Technology Select Sector SPDR ETF (XLK)

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Should You Invest in the iShares Expanded Tech Sector ETF (IGM)?
ZACKS· 2025-09-02 11:21
Core Viewpoint - The iShares Expanded Tech Sector ETF (IGM) offers broad exposure to the Technology - Broad segment of the equity market, appealing to both institutional and retail investors due to its low cost and transparency [1][2]. Group 1: ETF Overview - IGM is a passively managed ETF launched on March 13, 2001, with assets exceeding $8.63 billion, making it one of the largest ETFs in its category [1][3]. - The ETF aims to match the performance of the S&P North American Technology Sector Index, which includes North American equities in technology and select equities from communication services and consumer discretionary sectors [3][4]. Group 2: Costs and Performance - The annual operating expenses for IGM are 0.39%, positioning it as a cost-effective option in the ETF space, with a 12-month trailing dividend yield of 0.22% [5]. - The ETF has gained approximately 14.96% year-to-date and 26.17% over the past year, with a trading range between $79.8 and $119.02 in the last 52 weeks [8]. Group 3: Sector Exposure and Holdings - IGM has a significant allocation of about 76.3% in the Information Technology sector, followed by Telecom [6]. - Nvidia Corp (NVDA) constitutes about 9.8% of total assets, with the top 10 holdings accounting for approximately 58.28% of total assets under management [7]. Group 4: Risk and Alternatives - The ETF has a beta of 1.27 and a standard deviation of 24.75% over the trailing three-year period, indicating a medium risk profile [8]. - IGM holds a Zacks ETF Rank of 2 (Buy), suggesting it is a favorable option for investors seeking exposure to the Technology ETFs segment [9].
Should You Invest in the First Trust Technology AlphaDEX ETF (FXL)?
ZACKS· 2025-09-01 11:21
Looking for broad exposure to the Technology - Broad segment of the equity market? You should consider the First Trust Technology AlphaDEX ETF (FXL) , a passively managed exchange traded fund launched on May 8, 2007.Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors.Investor-friendly, sector ETFs provide many options to gain low risk an ...
Is Invesco S&P 500 Equal Weight Technology ETF (RSPT) a Strong ETF Right Now?
ZACKS· 2025-08-28 11:21
Core Viewpoint - The Invesco S&P 500 Equal Weight Technology ETF (RSPT) offers a smart beta investment strategy that provides broad exposure to the technology sector, aiming to outperform traditional market cap weighted ETFs [1][5]. Group 1: Fund Overview - RSPT was launched on November 1, 2006, and has accumulated over $3.68 billion in assets, making it one of the larger ETFs in the technology category [1][5]. - The ETF seeks to match the performance of the S&P 500 Equal Weight Information Technology Index, which equally weights stocks in the information technology sector [5]. Group 2: Cost and Performance - RSPT has an annual operating expense ratio of 0.40% and a 12-month trailing dividend yield of 0.20%, positioning it as one of the cheaper options in the market [6]. - The ETF has gained approximately 11.74% and was up about 13.37% year-to-date as of August 28, 2025, with a trading range between $29.52 and $42.09 over the past 52 weeks [9]. Group 3: Holdings and Sector Exposure - RSPT's portfolio is entirely allocated to the Information Technology sector, with Arista Networks Inc (ANET) making up about 2.09% of total assets, followed by Advanced Micro Devices Inc (AMD) and Oracle Corp (ORCL) [7][8]. - The top 10 holdings constitute approximately 18.88% of total assets under management [8]. Group 4: Risk and Diversification - The ETF has a beta of 1.22 and a standard deviation of 23.23% over the trailing three-year period, indicating a higher level of volatility compared to the market [10]. - With around 70 holdings, RSPT effectively diversifies company-specific risk [10]. Group 5: Alternatives - Other ETFs in the technology space include the Technology Select Sector SPDR ETF (XLK) and the Vanguard Information Technology ETF (VGT), which have significantly larger asset bases of $84.48 billion and $100.19 billion, respectively [12]. - XLK has a lower expense ratio of 0.08%, while VGT charges 0.09% [12].
Should You Invest in the Invesco S&P SmallCap Information Technology ETF (PSCT)?
