DRIV vs MOTO

DRIVBGlobal X Autonomous & Electric Vehicles ETF

MOTOCSmartETFs Smart Transportation & Technology ETF

In short

DRIV Most EV funds pick a lane: batteries or carmakers. DRIV buys the whole road, self-driving technology, electric vehicles, and the parts and materials underneath, in roughly 80 stocks from around the world.

MOTO A stock-picker's run at the EV and self-driving theme: about 40 names, roughly equal weight, picked by Guinness Atkinson's managers. Fee is 0.68%, net of a waiver through June 30, 2029.

Stated mandate

DRIV The fund invests in companies developing autonomous-vehicle technology, electric vehicles, and related EV components and materials.

MOTO The fund seeks long-term capital appreciation by investing primarily in publicly traded equity securities of domestic or foreign companies developing or producing smart-transportation products and systems, including autonomous or electric vehicles and smart transportation networks. It is actively managed and normally invests at least 80% of net assets in these companies.

Why people hold it

• DRIV Three layers of one theme in a single ticker: autonomous-driving technology, EV makers, and the components and materials feeding both.
• Roughly 80 names spread across the chain, so no single carmaker steers the whole portfolio. One of the better-built baskets in its peer group.
• Global by mandate, not US-only, so the index can reach automakers and suppliers listed outside the States.
• Trading since 2018, with a rules-based Solactive index behind it rather than a manager's stock picks.

• MOTO Roughly equal weights, so the smallest holding counts about as much as the largest and one mega-cap does not become the whole theme.sec.gov
• Actively managed: at least 80% of net assets go to smart-transportation companies, with managers judging how central each one is to the ecosystem.sec.gov
• 0.68% net of a waiver running through June 30, 2029, near the category median and level with DRIV's fee.
• Global by design, holding both US and foreign companies across autonomous and electric vehicles, networks and the parts that feed them.

Worth knowing

• DRIV The 0.68% fee sits right at the category median, but cheaper wrappers on nearby themes exist: FDRV charges 0.39% and IDRV 0.48%.
• One industry, one capital cycle. A concentrated theme fund moves harder in both directions than a broad market index.
• Not an income holding: distributions come once or twice a year, and trading volume is moderate rather than mega-liquid.

• MOTO Thinly traded with a small asset base, so spreads can widen and limit orders earn their keep.
• The 0.68% rests on a contractual waiver; gross expenses run 1.21%, and the waiver is dated to June 30, 2029.
• About 40 stocks in one theme, with no index to fall back on: results track the managers' picks, and foreign holdings add currency swings.

Full DRIV profile⁠

Full MOTO profile⁠