Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
19%
OVERLAP
BY WEIGHT
14
# OF OVERLAPPING
HOLDINGS
KNCT
93
HOLDINGS
15%
ALSO IN CIBR
CIBR
34
HOLDINGS
45%
ALSO IN KNCT
SECTOR DRIFT (KNCT minus CIBR)
OVERLAPPING HOLDINGS
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| Company | Weight in KNCT |
Weight in CIBR |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 7.2% | 6.9% | 6.9% |
|
CISCO SYSTEMS INC | 4.2% | 7.7% | 4.2% |
|
PALO ALTO NETWORKS INC | 2.3% | 8.0% | 2.3% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.1% | 7.4% | 2.1% |
|
CLOUDFLARE INC CLASS A | 1.1% | 3.7% | 1.1% |
KNCT Overweight Relative to CIBR
 |
TAIWAN SEMICONDUCTOR MANUFAC | 8.6% |
|
APPLE INC | 8.6% |
 |
SAMSUNG ELECTRONICS CO LTD | 3.7% |
|
INTL BUSINESS MACHINES CORP | 3.3% |
|
AT&T INC | 3.2% |
|
VERIZON COMMUNICATIONS INC | 3.1% |
|
QUALCOMM INC | 3.1% |
|
MICRON TECHNOLOGY INC | 2.9% |
|
ARISTA NETWORKS, INC. | 2.6% |
|
INTEL CORP | 2.6% |
KNCT Underweight Relative to CIBR
 |
INFOSYS TECHNOLOGIES-SP ADR | -8.2% |
|
PALO ALTO NETWORKS INC | -5.7% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -5.4% |
 |
THALES SA | -4.8% |
|
SAIC INC | -4.2% |
|
GEN DIGITAL INC | -4.1% |
 |
CHECK POINT SOFTWARE TECH | -3.9% |
|
OKTA, INC. CLASS A | -3.8% |
|
F5 NETWORKS INC | -3.7% |
|
BOOZ ALLEN HAMILTON HOLDINGS | -3.6% |