# Electric vehicle ETFs: 8 funds, largest first

> 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.

Data as of Oct 27, 2026. Rebuilt every trading night.

Data as of Oct 27, 2026 .

## Electric vehicle ETFs: what each one holds

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.

8 US listed electric vehicle ETFs

$351m The largest, DRIV

0.35% The cheapest, WATS

+8.3% Best one year, EVMT

### The short answers

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

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.

| Company | Among the ten largest of | Average weight where it is | Largest, and in which fund |
| --- | --- | --- | --- |
| TESLA INC TSLA | 5 of 8 | 8.7% | 20.8% in WATS |
| UBER TECHNOLOGIES INC UBER | 2 of 8 | 3.7% | 5.7% in CABZ |
| NVIDIA CORP NVDA | 2 of 8 | 3.3% | 4.7% in CABZ |
| POWERSHARES CAYMAN FUND | 1 of 8 | 20.1% | 20.1% in EVMT |
| Bloom Energy Corp BE | 1 of 8 | 10.4% | 10.4% in WATS |
| Alphabet Inc GOOGL | 1 of 8 | 6.3% | 6.3% in CABZ |
| Enphase Energy Inc ENPH | 1 of 8 | 5.9% | 5.9% in WATS |
| EnerSys ENS | 1 of 8 | 5.8% | 5.8% in WATS |
| LG ENERGY SOLUTION LTD | 1 of 8 | 5.8% | 5.8% in IDRV |
| SAMSUNG SDI LTD | 1 of 8 | 5.4% | 5.4% in IDRV |
| SAMSUNG SDI CO LTD | 1 of 8 | 5.3% | 5.3% in KARS |
| Baidu Inc BIDU | 1 of 8 | 5.2% | 5.2% in CABZ |
| INTEL CORPORATION | 1 of 8 | 5.0% | 5.0% in DRIV |
| TESLA INC | 1 of 8 | 4.9% | 4.9% in FDRV |
| XIAOMI CORP-CLASS B | 1 of 8 | 4.9% | 4.9% in KARS |

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.

### The 8 largest electric vehicle ETFs

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 .

- DRIV Global X Autonomous & Electric Vehicles ETF $351m 0.68%

- IDRV iShares Self-Driving EV and Tech ETF $121m 0.48%

- KARS KraneShares Electric Vehicles and Future Mobility Index ETF $64m 0.69%

- FDRV Fidelity Electric Vehicles and Future Transportation ETF $23m 0.39%

- HAIL State Street SPDR S&P Kensho Smart Mobility ETF $16m 0.45%

- EVMT Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF $5.0m 0.59%

- CABZ Roundhill Robotaxi, Autonomous Vehicles & Technology ETF $2.9m 0.59%

- WATS Corgi Battery Energy Storage Systems ETF $556,095 0.35%

| Ticker | Fund | Issuer | Net assets | In the S&P 500 | Active share | Total return 1Y | vs its benchmark 1Y | Fee |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| DRIV | Global X Autonomous & Electric Vehicles ETF | Global X | $351m | 29.2% | 88.7% | +1.1% | not measured | 0.68% |
| IDRV | iShares Self-Driving EV and Tech ETF | iShares | $121m | 8.8% | 98.1% | −18.7% | −31.8 pts vs ACWI | 0.48% |
| KARS | KraneShares Electric Vehicles and Future Mobility Index ETF | KraneShares | $64m | 7.1% | 98.1% | −16.7% | −29.8 pts vs ACWI | 0.69% |
| FDRV | Fidelity Electric Vehicles and Future Transportation ETF | Fidelity | $23m | 21.3% | 97.4% | −12.6% | not measured | 0.39% |
| HAIL | State Street SPDR S&P Kensho Smart Mobility ETF | State Street | $16m | 19.8% | 94.0% | −12.5% | −26.1 pts vs VOO | 0.45% |
| EVMT | Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF | Invesco | $5.0m | 0.0% | 100.0% | +8.3% | not measured | 0.59% |
| CABZ | Roundhill Robotaxi, Autonomous Vehicles & Technology ETF | Roundhill | $2.9m | 41.5% | 85.8% | first traded 286 days ago | · | 0.59% |
| WATS | Corgi Battery Energy Storage Systems ETF | Corgi | $556,095 | 32.9% | 98.1% | first traded 174 days ago | · | 0.35% |

### How much of each pair is the same fund

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%.

| | DRIV | IDRV | KARS | FDRV | HAIL | EVMT | CABZ | WATS |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| DRIV | · | 17% | 16% | 25% | 23% | 0% | 19% | 10% |
| IDRV | 17% | · | 29% | 34% | 14% | 0% | 14% | 10% |
| KARS | 16% | 29% | · | 32% | 9% | 0% | 11% | 7% |
| FDRV | 25% | 34% | 32% | · | 26% | 0% | 33% | 6% |
| HAIL | 23% | 14% | 9% | 26% | · | 0% | 27% | 6% |
| EVMT | 0% | 0% | 0% | 0% | 0% | · | 0% | 0% |
| CABZ | 19% | 14% | 11% | 33% | 27% | 0% | · | 11% |
| WATS | 10% | 10% | 7% | 6% | 6% | 0% | 11% | · |

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.

### What each fund holds alone

| Fund | Largest holding it alone has | Weight | All of its own names |
| --- | --- | --- | --- |
| DRIV | INTEL CORPORATION | 5.0% | 35.5% |
| IDRV | BYD H | 4.3% | 31.1% |
| KARS | Panasonic Holdings Corporation | 5.5% | 46.2% |
| FDRV | SENSATA TECHNOLOGIES HOLDING PLC | 2.7% | 14.3% |
| HAIL | VIA TRANSPORTATION INC CL A VIA | 4.3% | 51.2% |
| EVMT | POWERSHARES CAYMAN FUND | 20.1% | 20.1% |
| CABZ | Amazon.com Inc AMZN | 4.6% | 6.9% |
| WATS | AES Corp AES | 4.6% | 27.0% |

### Questions people ask

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’s 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

The issuers behind these electric vehicle funds publish their own work on this theme. These are their pages and words, not ETFIQ’s. A fund company writing about a theme it sells is making a case.

| Issuer | What they publish | Kind |
| --- | --- | --- |
| Global X | Global X Insights, including The Next Big Theme | Their research index |
| iShares | iShares Portfolio Insights | Their research index |
| KraneShares | KraneShares research insights | Their research index |
| Invesco | Invesco insights | Their research index |
| Roundhill | Roundhill research blog | Their research index |

### Where to next

### Sources

Links are sources, not endorsements.

ETFIQ is an independent publisher and makes no recommendations. Standards and sources

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: ETFIQ, Electric vehicle ETFs: what each one holds, data as of Oct 27, 2026. https://etfiq.com/themes/ev
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