This study aims to establish whether connectives can create referential expectations in discourse, and, if so, what these expectations are based on: connective semantics or frequency distributions in language use. This was tested by comparing the processing of the connectives "and" and "but" in Dutch and Russian by means of an eye-tracking experiment using the visual world paradigm. A corpus study showed that in terms of frequency distributions, the Russian connectives are very similar to the Dutch connectives ("and" more often introduces reference maintenance and "but" more often introduces reference shift). In terms of semantics, the two languages are different, because only the Russian connectives are specified for maintenance/shift. The experimental results indicate that only Russian connectives are informative about referential development of discourse. Irrespective of frequency distributions, connectives are only used as processing instructions for referential development if reference maintenance or shift is specified in their semantics.