Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
26%
OVERLAP
BY WEIGHT
44
# OF OVERLAPPING
HOLDINGS
KNCT
111
HOLDINGS
45%
ALSO IN NXTG
NXTG
108
HOLDINGS
45%
ALSO IN KNCT
SECTOR DRIFT (KNCT minus NXTG)
OVERLAPPING HOLDINGS
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| Company | Weight in KNCT |
Weight in NXTG |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 9.2% | 1.6% | 1.6% |
|
ARISTA NETWORKS, INC. | 2.1% | 1.5% | 1.5% |
|
MICRON TECHNOLOGY INC | 7.9% | 1.4% | 1.4% |
|
INTL BUSINESS MACHINES CORP | 1.7% | 1.3% | 1.3% |
|
CISCO SYSTEMS INC | 3.9% | 1.2% | 1.2% |
KNCT Overweight Relative to NXTG
 |
TAIWAN SEMICONDUCTOR MANUFAC | 8.1% |
|
APPLE INC | 7.6% |
|
BROADCOM INC. | 6.7% |
|
MICRON TECHNOLOGY INC | 6.5% |
 |
SK HYNIX INC | 4.9% |
|
SAMSUNG ELECTRONICS CO LTD | 4.8% |
|
PALO ALTO NETWORKS INC | 3.4% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.9% |
|
CISCO SYSTEMS INC | 2.7% |
|
INTEL CORP | 2.4% |
KNCT Underweight Relative to NXTG
|
SKYWORKS SOLUTIONS INC | -2.9% |
|
ADVANTECH CO LTD | -2.0% |
 |
HCL TECHNOLOGIES LTD | -1.7% |
|
ADVANCED SEMICONDUCTOR ENGR | -1.7% |
|
HEWLETT PACKARD ENTERPRISE CO. | -1.6% |
|
TECH MAHINDRA LTD | -1.6% |
 |
SONY CORP | -1.6% |
|
TATA CONSULTANCY SVS LTD | -1.6% |
|
SUPER MICRO COMPUTER, INC. | -1.5% |
|
ADVANCED MICRO DEVICES | -1.5% |