Data as of .
KNCT vs SNSR: which is really different?
KNCT and SNSR hold 6% of their weight in the same names, and KNCT returned more over the year.
ETFIQ Off-Index Score: SNSR 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
6% of the two portfolios are the same securities at the same weight.
What they hold in common
By the books each fund has filed, KNCT and SNSR hold 6% of their money in the same securities at the same weight.
| Holding | KNCT | SNSR |
|---|---|---|
| Cisco Systems Inc | 4.00% | 2.22% |
| QUALCOMM Inc | 1.76% | 2.10% |
| International Business Machines Corp | 1.34% | 1.45% |
| Lattice Semiconductor Corp | 0.16% | 5.04% |
| Rambus Inc | 0.10% | 3.13% |
| GLOBALFOUNDRIES Inc | 0.06% | 0.61% |
| Only in KNCT | Only in SNSR |
|---|---|
| Apple Inc 9.00% | STMICROELECTRONICS NV 7.29% |
| Taiwan Semiconductor Manufacturing Co Lt 8.68% | ADVANTECH CO LTD 6.25% |
| Micron Technology Inc 8.07% | DEXCOM INC 6.14% |
| Broadcom Inc 7.34% | GARMIN LTD 5.54% |
| Samsung Electronics Co Ltd 6.90% | SAMSARA INC-CL A 4.70% |
| SK hynix Inc 4.35% | SKYWORKS SOLUTIONS INC 4.43% |
| Intel Corp 4.13% | MEDIATEK INC 4.29% |
| Palo Alto Networks Inc 3.04% | SILICON LABORATORIES INC 2.41% |
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 18, 2026 and Sep 19, 2026.
Performance, window by window
| Window | Total return | vs the S&P 500 | vs the Nasdaq-100 | |||
|---|---|---|---|---|---|---|
| KNCT | SNSR | KNCT | SNSR | KNCT | SNSR | |
| 3 months | −6.3% | −7.0% | −8.5 pts | −9.3 pts | −3.8 pts | −4.5 pts |
| 6 months | +43.0% | +28.6% | +25.0 pts | +10.5 pts | +18.8 pts | +4.3 pts |
| 1 year | +60.7% | +20.3% | +44.1 pts | +3.8 pts | +38.9 pts | −1.4 pts |
| 3 years | +164.8% | +54.8% | +86.4 pts | −23.6 pts | +66.7 pts | −43.3 pts |
| Since launch | +1110.4% | +237.8% | +306.9 pts | −80.5 pts | −579.8 pts | −320.6 pts |
| KNCT Invesco Next Gen Connectivity ETF Holds 116 stocks in digital infrastructure and data centers, 64% of its weight in S&P 500 companies | SNSR Global X Internet of Things ETF Holds 74 stocks in digital infrastructure and data centers, 27% of its weight in S&P 500 companies | |
|---|---|---|
| Issuer | Invesco | Global X |
| Theme | Digital infrastructure and data centers | Digital infrastructure and data centers |
| In the S&P 500 | 64.1% | 27.4% |
| Active share vs the S&P 500 | 81.7% | 98.1% |
| In the Nasdaq-100 | 48.5% | 13.0% |
| Holdings | 116 | 74 |
| Top ten, share of the fund | 58.0% | 49.2% |
| Expense ratio | 0.40% | 0.68% |
| Fee for the differing part | 0.49% | 0.69% |
| Total return, 1 year | +60.7% | +20.3% |
| vs the S&P 500 | +44.1 pts | +3.8 pts |
| vs the Nasdaq-100 | +38.9 pts | −1.4 pts |
| Below its high | −8.2% | −11.4% |
| Net assets | $160m | $209m |
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.
SNSR in plain words
By weight, 27% of SNSR'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 49% of the fund across 74 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +20.3% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 3.8 pts. It sits 11.4% below its all-time high of Jun 2, 2026.
Questions people ask
- Do KNCT and SNSR hold the same stocks?
- By their latest filings, 6% 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, KNCT or SNSR?
- KNCT has 64% of its weight in S&P 500 names and SNSR has 27%, so SNSR differs more from the index.
- Which is cheaper, KNCT or SNSR?
- KNCT charges 0.40% a year and SNSR charges 0.68%, so KNCT 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, KNCT against SNSR, data as of Sep 18, 2026. https://etfiq.com/compare/themes/knct-vs-snsr Free to use with attribution; the underlying files are at Open data.