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
54.2%
% of KNCT's 97 holdings also in NXTG
52.0%
% of NXTG's 113 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 | |
|---|---|---|---|---|
 |
ARISTA NETWORKS, INC. | 2.3% | 1.5% | 1.5% |
|
MOTOROLA SOLUTIONS | 1.5% | 1.6% | 1.5% |
|
CISCO SYSTEMS INC | 4.2% | 1.5% | 1.5% |
|
MARVELL TECHNOLOGY, INC. | 1.7% | 1.5% | 1.5% |
|
EQUINIX INC | 1.9% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
KNCT Overweight Relative to NXTG
 |
TAIWAN SEMICONDUCTOR MANUFAC | 8.2% |
|
APPLE INC | 6.5% |
|
BROADCOM INC. | 6.3% |
|
VERIZON COMMUNICATIONS INC | 3.3% |
 |
ACCENTURE PLC-CL A | 2.9% |
|
QUALCOMM INC | 2.8% |
|
AT&T INC | 2.8% |
|
CISCO SYSTEMS INC | 2.6% |
|
PALO ALTO NETWORKS INC | 2.6% |
|
COMCAST CORP-CL A | 2.2% |
KNCT Underweight Relative to NXTG
|
INTL BUSINESS MACHINES CORP | -1.6% |
 |
INFOSYS TECHNOLOGIES-SP ADR | -1.5% |
|
CIENA CORP | -1.5% |
|
HCL TECHNOLOGIES LTD | -1.5% |
|
WIPRO LTD-ADR | -1.5% |
|
F5 NETWORKS INC | -1.4% |
|
DELTA ELECTRONICS INC | -1.3% |
|
NVIDIA CORP | -1.3% |
 |
SONY CORP | -1.3% |
 |
ZTE CORP-H | -1.3% |