DRIV vs FDRV
Global X Autonomous & Electric Vehicles ETF against Fidelity Electric Vehicles and Future Transportation ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
24%
20 shared positions
Fee gap
29 bp
FDRV is cheaper
1-year return gap
17.2 pts
DRIV is ahead
Larger fund
DRIV
$334M
Side by side
| DRIV | FDRV | |
|---|---|---|
| Fund | Global X Autonomous & Electric Vehicles ETF | Fidelity Electric Vehicles and Future Transportation ETF |
| Issuer | Global X | Fidelity |
| Category | EVs & Batteries | EVs & Batteries |
| Expense ratio | 0.68% | 0.39% |
| Assets | $334M | $22M |
| Average daily dollar volume | $1.3M | $79K |
| Listed | Apr 13, 2018 | Oct 5, 2021 |
| FrenzyCap score | 46 | 43 |
| 1-month return | −10.7% | −8.9% |
| 3-month return | −10.6% | −14.3% |
| Year to date | +3.8% | −6.8% |
| 1-year return | +4.6% | −12.6% |
| 30-day volatility | 21.7% | 19.2% |
| Worst drawdown, 1 year | −28.4% | −29.6% |
| Trailing 12-month yield | 0.71% | 1.44% |
| Holdings | 77 | 62 |
| Top 10 weight | 28.9% | 40.3% |
| Look-through P/E | — | 62.6 |
| Holdings vs fair value | +6.0% | +16.2% |
| Holdings above 200-day average | 41% | 16% |
| Net flow, latest 3 reported months | +$23M thru May 2026 | −$1.9M thru Jun 2026 |
| 30-day implied volatility | 33.8% | 33.6% |
| Holdings as of | as of Oct 21, 2026issuer data | as of Oct 20, 2026issuer data |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
25% of DRIV · 41% of FDRV| Holding | DRIV | FDRV |
|---|---|---|
| TSLA | 3.34% | 5.16% |
| LG ENERGY SOLUTION | 1.81% | 1.69% |
| INFINEON TECHNOLOGIES AG | 1.63% | 4.46% |
| NXPI | 1.59% | 5.13% |
| SWKS | 1.86% | 1.56% |
| SAMSUNG SDI CO LTD | 1.89% | 1.51% |
| BYD CO LTD-H | 1.29% | 4.26% |
| ON | 1.28% | 1.47% |
| LI AUTO INC-CLASS A | 1.21% | 3.06% |
| SITM | 1.12% | 1.22% |
| VC | 1.00% | 1.75% |
| ALB | 1.02% | 0.99% |
| THRM | 0.95% | 1.07% |
| MBLY | 0.92% | 1.32% |
| ALGM | 0.88% | 2.38% |
| AMPX | 0.91% | 0.73% |
| GANFENG LITHIUM GROUP CO L-H | 0.70% | 0.68% |
| LCID | 0.67% | 0.88% |
| AEVA | 0.70% | 0.65% |
| INDI | 0.55% | 0.61% |
Sector mix of the stock holdings
| Sector | DRIV | FDRV | Gap |
|---|---|---|---|
| Technology | 31.5% | 22.2% | +9.3% |
| Consumer Discretionary | 12.8% | 24.1% | −11.3% |
| Industrials | 9.7% | 10.0% | −0.3% |
| Materials | 4.5% | 1.0% | +3.5% |
| Other | 0.0% | 0.6% | −0.6% |
More: full overlap table · DRIV holdings · FDRV holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.