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

OVERLAP
19%
OVERLAP
BY WEIGHT
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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
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% |