Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
19%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING HOLDINGS
KNCT
95
HOLDINGS
22%
ALSO IN NFRA
NFRA
207
HOLDINGS
12%
ALSO IN KNCT
SECTOR DRIFT (KNCT minus NFRA)
OVERLAPPING HOLDINGS

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Company Weight
in KNCT
Weight
in NFRA
Overlap
AT&T INC 3.6% 2.9% 2.9%
VERIZON COMMUNICATIONS INC 3.2% 2.9% 2.9%
T-MOBILE US, INC. 2.0% 2.0% 2.0%
DEUTSCHE TELEKOM AG 1.6% 4.4% 1.6%
COMCAST CORP-CL A 1.5% 2.2% 1.5%
KNCT Overweight Relative to NFRA
TAIWAN SEMICONDUCTOR MANUFAC 8.2%
BROADCOM INC. 8.2%
APPLE INC 7.9%
CISCO SYSTEMS INC 4.6%
INTL BUSINESS MACHINES CORP 3.6%
QUALCOMM INC 3.1%
SAMSUNG ELECTRONICS CO LTD 2.8%
PALO ALTO NETWORKS INC 2.4%
CROWDSTRIKE HOLDINGS, INC. CLASS A 2.3%
ACCENTURE PLC-CL A 2.2%
KNCT Underweight Relative to NFRA
CANADIAN PACIFIC KANSAS CITY LTD -4.1%
CANADIAN NATL RAILWAY CO -3.3%
DEUTSCHE TELEKOM AG -2.8%
WASTE CONNECTIONS, INC. -2.7%
DEUTSCHE POST AG-REG -2.6%
ENBRIDGE INC -2.5%
IBERDROLA SA -2.4%
UNION PACIFIC CORP -2.3%
NEXTERA ENERGY GROUP -2.2%
NATIONAL GRID PLC -1.7%
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