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
94
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 3.3% 2.9% 2.9%
T-MOBILE US, INC. 2.1% 2.0% 2.0%
DEUTSCHE TELEKOM AG 1.5% 4.4% 1.5%
AMERICAN TOWER CORP-CL A 1.7% 1.5% 1.5%
KNCT Overweight Relative to NFRA
BROADCOM INC. 9.1%
APPLE INC 8.8%
TAIWAN SEMICONDUCTOR MANUFAC 8.5%
CISCO SYSTEMS INC 4.3%
SAMSUNG ELECTRONICS CO LTD 3.2%
QUALCOMM INC 3.0%
INTL BUSINESS MACHINES CORP 2.9%
ARISTA NETWORKS, INC. 2.6%
PALO ALTO NETWORKS INC 2.1%
MICRON TECHNOLOGY INC 2.0%
KNCT Underweight Relative to NFRA
CANADIAN PACIFIC KANSAS CITY LTD -4.1%
CANADIAN NATL RAILWAY CO -3.3%
DEUTSCHE TELEKOM AG -2.9%
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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