Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
11%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
KNCT
101
HOLDINGS
20%
ALSO IN NFRA
NFRA
209
HOLDINGS
12%
ALSO IN KNCT
SECTOR DRIFT (KNCT minus NFRA)
OVERLAPPING HOLDINGS
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| Company | Weight in KNCT |
Weight in NFRA |
Overlap | |
|---|---|---|---|---|
 |
VERIZON COMMUNICATIONS INC | 2.1% | 2.6% | 2.1% |
|
AT&T INC | 1.7% | 2.1% | 1.7% |
|
EQUINIX INC | 1.2% | 1.5% | 1.2% |
|
T-MOBILE US, INC. | 1.0% | 1.3% | 1.0% |
|
AMERICAN TOWER CORP-CL A | 0.9% | 1.1% | 0.9% |
KNCT Overweight Relative to NFRA
|
MICRON TECHNOLOGY INC | 11.4% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 9.3% |
 |
SAMSUNG ELECTRONICS CO LTD | 8.9% |
|
APPLE INC | 6.4% |
|
INTEL CORP | 6.1% |
|
BROADCOM INC. | 5.7% |
|
CISCO SYSTEMS INC | 4.8% |
|
MARVELL TECHNOLOGY, INC. | 2.9% |
|
QUALCOMM INC | 2.7% |
|
HYNIX SEMICONDUCTOR INC | 2.6% |
KNCT Underweight Relative to NFRA
 |
SOFTBANK GROUP CORP. | -4.9% |
 |
CANADIAN PACIFIC KANSAS CITY LTD | -3.7% |
|
CANADIAN NATL RAILWAY CO | -3.1% |
|
NEXTERA ENERGY GROUP | -2.5% |
 |
DEUTSCHE TELEKOM AG | -2.4% |
 |
IBERDROLA SA | -2.4% |
|
UNION PACIFIC CORP | -2.1% |
|
ENBRIDGE INC | -1.9% |
|
WASTE CONNECTIONS, INC. | -1.9% |
 |
TRANSURBAN GROUP | -1.6% |