Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
36
Number of overlapping holdings
12.3%
% of VGT's 318 holdings also in KNCT
37.5%
% of KNCT's 97 holdings also in VGT
Overlap by Weight
Sector Drift (VGT minus KNCT)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in VGT |
Weight in KNCT |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 15.2% | 7.8% | 7.8% |
|
BROADCOM INC. | 4.3% | 7.8% | 4.3% |
|
CISCO SYSTEMS INC | 1.5% | 4.2% | 1.5% |
 |
ACCENTURE PLC-CL A | 1.4% | 2.9% | 1.4% |
|
QUALCOMM INC | 1.1% | 3.9% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
VGT Overweight Relative to KNCT
|
NVIDIA CORP | 16.0% |
|
MICROSOFT CORP | 13.2% |
|
APPLE INC | 7.4% |
|
SALESFORCE.COM INC | 2.0% |
|
ORACLE CORP | 1.9% |
|
ADOBE SYSTEMS INC | 1.4% |
|
ADVANCED MICRO DEVICES | 1.4% |
|
SERVICENOW INC | 1.3% |
|
INTUIT INC | 1.2% |
|
INTL BUSINESS MACHINES CORP | 1.2% |
VGT Underweight Relative to KNCT
 |
TAIWAN SEMICONDUCTOR MANUFAC | -8.4% |
|
VERIZON COMMUNICATIONS INC | -3.8% |
|
AT&T INC | -3.5% |
|
BROADCOM INC. | -3.5% |
|
QUALCOMM INC | -2.7% |
|
CISCO SYSTEMS INC | -2.7% |
 |
SAMSUNG ELECTRONICS CO LTD | -2.7% |
|
T-MOBILE US, INC. | -2.5% |
|
COMCAST CORP-CL A | -2.2% |
|
AMERICAN TOWER CORP-CL A | -2.0% |