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
52.5%
% of NXTG's 109 holdings also in KNCT
54.7%
% of KNCT's 95 holdings also in NXTG
Overlap by Weight
Sector Drift (NXTG minus KNCT)
Overlapping Holdings
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| Company | Weight in NXTG |
Weight in KNCT |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 2.0% | 2.7% | 2.0% |
|
ARISTA NETWORKS, INC. | 1.8% | 1.9% | 1.8% |
|
BROADCOM INC. | 1.7% | 7.8% | 1.7% |
|
QUALCOMM INC | 1.7% | 4.8% | 1.7% |
|
MARVELL TECHNOLOGY, INC. | 1.6% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
NXTG Overweight Relative to KNCT
|
NVIDIA CORP | 2.3% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 1.8% |
 |
PRYSMIAN SPA | 1.7% |
 |
MITSUBISHI ELECTRIC CORP | 1.6% |
 |
NXP SEMICONDUCTORS NV | 1.5% |
 |
NOKIA CORP-SPON ADR | 1.4% |
|
ADVANCED MICRO DEVICES | 1.4% |
|
ADVANCED SEMICONDUCTOR ENGR | 1.4% |
 |
CHINA TOWER CORP. LTD. CLASS H | 1.4% |
|
MEDIATEK INC | 1.4% |
NXTG Underweight Relative to KNCT
|
TAIWAN SEMICONDUCTOR MANUFAC | -8.5% |
|
APPLE INC | -7.8% |
|
BROADCOM INC. | -6.1% |
 |
SAMSUNG ELECTRONICS CO LTD | -5.0% |
|
VERIZON COMMUNICATIONS INC | -3.4% |
|
QUALCOMM INC | -3.1% |
 |
ACCENTURE PLC-CL A | -3.0% |
|
CISCO SYSTEMS INC | -2.5% |
|
COMCAST CORP-CL A | -2.4% |
|
AT&T INC | -2.3% |