Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
47
# OF OVERLAPPING
HOLDINGS
KNCT
93
HOLDINGS
52%
ALSO IN NXTG
NXTG
114
HOLDINGS
47%
ALSO IN KNCT
SECTOR DRIFT (KNCT minus NXTG)
OVERLAPPING HOLDINGS
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| Company | Weight in KNCT |
Weight in NXTG |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 2.9% | 1.7% | 1.7% |
 |
SAMSUNG ELECTRONICS CO LTD | 3.7% | 1.7% | 1.7% |
|
INTEL CORP | 2.6% | 1.5% | 1.5% |
|
EQUINIX INC | 1.3% | 1.3% | 1.3% |
|
QUALCOMM INC | 3.1% | 1.2% | 1.2% |
KNCT Overweight Relative to NXTG
 |
TAIWAN SEMICONDUCTOR MANUFAC | 8.6% |
|
APPLE INC | 7.4% |
|
BROADCOM INC. | 6.1% |
|
CISCO SYSTEMS INC | 3.0% |
|
AT&T INC | 2.7% |
|
VERIZON COMMUNICATIONS INC | 2.6% |
|
PALO ALTO NETWORKS INC | 2.3% |
|
SAMSUNG ELECTRONICS CO LTD | 2.1% |
|
INTL BUSINESS MACHINES CORP | 2.1% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.1% |
KNCT Underweight Relative to NXTG
 |
ZTE CORP-H | -1.9% |
 |
INFINEON TECHNOLOGIES AG | -1.4% |
 |
STMICROELECTRONICS NV | -1.4% |
 |
NEC ELECTRONICS CORP | -1.4% |
|
DELTA ELECTRONICS INC | -1.4% |
|
TAIWAN SEMICONDUCTOR-SP ADR | -1.3% |
|
ANALOG DEVICES INC | -1.3% |
|
AMDOCS LTD | -1.3% |
 |
NXP SEMICONDUCTORS NV | -1.3% |
|
LENOVO GROUP LTD | -1.3% |