# Digital infrastructure ETFs: 9 funds, largest first

> ETFIQ covers 9 digital infrastructure ETFs. The largest are DTCR ($2.1bn) and UFOX ($819m); fees run 0.30% to 0.84%, as of Oct 12 to 26, 2026.

Data as of Oct 27, 2026. Rebuilt every trading night.

Data as of Oct 27, 2026 .

## Digital infrastructure ETFs

See every digital infrastructure ETF by what it holds, not by its name. Funds that hold data centre owners, tower and fibre operators, and the 5G and connected device companies that use them. 9 funds, largest first. Updated Oct 27, 2026. The typical fund carries 62% of its weight in S&P 500 stocks, the 4th most of the 53 themes with holdings on file.

9 US listed digital infrastructure ETFs

$2.1bn The largest, DTCR

0.30% The cheapest, UFOX

+44.7% Best one year, KNCT

### The short answers

Least like the S&P 500 SNSR , Global X Internet of Things ETF, 27.7% of its weight in S&P 500 companies. Closest pair DTCR and SRVR , 50% of their weight in the same companies.

### What these funds actually own

Between them the 9 funds' ten largest holdings name 75 companies, of which 14 appear in more than one. Apple Inc is among the ten largest of 3 of them, at an average of 5.4% of the fund.

| Company | Among the ten largest of | Average weight where it is | Largest, and in which fund |
| --- | --- | --- | --- |
| Apple Inc AAPL | 3 of 9 | 5.4% | 8.8% in KNCT |
| AMERICAN TOWER REIT AMT | 2 of 9 | 12.5% | 15.1% in SRVR |
| EQUINIX REIT EQIX | 2 of 9 | 12.2% | 15.7% in SRVR |
| DIGITAL REALTY TRUST REIT DLR | 2 of 9 | 10.5% | 16.7% in SRVR |
| Micron Technology Inc MU | 2 of 9 | 7.5% | 7.8% in KNCT |
| Broadcom Inc AVGO | 2 of 9 | 6.2% | 7.6% in KNCT |
| SBA COMMUNICATIONS REIT CORP CLASS SBAC | 2 of 9 | 6.0% | 7.7% in IDGT |
| CROWN CASTLE INC CCI | 2 of 9 | 5.4% | 6.7% in IDGT |
| Nvidia Corp NVDA | 2 of 9 | 4.9% | 5.0% in UFOX |
| Intel Corp INTC | 2 of 9 | 4.6% | 5.0% in WUGI |
| Marvell Technology Inc MRVL | 2 of 9 | 4.0% | 5.8% in WUGI |
| Cisco Systems Inc CSCO | 2 of 9 | 3.8% | 4.0% in KNCT |
| Arista Networks Inc ANET | 2 of 9 | 3.2% | 4.2% in IDGT |
| Skyworks Solutions Inc SWKS | 2 of 9 | 2.5% | 2.7% in NXTG |
| EQUINIX, INC. | 1 of 9 | 12.2% | 12.2% in DTCR |

The 15 most widely held of 75. Each row counts the ten largest holdings of each fund, so a fund missing from a row may still hold that company lower down. Weights are of the funds that name it, not of the theme.

### The 9 largest digital infrastructure ETFs

ETFIQ covers 9 digital infrastructure ETFs. The largest are DTCR ( $2.1bn ), UFOX ( $819m ) and NXTG ( $544m ); fees run 0.30% to 0.84% , as of Oct 12 to 26, 2026 .

- DTCR Global X Data Center & Digital Infrastructure ETF $2.1bn 0.50%

- UFOX Defiance Space and Connective Tech ETF $819m 0.30%

- NXTG First Trust Indxx NextG ETF $544m 0.70%

- IDGT iShares U.S. Digital Infrastructure and Real Estate ETF $500m 0.37%

- SRVR Pacer Data & Infrastructure Real Estate ETF $287m 0.49%

- SNSR Global X Internet of Things ETF $206m 0.68%

- KNCT Invesco Next Gen Connectivity ETF $152m 0.40%

- RACK VanEck Data Center Supply Chain ETF $68m 0.50%

- WUGI AXS Esoterica NextG Economy ETF $31m 0.84%

| Ticker | Fund | Issuer | Net assets | In the S&P 500 | Active share | Total return 1Y | vs its benchmark 1Y | Fee |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| DTCR | Global X Data Center & Digital Infrastructure ETF | Global X | $2.1bn | 67.0% | 90.8% | +16.5% | not measured | 0.50% |
| UFOX | Defiance Space and Connective Tech ETF | Defiance | $819m | 51.8% | 82.7% | +24.2% | not measured | 0.30% |
| NXTG | First Trust Indxx NextG ETF | First Trust | $544m | 38.3% | 87.8% | +38.9% | +25.8 pts vs ACWI | 0.70% |
| IDGT | iShares U.S. Digital Infrastructure and Real Estate ETF | iShares | $500m | 32.6% | 98.4% | +26.4% | not measured | 0.37% |
| SRVR | Pacer Data & Infrastructure Real Estate ETF | Pacer | $287m | 62.5% | 98.5% | −8.8% | −22.4 pts vs VOO | 0.49% |
| SNSR | Global X Internet of Things ETF | Global X | $206m | 27.7% | 97.7% | +19.0% | not measured | 0.68% |
| KNCT | Invesco Next Gen Connectivity ETF | Invesco | $152m | 66.2% | 81.7% | +44.7% | not measured | 0.40% |
| RACK | VanEck Data Center Supply Chain ETF | VanEck | $68m | 79.0% | 84.3% | first traded 147 days ago | · | 0.50% |
| WUGI | AXS Esoterica NextG Economy ETF | AXS | $31m | 75.0% | 75.2% | +8.6% | −5.0 pts vs VOO | 0.84% |