ZACKS· 2025-08-20 11:21
Core Insights - The Invesco S&P SmallCap Information Technology ETF (PSCT) is a passively managed ETF launched on April 7, 2010, providing broad exposure to the Technology - Broad segment of the equity market [1] - Sector ETFs like PSCT offer low risk and diversified exposure to a group of companies within specific sectors, with Technology - Broad currently ranked 5th among 16 Zacks sectors [2] Fund Overview - PSCT is sponsored by Invesco and has assets exceeding $262.51 million, positioning it as an average-sized ETF aiming to match the performance of the S&P SmallCap 600 Capped Information Technology Index [3] - The ETF's annual operating expenses are 0.29%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 0.02% [4] Holdings and Sector Exposure - The ETF is fully allocated to the Information Technology sector, with Qorvo Inc (QRVO) representing approximately 4.62% of total assets, followed by Badger Meter Inc (BMI) and Sandisk Corp/de (SNDK) [5] - The top 10 holdings constitute about 34.02% of total assets under management [6] Performance Metrics - As of August 20, 2025, PSCT has experienced a loss of about 2.78% year-to-date and is down approximately 1% over the past year, with a trading range between $34.03 and $51.53 in the last 52 weeks [7] - The ETF has a beta of 1.20 and a standard deviation of 26.56% over the trailing three-year period, indicating a higher risk profile [7] Investment Alternatives - PSCT holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns, expense ratio, and momentum, making it a strong option for investors seeking exposure to Technology ETFs [8] - Other alternatives in the space include the Technology Select Sector SPDR ETF (XLK) with $83.62 billion in assets and an expense ratio of 0.08%, and the Vanguard Information Technology ETF (VGT) with $98.55 billion in assets and an expense ratio of 0.09% [9]
Should You Invest in the SPDR NYSE Technology ETF (XNTK)?
ZACKS· 2025-08-19 11:21
Core Viewpoint - The SPDR NYSE Technology ETF (XNTK) is a passively managed ETF that provides broad exposure to the Technology - Broad segment of the equity market, appealing to both institutional and retail investors due to its low cost and tax efficiency [1][2]. Group 1: Fund Overview - XNTK was launched on September 25, 2000, and has accumulated over $1.24 billion in assets, making it one of the larger ETFs in its category [1][3]. - The ETF aims to match the performance of the NYSE Technology Index, which includes 35 leading U.S.-listed technology companies [3]. Group 2: Costs and Performance - The annual operating expense ratio for XNTK is 0.35%, positioning it as one of the least expensive options in the ETF space [4]. - The ETF has a 12-month trailing dividend yield of 0.32% [4]. - Year-to-date, XNTK has gained approximately 20.99%, and it is up about 28.52% over the past year, with a trading range between $164.461 and $246.83 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation of about 70.6% in the Information Technology sector, with Consumer Discretionary and Telecom as the next largest sectors [5]. - Palantir Technologies Inc A (PLTR) constitutes around 5% of total assets, followed by Uber Technologies Inc (UBER) and Netflix Inc (NFLX), with the top 10 holdings making up approximately 34.69% of total assets [6]. Group 4: Alternatives and Rankings - XNTK holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected returns and momentum [8]. - Other alternatives in the technology ETF space include the Technology Select Sector SPDR ETF (XLK) and the Vanguard Information Technology ETF (VGT), which have significantly larger asset bases of $85.15 billion and $100.28 billion, respectively [9].
Should You Invest in the Fidelity MSCI Information Technology Index ETF (FTEC)?
ZACKS· 2025-08-18 11:20
Core Viewpoint - The Fidelity MSCI Information Technology Index ETF (FTEC) is a passively managed ETF that provides broad exposure to the Technology sector, appealing to both retail and institutional investors due to its low costs and tax efficiency [1][3]. Group 1: ETF Overview - FTEC was launched on October 21, 2013, and has accumulated over $15.05 billion in assets, making it one of the largest ETFs in the Technology sector [3]. - The ETF aims to match the performance of the MSCI USA IMI Information Technology Index, which reflects the U.S. information technology sector [3]. Group 2: Costs and Performance - FTEC has an annual operating expense ratio of 0.08%, positioning it as one of the least expensive options in the market, with a 12-month trailing dividend yield of 0.43% [4]. - Year-to-date, FTEC has increased by approximately 12.84%, and over the last 12 months, it has risen by about 23.07% [7]. Group 3: Sector Exposure and Holdings - The ETF is heavily concentrated in the Information Technology sector, with about 99.9% of its portfolio allocated to this sector [5]. - Nvidia Corp (NVDA) constitutes around 17.21% of total assets, followed by Microsoft Corp (MSFT) and Apple Inc (AAPL), with the top 10 holdings making up about 59.54% of total assets [6]. Group 4: Risk and Alternatives - FTEC has a beta of 1.25 and a standard deviation of 24.87% over the trailing three-year period, indicating a medium risk profile [7]. - The ETF holds a Zacks ETF Rank of 1 (Strong Buy), suggesting strong expected returns based on various factors [8].
Should You Invest in the Invesco Dorsey Wright Technology Momentum ETF (PTF)?
ZACKS· 2025-08-13 11:21
Looking for broad exposure to the Technology - Broad segment of the equity market? You should consider the Invesco Dorsey Wright Technology Momentum ETF (PTF) , a passively managed exchange traded fund launched on October 12, 2006. While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency. Sector ETFs also provide investors access to a broad group of companies ...
Should You Invest in the Vanguard Information Technology ETF (VGT)?
