Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
44%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
AGIX
61
HOLDINGS
29%
ALSO IN KNCT
KNCT
93
HOLDINGS
17%
ALSO IN AGIX
SECTOR DRIFT (AGIX minus KNCT)
OVERLAPPING HOLDINGS
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| Company | Weight in AGIX |
Weight in KNCT |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 40.7% | 8.6% | 8.6% |
 |
APPLE INC | 38.6% | 8.6% | 8.6% |
|
BROADCOM INC. | 48.2% | 7.2% | 7.2% |
 |
SAMSUNG ELECTRONICS CO LTD | 24.7% | 3.7% | 3.7% |
|
MICRON TECHNOLOGY INC | 21.6% | 2.9% | 2.9% |
AGIX Overweight Relative to KNCT
|
NVIDIA CORP | 67.9% |
|
ALPHABET INC. CLASS A | 50.8% |
|
MICROSOFT CORP | 48.9% |
|
META PLATFORMS INC | 44.1% |
|
BROADCOM INC. | 41.0% |
|
AMAZON.COM INC | 40.5% |
 |
NEBIUS GROUP NV | 36.1% |
|
ADVANCED MICRO DEVICES | 34.8% |
|
TAIWAN SEMICONDUCTOR MANUFAC | 32.1% |
|
APPLE INC | 30.0% |
AGIX Underweight Relative to KNCT
|
CISCO SYSTEMS INC | -4.2% |
|
INTL BUSINESS MACHINES CORP | -3.3% |
|
AT&T INC | -3.2% |
|
VERIZON COMMUNICATIONS INC | -3.1% |
|
QUALCOMM INC | -3.1% |
|
INTEL CORP | -2.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.1% |
|
T-MOBILE US, INC. | -1.9% |
 |
ACCENTURE PLC-CL A | -1.7% |
|
AMPHENOL CORP-CL A | -1.6% |