u221218.7% \u221231.8 pts vs ACWI 0.48% \n KARS KraneShares Electric Vehicles and Future Mobility Index ETF KraneShares $64m 7.1% 98.1% \u221216.7% \u221229.8 pts vs ACWI 0.69% \n FDRV Fidelity Electric Vehicles and Future Transportation ETF Fidelity $23m 21.3% 97.4% \u221212.6% not measured 0.39% \n HAIL State Street SPDR S&P Kensho Smart Mobility ETF State Street $16m 19.8% 94.0% \u221212.5% \u221226.1 pts vs VOO 0.45% \n EVMT Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF Invesco $5.0m 0.0% 100.0% +8.3% not measured 0.59% \n CABZ Roundhill Robotaxi, Autonomous Vehicles & Technology ETF Roundhill $2.9m 41.5% 85.8% first traded 286 days ago \u00b7 0.59% \n WATS Corgi Battery Energy Storage Systems ETF Corgi $556,095 32.9% 98.1% first traded 174 days ago \u00b7 0.35% \n \n How much of each pair is the same fund\n The closest pair is FDRV and IDRV , which hold 34% of their weight in the same companies. The furthest apart is EVMT and WATS at 0%. The middle pair of the 28 is 11%.\n Electric vehicle ETFs, the share of each pair\u2019s weight held in the same companies. Read across or down; the number is the same either way. Cells are shaded against the closest pair here, 34%. Source: each fund\u2019s own filed or daily holdings, read by ETFIQ. DRIV IDRV KARS FDRV HAIL EVMT CABZ WATS \n DRIV \u00b7 17% 16% 25% 23% 0% 19% 10% \n IDRV 17% \u00b7 29% 34% 14% 0% 14% 10% \n KARS 16% 29% \u00b7 32% 9% 0% 11% 7% \n FDRV 25% 34% 32% \u00b7 26% 0% 33% 6% \n HAIL 23% 14% 9% 26% \u00b7 0% 27% 6% \n EVMT 0% 0% 0% 0% 0% \u00b7 0% 0% \n CABZ 19% 14% 11% 33% 27% 0% \u00b7 11% \n WATS 10% 10% 7% 6% 6% 0% 11% \u00b7 \n \n Weight overlap adds the smaller of the two weights for every company both funds hold. Funds with a cut-short book are left out, not compared short.\n What each fund holds alone\n Electric vehicle ETFs, the largest holding no other fund in the grid holds. Source: ETFIQ. Fund Largest holding it alone has Weight All of its own names \n DRIV INTEL CORPORATION 5.0% 35.5% \n IDRV BYD H 4.3% 31.1% \n KARS Panasonic Holdings Corporation 5.5% 46.2% \n FDRV SENSATA TECHNOLOGIES HOLDING PLC 2.7% 14.3% \n HAIL VIA TRANSPORTATION INC CL A VIA 4.3% 51.2% \n EVMT POWERSHARES CAYMAN FUND 20.1% 20.1% \n CABZ Amazon.com Inc AMZN 4.6% 6.9% \n WATS AES Corp AES 4.6% 27.0% \n \n Questions people ask\n How many electric vehicle ETFs are there? ETFIQ covers 8 US listed electric vehicle ETFs as of Oct 27, 2026. That is every one it can measure from the fund\u2019s own published holdings. What is the largest electric vehicle ETF? DRIV , Global X Autonomous & Electric Vehicles ETF, at $351m in net assets as of Oct 12, 2026, the largest of the 8 electric vehicle ETFs with a published size. What is the cheapest electric vehicle ETF? WATS , Corgi Battery Energy Storage Systems ETF, at 0.35% a year by its prospectus filed May 14, 2026, the lowest fee of the 8 electric vehicle ETFs that publish one. Which electric vehicle ETF has performed best over the past year? EVMT , Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF, at +8.3% total return over the year to Oct 27, 2026, the highest of the 6 electric vehicle ETFs with a full year of trading behind them. Past returns do not predict future ones. What do electric vehicle ETFs hold? Funds that hold electric vehicle makers, battery and lithium producers, and the self driving technology companies. Between them the 8 electric vehicle ETFs ETFIQ can read name 65 companies in their ten largest holdings, by holdings dated May 31, 2026 to Oct 27, 2026, most widely TESLA INC, which is among the ten largest of 5 of them. Do electric vehicle ETFs hold the same companies? It depends which two. Across the 28 pairs of the 8 electric vehicle ETFs with a full published book, by holdings dated May 31, 2026 to Oct 27, 2026, FDRV and IDRV hold 34% of their weight in the same companies, EVMT and WATS hold 0%, and the middle pair holds 11%. Two funds sold on one theme are not the same fund. What the issuers say about this theme\n The issuers behind these electric vehicle funds publish their own work on this theme. These are their pages and words, not ETFIQ\u2019s. A fund company writing about a theme it sells is making a case.\n Issuer material on this theme. Links leave ETFIQ. Source: each issuer\u2019s own site. Issuer What they publish Kind \n Global X Global X Insights, including The Next Big Theme Their research index \n iShares iShares Portfolio Insights Their research index \n KraneShares KraneShares research insights Their research index \n Invesco Invesco insights Their research index \n Roundhill Roundhill research blog Their research index \n \n Where to next\n The largest electric vehicle ETFs The cheapest electric vehicle ETFs The electric vehicle ETFs least like the S&P 500 The electric vehicle ETFs that returned most The most concentrated electric vehicle ETFs Every thematic ETF Compare two funds The vocabulary Sources\n Fund holdings from SEC Form N-PORT and from the issuers\u2019 own daily files SEC EDGAR, full-text search of fund filings SEC Form N-PORT, what a fund filed it holds Rule 19a-1, what a distribution notice must say Links are sources, not endorsements.\n ETFIQ is an independent publisher and makes no recommendations. Standards and sources \n Cite this page. ETFIQ, Electric vehicle ETFs: what each one holds, data as of Oct 27, 2026. https://etfiq.com/themes/ev Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data .\n Other forms Plain ETFIQ, Electric vehicle ETFs: what each one holds, data as of Oct 27, 2026. https://etfiq.com/themes/ev APA ETFIQ. (Oct 27, 2026). Electric vehicle ETFs: what each one holds. Retrieved from https://etfiq.com/themes/ev Markdown [Electric vehicle ETFs: what each one holds (ETFIQ, Oct 27, 2026)](https://etfiq.com/themes/ev)","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, Electric vehicle ETFs: what each one holds, data as of Oct 27, 2026. https://etfiq.com/themes/ev"}