Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
45%
OVERLAP
BY WEIGHT
30
# OF OVERLAPPING
HOLDINGS
KNCT
111
HOLDINGS
31%
ALSO IN TRFK
TRFK
87
HOLDINGS
37%
ALSO IN KNCT
SECTOR DRIFT (KNCT minus TRFK)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in KNCT |
Weight in TRFK |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 7.9% | 8.8% | 7.9% |
|
BROADCOM INC. | 7.9% | 9.6% | 7.9% |
|
CISCO SYSTEMS INC | 3.9% | 4.2% | 3.9% |
|
PALO ALTO NETWORKS INC | 3.4% | 3.4% | 3.4% |
|
INTEL CORP | 3.2% | 2.9% | 2.9% |
KNCT Overweight Relative to TRFK
|
APPLE INC | 9.2% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 8.1% |
 |
SAMSUNG ELECTRONICS CO LTD | 5.9% |
|
VERIZON COMMUNICATIONS INC | 2.1% |
|
SK HYNIX INC | 1.9% |
|
INTL BUSINESS MACHINES CORP | 1.7% |
|
AT&T INC | 1.6% |
|
AMPHENOL CORP-CL A | 1.6% |
|
EQUINIX INC | 1.1% |
 |
ACCENTURE PLC-CL A | 1.1% |
KNCT Underweight Relative to TRFK
|
NVIDIA CORP | -10.5% |
|
ADVANCED MICRO DEVICES | -7.2% |
|
ORACLE CORP | -3.9% |
 |
ARM HOLDINGS PLC | -2.1% |
|
SANDISK CORP | -1.9% |
 |
SCHNEIDER ELECTRIC SA | -1.8% |
 |
ABB LTD. | -1.8% |
|
BROADCOM INC. | -1.8% |
|
SEAGATE TECHNOLOGY HOLDINGS PLC | -1.6% |
|
EATON CORP PLC | -1.6% |