ZACKS· 2025-08-13 11:21
Core Viewpoint - The Vanguard Information Technology ETF (VGT) is a leading passively managed ETF that offers broad exposure to the Technology sector, making it an attractive option for both institutional and retail investors due to its low costs and tax efficiency [1][3]. Group 1: ETF Overview - Launched on January 26, 2004, VGT aims to match the performance of the MSCI US Investable Market Information Technology 25/50 Index [1][3]. - VGT has accumulated over $100.82 billion in assets, making it the largest ETF in the Technology - Broad segment [3]. - The ETF has an annual operating expense ratio of 0.09%, positioning it as one of the least expensive options in the market [5]. Group 2: Sector Exposure and Holdings - VGT is heavily concentrated in the Information Technology sector, with approximately 99.9% of its portfolio allocated to this sector [6]. - The top holdings include Nvidia Corp (NVDA) at about 16.75%, followed by Microsoft Corp (MSFT) and Apple Inc (AAPL) [7]. Group 3: Performance Metrics - As of August 13, 2025, VGT has gained approximately 13.78% year-to-date and 31.72% over the past year [8]. - The ETF has traded between $470.37 and $706.07 in the last 52 weeks, indicating significant price movement [8]. - VGT has a beta of 1.25 and a standard deviation of 24.78% over the trailing three-year period, categorizing it as a medium-risk investment [8]. Group 4: Alternatives and Rankings - VGT holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors [9]. - Other alternatives in the technology ETF space include iShares U.S. Technology ETF (IYW) and Technology Select Sector SPDR ETF (XLK), with respective assets of $23.33 billion and $85.64 billion [10].
Should You Invest in the iShares U.S. Technology ETF (IYW)?
ZACKS· 2025-08-12 11:21
Core Insights - The iShares U.S. Technology ETF (IYW) is a passively managed ETF launched on May 15, 2000, providing broad exposure to the Technology - Broad segment of the equity market [1] - The ETF has gained popularity among retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1] Fund Overview - Sponsored by Blackrock, IYW has amassed over $23.04 billion in assets, making it one of the largest ETFs in the Technology - Broad segment [3] - The ETF aims to match the performance of the Dow Jones U.S. Technology Index before fees and expenses [3] Sector and Holdings - The ETF has a significant allocation of approximately 88.9% in the Information Technology sector, with Telecom and Industrials following [6] - Nvidia Corp (NVDA) constitutes about 16.1% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings; the top 10 holdings represent about 64.28% of total assets [7] Performance Metrics - Year-to-date, IYW has increased by roughly 14.76%, and it is up about 31.94% over the last 12 months as of August 12, 2025 [8] - The ETF has traded between $122.57 and $183.92 in the past 52 weeks, with a beta of 1.24 and a standard deviation of 25.46% for the trailing three-year period, indicating medium risk [8] Cost Structure - The annual operating expenses for IYW are 0.39%, making it one of the cheaper options in the ETF space, with a 12-month trailing dividend yield of 0.18% [5] Alternatives - Other ETFs in the technology sector include the Technology Select Sector SPDR ETF (XLK) with $84.55 billion in assets and an expense ratio of 0.08%, and the Vanguard Information Technology ETF (VGT) with $99.45 billion in assets and an expense ratio of 0.09% [11]
Is First Trust NASDAQ-100-Technology Sector ETF (QTEC) a Strong ETF Right Now?
ZACKS· 2025-08-11 11:21
Core Viewpoint - The First Trust NASDAQ-100-Technology Sector ETF (QTEC) is a smart beta ETF designed to provide broad exposure to the technology sector, with a focus on outperforming traditional market cap weighted indexes [1][5]. Fund Overview - QTEC was launched on April 19, 2006, and is managed by First Trust Advisors, accumulating over $2.67 billion in assets, making it one of the larger ETFs in the technology sector [1][5]. - The fund aims to match the performance of the NASDAQ-100 Technology Sector Index, which is an equal-weighted index based on technology securities from the NASDAQ-100 Index [5]. Cost Structure - QTEC has annual operating expenses of 0.55%, which is competitive within its peer group [6]. Sector Exposure and Holdings - The ETF has a significant allocation in the Information Technology sector, comprising approximately 86.6% of the portfolio, with Telecom and Consumer Discretionary as the next largest sectors [7]. - Datadog, Inc. (class A) (DDOG) is the largest holding at about 2.57% of total assets, with the top 10 holdings accounting for approximately 23.9% of total assets under management [8]. Performance Metrics - Year-to-date, QTEC has returned roughly 12.71%, and it is up approximately 19.06% over the last 12 months as of August 11, 2025 [10]. - The ETF has traded between $149.56 and $218.81 in the past 52 weeks, with a beta of 1.25 and a standard deviation of 28.20% over the trailing three-year period, indicating higher risk compared to peers [10]. Alternatives - Other ETFs in the technology sector include the Technology Select Sector SPDR ETF (XLK) and the Vanguard Information Technology ETF (VGT), which have significantly larger asset bases of $84.79 billion and $99.8 billion, respectively [12]. - XLK has a lower expense ratio of 0.08%, while VGT charges 0.09% [12].