ETF Copilot

IDRV vs SPGM: holdings overlap, shared companies and scores

As of October 9, 2026, IDRV and SPGM overlap 1.3% by weight. iShares Self-Driving EV and Tech ETF (IDRV): Global electric vehicle and battery companies. State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM): Total global equity market.

Updated October 9, 2026

Where IDRV and SPGM trade against their own history

IDRV trades at 14.4 times earnings, against its own median of 12.3, and is more expensive than 65% of its own 77 monthly readings since 2019.

SPGM trades at 20.4 times earnings, against its own median of 19.8, and is more expensive than 56% of its own 86 monthly readings since 2019.

What moved IDRV this week

IDRV rose 1.2% in the week to October 9, 2026. The holdings that moved it most were LG Energy Solution (+8.5%), Samsung SDI (+8.0%) and LG Chem (+9.6%); Pilbara Minerals (−4.9%) pushed the other way.

What do IDRV and SPGM each hold?

What's inside IDRV: Tech 11%, Memory 6%.

44% of IDRV is its ten largest holdings.

What's inside SPGM: Tech 35%, Magnificent 7 20%.

23% of SPGM is its ten largest holdings.

How much do IDRV and SPGM overlap? 1.3% by weight

As of October 9, 2026, IDRV and SPGM overlap 1.3% by weight.

71% of IDRV is already inside SPGM.

1% of SPGM is already inside IDRV.

IDRV holds 69 companies and SPGM holds 2,869; 31 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score IDRV and SPGM? 3.6 and 6.3 out of 10

As of October 9, 2026, ETF Copilot scores IDRV 3.6 out of 10 and SPGM 6.3 out of 10.

They differ most on Quality: IDRV 0.2 and SPGM 7.1.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

IDRV vs SPGM — ETF Copilot factor scores, 0–10
FactorIDRVSPGM
Growth7.36.4
Value9.03.5
Risk1.06.8
Quality0.27.1
Return0.37.0

SPGM is the cheaper of the two at 0.09% a year

As of October 9, 2026, IDRV charges 0.48% a year, yields 1.91% and holds $265M in assets across 69 positions.

As of October 9, 2026, SPGM charges 0.09% a year, yields 1.77% and holds $1.8B in assets across 2869 positions.

IDRV vs SPGM — cost, income and size
MeasureIDRVSPGM
Expense ratio0.48%0.09%
Dividend yield1.91%1.77%
Assets under management$265M$1.8B
Holdings692869

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Compare with similar funds

Cite this

ETF Copilot, “IDRV vs SPGM holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/idrv-vs-spgm

  1. iShares Self-Driving EV and Tech ETF (IDRV)
  2. State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM)

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