Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
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% | 3.2% | 3.2% |
|
VERIZON COMMUNICATIONS INC | 3.2% | 2.8% | 2.8% |
|
T-MOBILE US, INC. | 1.9% | 1.9% | 1.9% |
 |
DEUTSCHE TELEKOM AG | 1.4% | 4.5% | 1.4% |
|
AMERICAN TOWER CORP-CL A | 1.6% | 1.4% | 1.4% |
KNCT Overweight Relative to NFRA
|
BROADCOM INC. | 10.2% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 8.6% |
|
APPLE INC | 8.6% |
|
CISCO SYSTEMS INC | 4.2% |
 |
SAMSUNG ELECTRONICS CO LTD | 3.2% |
|
QUALCOMM INC | 3.0% |
|
INTL BUSINESS MACHINES CORP | 2.9% |
|
ARISTA NETWORKS, INC. | 2.5% |
|
MICRON TECHNOLOGY INC | 2.4% |
|
PALO ALTO NETWORKS INC | 2.2% |
KNCT Underweight Relative to NFRA
 |
CANADIAN PACIFIC KANSAS CITY LTD | -4.1% |
|
CANADIAN NATL RAILWAY CO | -3.2% |
|
DEUTSCHE TELEKOM AG | -3.1% |
 |
IBERDROLA SA | -3.0% |
|
ENBRIDGE INC | -2.9% |
|
WASTE CONNECTIONS, INC. | -2.6% |
 |
SOFTBANK GROUP CORP. | -2.5% |
|
NEXTERA ENERGY GROUP | -2.2% |
 |
NATIONAL GRID PLC | -2.0% |
 |
ENEL SPA | -2.0% |