Key Takeaways Cannabis ETFs surged on optimism around potential U.S. marijuana reclassification reforms.Precious metals ETFs gained as silver, gold and platinum prices climbed on supply concerns.Space and health care ETFs advanced on sector-specific growth drivers.Wall Street was upbeat last week. The S&P 500 lost 0.6%, the Dow Jones advanced 1.1% and the Nasdaq retreated about 1.6% last week. The tech stocks were beaten down, taking a toll on the Nasdaq-100 as well as the S&P 500. Roundhill Magnificent Sev ...

Core Insights - The Vanguard Information Technology ETF (VGT) and State Street Technology Select Sector SPDR ETF (XLK) both focus on U.S. technology companies, with VGT having a larger asset base and more holdings, while XLK has outperformed VGT in recent returns and is slightly cheaper [2][11]. Cost & Size - Both ETFs are similarly priced with modest yields; XLK has a lower expense ratio of 0.08% compared to VGT's 0.09% [4][5]. - As of December 15, 2025, XLK has a total asset under management (AUM) of $92.8 billion, while VGT has $130.0 billion [5]. Performance & Risk Comparison - Over the past year, XLK has returned 21.49%, outperforming VGT's 18.28% [5]. - The maximum drawdown over five years for XLK is -33.55%, while VGT's is -35.08% [6]. - A $1,000 investment in XLK would have grown to $2,319 over five years, compared to $2,222 for VGT [6]. Portfolio Holdings - VGT holds over 320 stocks, with significant allocations to Nvidia, Apple, and Microsoft, making it one of the largest sector ETFs with $138.0 billion in AUM [7][9]. - XLK is more concentrated with around 70 holdings and nearly 99% sector exposure, also heavily invested in Nvidia, Apple, and Microsoft [8][9]. Investment Implications - Both ETFs have shown strong performance compared to the S&P 500, with XLK having a slight edge in returns and expense ratio, making it a potentially more attractive option for investors focused on technology [11].