KNCT vs SPGM: holdings overlap, shared companies and scores
As of October 9, 2026, KNCT and SPGM overlap 12.5% by weight. Invesco Next Gen Connectivity ETF (KNCT): Global connectivity technology companies. State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM): Total global equity market.
Updated October 9, 2026
Where KNCT and SPGM trade against their own history
KNCT trades at 19.9 times earnings, against its own median of 26.6, and is cheaper than 95% of its own 105 monthly readings since 2017.
SPGM trades at 20.4 times earnings, against its own median of 19.8, and is more expensive than 56% of its own 86 monthly readings since 2019.
What moved KNCT this week
KNCT fell 1.7% in the week to October 9, 2026. The holdings that moved it most were Intel (−12.3%), SK Hynix (−8.3%) and Micron Technology (−4.3%); Cisco Systems (+5.5%) pushed the other way.
What do KNCT and SPGM each hold?
What's inside KNCT: Tech 86%, Semiconductors 41%.
58% of KNCT is its ten largest holdings.
What's inside SPGM: Tech 35%, Magnificent 7 20%.
23% of SPGM is its ten largest holdings.
How much do KNCT and SPGM overlap? 12.5% by weight
As of October 9, 2026, KNCT and SPGM overlap 12.5% by weight.
96% of KNCT is already inside SPGM.
13% of SPGM is already inside KNCT.
KNCT holds 100 companies and SPGM holds 2,869; 83 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score KNCT and SPGM? 8.0 and 6.3 out of 10
As of October 9, 2026, ETF Copilot scores KNCT 8.0 out of 10 and SPGM 6.3 out of 10.
They differ most on Value: KNCT 8.4 and SPGM 3.5.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | KNCT | SPGM |
|---|---|---|
| Growth | 9.7 | 6.4 |
| Value | 8.4 | 3.5 |
| Risk | 2.2 | 6.8 |
| Quality | 8.5 | 7.1 |
| Return | 9.6 | 7.0 |
SPGM is the cheaper of the two at 0.09% a year
As of October 9, 2026, KNCT charges 0.40% a year, yields 0.80% and holds $165M in assets across 100 positions.
As of October 9, 2026, SPGM charges 0.09% a year, yields 1.77% and holds $1.8B in assets across 2869 positions.
| Measure | KNCT | SPGM |
|---|---|---|
| Expense ratio | 0.40% | 0.09% |
| Dividend yield | 0.80% | 1.77% |
| Assets under management | $165M | $1.8B |
| Holdings | 100 | 2869 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “KNCT vs SPGM holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/knct-vs-spgm
- Invesco Next Gen Connectivity ETF (KNCT)
- State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM)
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