Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
41
# OF OVERLAPPING
HOLDINGS
VGT
322
HOLDINGS
14%
ALSO IN KNCT
KNCT
111
HOLDINGS
42%
ALSO IN VGT
SECTOR DRIFT (VGT minus KNCT)
OVERLAPPING HOLDINGS
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| Company | Weight in VGT |
Weight in KNCT |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 17.4% | 9.2% | 9.2% |
|
BROADCOM INC. | 4.0% | 7.9% | 4.0% |
|
MICRON TECHNOLOGY INC | 3.9% | 7.9% | 3.9% |
|
CISCO SYSTEMS INC | 1.6% | 3.9% | 1.6% |
|
PALO ALTO NETWORKS INC | 1.2% | 3.4% | 1.2% |
VGT Overweight Relative to KNCT
|
NVIDIA CORP | 16.6% |
|
MICROSOFT CORP | 12.0% |
|
APPLE INC | 8.2% |
|
ADVANCED MICRO DEVICES | 3.2% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.6% |
|
QORVO INC | 1.5% |
|
APPLIED MATERIALS INC | 1.2% |
|
LAM RESEARCH CORP | 1.2% |
|
TEXAS INSTRUMENTS INC | 1.1% |
|
ORACLE CORP | 0.9% |
VGT Underweight Relative to KNCT
 |
TAIWAN SEMICONDUCTOR MANUFAC | -8.1% |
 |
SAMSUNG ELECTRONICS CO LTD | -5.9% |
|
SK HYNIX INC | -4.9% |
|
MICRON TECHNOLOGY INC | -4.0% |
|
BROADCOM INC. | -3.8% |
|
CISCO SYSTEMS INC | -2.3% |
|
PALO ALTO NETWORKS INC | -2.2% |
|
VERIZON COMMUNICATIONS INC | -2.1% |
|
INTEL CORP | -2.1% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -1.9% |