### How much of each pair is the same fund

The closest pair is DTCR and SRVR , which hold 50% of their weight in the same companies. The furthest apart is DTCR and SNSR at 0%. The middle pair of the 36 is 13%.

| | DTCR | UFOX | NXTG | IDGT | SRVR | SNSR | KNCT | RACK | WUGI |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| DTCR | · | 10% | 18% | 12% | 50% | 0% | 23% | 16% | 21% |
| UFOX | 10% | · | 23% | 25% | 5% | 9% | 33% | 21% | 17% |
| NXTG | 18% | 23% | · | 14% | 7% | 14% | 27% | 14% | 11% |
| IDGT | 12% | 25% | 14% | · | 32% | 5% | 13% | 6% | 3% |
| SRVR | 50% | 5% | 7% | 32% | · | 1% | 3% | 7% | 1% |
| SNSR | 0% | 9% | 14% | 5% | 1% | · | 6% | 5% | 2% |
| KNCT | 23% | 33% | 27% | 13% | 3% | 6% | · | 21% | 31% |
| RACK | 16% | 21% | 14% | 6% | 7% | 5% | 21% | · | 30% |
| WUGI | 21% | 17% | 11% | 3% | 1% | 2% | 31% | 30% | · |

Weight overlap adds the smaller of the two weights for every company both funds hold. Funds with a cut-short book are left out, not compared short.

### What each fund holds alone

| Fund | Largest holding it alone has | Weight | All of its own names |
| --- | --- | --- | --- |
| DTCR | APPLIED DIGITAL CORPORATION | 4.5% | 5.7% |
| UFOX | Rocket Lab Corp RKLB | 2.0% | 20.0% |
| NXTG | HCL Technologies Limited HCLT.IS | 1.7% | 30.7% |
| IDGT | FASTLY CLASS A FSLY | 8.3% | 9.5% |
| SRVR | Fermi Inc FRMI | 1.1% | 18.7% |
| SNSR | DEXCOM, INC. | 4.7% | 48.4% |
| KNCT | Palo Alto Networks Inc PANW | 3.5% | 14.6% |
| RACK | Public Service Enterprise Group Inc | 4.0% | 19.9% |
| WUGI | APPLIED MATERIALS INC AMAT | 5.8% | 34.5% |

### Questions people ask

How many digital infrastructure ETFs are there? ETFIQ covers 9 US listed digital infrastructure ETFs as of Oct 27, 2026. That is every one it can measure from the fund’s own published holdings. What is the largest digital infrastructure ETF? DTCR , Global X Data Center & Digital Infrastructure ETF, at $2.1bn in net assets as of Oct 12, 2026, the largest of the 9 digital infrastructure ETFs with a published size. What is the cheapest digital infrastructure ETF? UFOX , Defiance Space and Connective Tech ETF, at 0.30% a year by its prospectus filed Jun 30, 2026, the lowest fee of the 9 digital infrastructure ETFs that publish one. Which digital infrastructure ETF has performed best over the past year? KNCT , Invesco Next Gen Connectivity ETF, at +44.7% total return over the year to Oct 27, 2026, the highest of the 8 digital infrastructure ETFs with a full year of trading behind them. Past returns do not predict future ones. What do digital infrastructure ETFs hold? Funds that hold data centre owners, tower and fibre operators, and the 5G and connected device companies that use them. Between them the 9 digital infrastructure ETFs ETFIQ can read name 75 companies in their ten largest holdings, by holdings dated May 31, 2026 to Oct 26, 2026, most widely Apple Inc, which is among the ten largest of 3 of them. Do digital infrastructure ETFs hold the same companies? It depends which two. Across the 36 pairs of the 9 digital infrastructure ETFs with a full published book, by holdings dated May 31, 2026 to Oct 26, 2026, DTCR and SRVR hold 50% of their weight in the same companies, DTCR and SNSR hold 0%, and the middle pair holds 13%. Two funds sold on one theme are not the same fund.

### What the issuers say about this theme

The issuers behind these digital infrastructure funds publish their own work on this theme. These are their pages and words, not ETFIQ’s. A fund company writing about a theme it sells is making a case.

| Issuer | What they publish | Kind |
| --- | --- | --- |
| Global X | Global X Insights, including The Next Big Theme | Their research index |
| Defiance | Defiance Insights | Their research index |
| First Trust | First Trust Investment Insights | Their research index |
| iShares | iShares Portfolio Insights | Their research index |
| Invesco | Invesco insights | Their research index |
| VanEck | VanEck Insights | Their research index |

### Where to next

### Sources

Links are sources, not endorsements.

ETFIQ is an independent publisher and makes no recommendations. Standards and sources

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: ETFIQ, Digital infrastructure ETFs, data as of Oct 27, 2026. https://etfiq.com/themes/digital-infra
Licence: https://etfiq.com/license/ Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.
HTML: https://etfiq.com/themes/digital-infra