Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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52
Number of overlapping holdings
54.7%
% of KNCT's 95 holdings also in NXTG
52.0%
% of NXTG's 109 holdings also in KNCT
Overlap by Weight
Sector Drift (KNCT minus NXTG)
Overlapping Holdings
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| Company | Weight in KNCT |
Weight in NXTG |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 2.5% | 1.8% | 1.8% |
|
BROADCOM INC. | 7.4% | 1.7% | 1.7% |
|
QUALCOMM INC | 4.3% | 1.5% | 1.5% |
|
ARISTA NETWORKS, INC. | 1.6% | 1.4% | 1.4% |
|
MARVELL TECHNOLOGY, INC. | 1.3% | 1.5% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
KNCT Overweight Relative to NXTG
 |
TAIWAN SEMICONDUCTOR MANUFAC | 8.3% |
|
APPLE INC | 7.4% |
|
BROADCOM INC. | 5.8% |
 |
SAMSUNG ELECTRONICS CO LTD | 5.1% |
|
VERIZON COMMUNICATIONS INC | 3.6% |
 |
ACCENTURE PLC-CL A | 3.3% |
|
QUALCOMM INC | 2.8% |
|
CISCO SYSTEMS INC | 2.7% |
|
COMCAST CORP-CL A | 2.6% |
|
INTEL CORP | 2.4% |
KNCT Underweight Relative to NXTG
|
NVIDIA CORP | -2.1% |
 |
PRYSMIAN SPA | -1.7% |
|
TAIWAN SEMICONDUCTOR-SP ADR | -1.6% |
 |
MITSUBISHI ELECTRIC CORP | -1.5% |
|
ADVANCED MICRO DEVICES | -1.4% |
|
INTL BUSINESS MACHINES CORP | -1.4% |
 |
NOKIA CORP-SPON ADR | -1.4% |
|
ADVANCED SEMICONDUCTOR ENGR | -1.4% |
 |
HCL TECHNOLOGIES LTD | -1.4% |
|
ADVANTECH CO LTD | -1.4% |