Data as of .
IDGT vs KNCT: which is really different?
IDGT and KNCT hold 13% of their weight in the same names, and KNCT returned more over the year.
ETFIQ Off-Index Score: IDGT scores higher
How much of it is not the index it is sold as an alternative to?
A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed
13% of the two portfolios are the same securities at the same weight.
What they hold in common
By the books each fund has filed, IDGT and KNCT hold 13% of their money in the same securities at the same weight.
| Holding | IDGT | KNCT |
|---|---|---|
| CISCO SYSTEMS INC | 4.29% | 4.00% |
| ARISTA NETWORKS | 5.70% | 2.33% |
| QUALCOMM | 4.63% | 1.76% |
| EQUINIX REIT | 9.00% | 1.04% |
| AMERICAN TOWER REIT | 8.68% | 0.83% |
| DIGITAL REALTY TRUST REIT | 8.91% | 0.63% |
| CIENA | 3.09% | 0.51% |
| NETAPP INC | 4.55% | 0.40% |
| COREWEAVE CLASS A | 3.69% | 0.34% |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 2.61% | 0.33% |
| CROWN CASTLE INC | 5.43% | 0.33% |
| MOTOROLA SOLUTIONS INC | 0.21% | 0.66% |
| Only in IDGT | Only in KNCT |
|---|---|
| FASTLY CLASS A 6.30% | Apple Inc 9.00% |
| UNITI GROUP INC 6.09% | Taiwan Semiconductor Manufacturing Co Lt 8.68% |
| SUPER MICRO COMPUTER INC 5.01% | Micron Technology Inc 8.07% |
| EXTREME NETWORKS 3.46% | Broadcom Inc 7.34% |
| CALIX NETWORKS 2.74% | Samsung Electronics Co Ltd 6.90% |
| ERICSSON SPONSORED ADR REPRESENTIN 2.35% | SK hynix Inc 4.35% |
| A10 NETWORKS 1.95% | Intel Corp 4.13% |
| VISTANCE NETWORKS INC 1.51% | Palo Alto Networks Inc 3.04% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 17, 2026 and Sep 19, 2026.
Performance, window by window
| Window | Total return | vs the S&P 500 | vs the Nasdaq-100 | |||
|---|---|---|---|---|---|---|
| IDGT | KNCT | IDGT | KNCT | IDGT | KNCT | |
| 3 months | −7.6% | −6.3% | −9.9 pts | −8.5 pts | −5.2 pts | −3.8 pts |
| 6 months | +18.9% | +43.0% | +0.9 pts | +25.0 pts | −5.3 pts | +18.8 pts |
| 1 year | +30.9% | +60.7% | +14.4 pts | +44.1 pts | +9.2 pts | +38.9 pts |
| 3 years | +84.7% | +164.8% | +6.3 pts | +86.4 pts | −13.5 pts | +66.7 pts |
| Since launch | +370.1% | +1110.4% | −433.4 pts | +306.9 pts | −1320.1 pts | −579.8 pts |
| IDGT iShares U.S. Digital Infrastructure and Real Estate ETF Holds 31 stocks in digital infrastructure and data centers, 33% of its weight in S&P 500 companies | KNCT Invesco Next Gen Connectivity ETF Holds 116 stocks in digital infrastructure and data centers, 64% of its weight in S&P 500 companies | |
|---|---|---|
| Issuer | iShares | Invesco |
| Theme | Digital infrastructure and data centers | Digital infrastructure and data centers |
| In the S&P 500 | 32.9% | 64.1% |
| Active share vs the S&P 500 | 98.4% | 81.7% |
| In the Nasdaq-100 | 8.9% | 48.5% |
| Holdings | 31 | 116 |
| Top ten, share of the fund | 65.0% | 58.0% |
| Expense ratio | 0.37% | 0.40% |
| Fee for the differing part | 0.38% | 0.49% |
| Total return, 1 year | +30.9% | +60.7% |
| vs the S&P 500 | +14.4 pts | +44.1 pts |
| vs the Nasdaq-100 | +9.2 pts | +38.9 pts |
| Below its high | −13.6% | −8.2% |
| Net assets | $514m | $160m |
IDGT in plain words
By weight, 33% of IDGT's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 98%. The top ten holdings are 65% of the fund across 31 positions, as published by its issuer for Sep 17, 2026. Over the year to Sep 18, 2026 the fund returned +30.9% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 14.4 pts. It sits 13.6% below its all-time high of Jun 2, 2026.
KNCT in plain words
By weight, 64% of KNCT's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 82%. The top ten holdings are 58% of the fund across 116 positions, as published by its issuer for Sep 19, 2026. Over the year to Sep 18, 2026 the fund returned +60.7% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 44.1 pts. It sits 8.2% below its all-time high of Jun 2, 2026.
Questions people ask
- Do IDGT and KNCT hold the same stocks?
- By their latest filings, 13% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
- Which is more different from the S&P 500, IDGT or KNCT?
- IDGT has 33% of its weight in S&P 500 names and KNCT has 64%, so IDGT differs more from the index.
- Which is cheaper, IDGT or KNCT?
- IDGT charges 0.37% a year and KNCT charges 0.40%, so IDGT is cheaper. Fees come from each fund's prospectus.
Other comparisons
Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, IDGT against KNCT, data as of Sep 18, 2026. https://etfiq.com/compare/themes/idgt-vs-knct Free to use with attribution; the underlying files are at Open data.