Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
39
# OF OVERLAPPING
HOLDINGS
VGT
325
HOLDINGS
13%
ALSO IN KNCT
KNCT
101
HOLDINGS
41%
ALSO IN VGT
SECTOR DRIFT (VGT minus KNCT)
OVERLAPPING HOLDINGS
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| Company | Weight in VGT |
Weight in KNCT |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 17.4% | 6.4% | 6.4% |
|
MICRON TECHNOLOGY INC | 4.3% | 11.4% | 4.3% |
|
BROADCOM INC. | 4.1% | 5.7% | 4.1% |
|
CISCO SYSTEMS INC | 1.9% | 4.8% | 1.9% |
|
INTEL CORP | 1.7% | 6.1% | 1.7% |
VGT Overweight Relative to KNCT
|
NVIDIA CORP | 17.6% |
|
APPLE INC | 11.0% |
|
MICROSOFT CORP | 9.0% |
|
ADVANCED MICRO DEVICES | 3.5% |
|
APPLIED MATERIALS INC | 1.8% |
|
LAM RESEARCH CORP | 1.6% |
|
KLA CORPORATION | 1.2% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.1% |
|
TEXAS INSTRUMENTS INC | 1.1% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 0.8% |
VGT Underweight Relative to KNCT
 |
TAIWAN SEMICONDUCTOR MANUFAC | -9.3% |
 |
SAMSUNG ELECTRONICS CO LTD | -8.9% |
|
MICRON TECHNOLOGY INC | -7.1% |
|
INTEL CORP | -4.4% |
|
CISCO SYSTEMS INC | -2.9% |
|
HYNIX SEMICONDUCTOR INC | -2.6% |
|
MARVELL TECHNOLOGY, INC. | -2.2% |
|
VERIZON COMMUNICATIONS INC | -2.1% |
|
QUALCOMM INC | -1.9% |
|
AT&T INC | -1.7% |