Core Insights - The Roundhill Investments - Generative AI & Technology ETF (CHAT) has shown higher recent returns and yield compared to the Vanguard Information Technology ETF (VGT), which is characterized by lower costs and a larger asset base [2][3] Cost & Size Comparison - CHAT has an expense ratio of 0.75% while VGT has a significantly lower expense ratio of 0.09% - As of January 23, 2026, CHAT's one-year return is 39.4% compared to VGT's 16.8% - CHAT offers a dividend yield of 2.7%, whereas VGT's yield is only 0.4% - VGT has assets under management (AUM) of $130.7 billion, while CHAT has $1.0 billion [4][5] Performance & Risk Comparison - Over a two-year period, the maximum drawdown for VGT is (27.23%) compared to CHAT's (31.35%) [6] Holdings Composition - CHAT focuses on generative artificial intelligence with 52 holdings, primarily in technology (85%), followed by communication services (9%) and consumer cyclical (6%). Major holdings include Alphabet, NVIDIA, and Microsoft [7] - VGT provides broader exposure with 310 holdings, predominantly in technology (98%), featuring top companies like NVIDIA, Apple, and Microsoft [8] Summary of Investment Profiles - CHAT has outperformed VGT in terms of one-year return and yield but comes with higher volatility and a steeper drawdown - CHAT is actively managed with an ESG screen, while VGT follows a passive management approach tracking a broad technology index - VGT offers greater diversification and a lower expense ratio, making it more suitable for long-term investors [9]

The Vanguard Information Technology ETF ( VGT ) is an excellent vehicle for investors wanting diversified exposure to the American AI trade. I say that because it is a relatively cost-efficient fund (0.09% expense fee) and because it has demonstrated a 10-year average annual returnMichael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can toler ...

Core Insights - Vanguard offers 103 ETFs, with 49 achieving double-digit total returns in the last 12 months and 88 generating positive returns, indicating strong overall performance [1] - The Vanguard International High Dividend Yield ETF (VYMI) is highlighted as a strong candidate for continued success, having delivered over 38% total return in the past year [2][4] - The Vanguard FTSE Europe ETF (VGK) and the Vanguard Communication Services ETF (VOX) are also noted for their strong performances, with returns of nearly 36% and over 26% respectively [5][6] Performance Highlights - VYMI's current price is $92.65, with a dividend yield of approximately 3.7%, primarily driven by share appreciation [3][4] - VGK closely follows VYMI in performance, making it a contender for 2026 [5] - VOX, focusing on the communications sector, has shown a total return of over 26% [6] Future Predictions - The Vanguard Information Technology ETF (VGT) is predicted to be the top performer in 2026, with significant holdings in major tech companies like Nvidia, Apple, Microsoft, and Broadcom, which together make up nearly 49.6% of the ETF [7][8] - Expectations for Nvidia and Broadcom are high due to anticipated growth in AI applications and sales of custom AI accelerators [9][10] - Apple is expected to achieve record revenue in late 2025, with the potential launch of AI-powered smart glasses serving as a catalyst for stock performance [11] Conclusion - The Vanguard Information Technology ETF is positioned to potentially deliver market-beating returns in 2026, making it a strong candidate among Vanguard funds [12]

Core Insights - Investing in index funds provides long-term market gains, with the market increasing by 75% over the past three years and approximately 12% annualized over the last 20 years [1] Group 1: Investment Strategies - Exchange-traded funds (ETFs) that track growth and tech stocks are safer alternatives to individual tech stocks and can significantly increase wealth, with a potential of nearly $700,000 from a $150 monthly investment in the Vanguard Information Technology ETF (VGT) over 30 years [2] - The IT ETF consists of over 300 components, offering healthy diversification and faster growth compared to a standard S&P 500 ETF, achieving the highest 10-year returns of any Vanguard ETF with an average annualized return exceeding 22% [3] Group 2: Historical Performance - Since its inception in 2004, the IT ETF has an average annualized gain of just over 14% across multiple market cycles [4] - A consistent investment of $150 monthly in the IT ETF, assuming it maintains a more realistic average return, could yield nearly $700,000 after 30 years, highlighting the potential of investing in this tech ETF [5]

Core Insights - The State Street SPDR NYSE Technology ETF (XNTK) is a passively managed ETF launched on September 25, 2000, providing broad exposure to the Technology - Broad segment of the equity market [1] - XNTK has gained popularity among retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency, making it suitable for long-term investment [1] Fund Overview - Sponsored by State Street Investment Management, XNTK has over $1.5 billion in assets, positioning it as one of the larger ETFs in the Technology - Broad segment [3] - The ETF aims to match the performance of the NYSE Technology Index, which includes 35 leading U.S.-listed technology companies [3] Cost Structure - XNTK has an annual operating expense ratio of 0.35%, making it one of the least expensive options in its category [4] - The ETF offers a 12-month trailing dividend yield of 0.24% [4] Sector Exposure and Holdings - The ETF has a significant allocation of approximately 72.3% in the Information Technology sector, with Consumer Discretionary and Telecom as the next largest sectors [5] - Palantir Technologies Inc A (PLTR) constitutes about 5.09% of total assets, with the top 10 holdings representing approximately 41.49% of total assets under management [6] Performance Metrics - Year-to-date, XNTK has returned roughly 38.67%, and it has increased approximately 37.21% over the last 12 months as of December 22, 2025 [7] - The ETF has traded between $164.461 and $294.46 in the past 52 weeks, with a beta of 1.31 and a standard deviation of 24.77% over the trailing three-year period [7] Investment Alternatives - XNTK holds a Zacks ETF Rank of 2 (Buy), indicating favorable expected asset class return, expense ratio, and momentum [8] - Other ETFs in the technology space include the State Street Technology Select Sector SPDR ETF (XLK) and the Vanguard Information Technology ETF (VGT), with XLK having $93.47 billion in assets and VGT $112.27 billion [10]

Core Insights - The Fidelity MSCI Information Technology Index ETF (FTEC) and the Vanguard Information Technology ETF (VGT) are both designed to provide broad exposure to the U.S. information technology sector, with slight differences in cost, size, and holdings [1][2]. Cost & Size Comparison - FTEC has a lower expense ratio of 0.08% compared to VGT's 0.09%, making it slightly more affordable for investors [3]. - VGT has a significantly larger Assets Under Management (AUM) of $130 billion versus FTEC's $16.7 billion, indicating greater liquidity [3][8]. - The one-year return for both ETFs is nearly identical, with FTEC at 21.66% and VGT at 21.65% [3]. Performance & Risk Metrics - The maximum drawdown over five years for FTEC is -34.95%, while VGT's is -35.08%, showing comparable risk levels [4]. - The growth of a $1,000 investment over five years would yield $2,181 for FTEC and $2,165 for VGT, indicating similar performance [4]. Holdings & Sector Exposure - VGT consists of 322 holdings, while FTEC has 288 holdings, providing VGT with a slight edge in diversification [5][6]. - Both ETFs primarily invest in technology stocks, with top holdings including Nvidia, Apple, and Microsoft [5][6]. - VGT has a higher allocation to Nvidia at 18.19% compared to FTEC's 16.61%, which could lead to different returns based on Nvidia's performance [9][10]. Summary of Differences - The main distinctions between FTEC and VGT lie in the number of holdings, AUM, and slight variations in the allocation of top holdings, while performance, risk, fees, and dividend yields are nearly identical [11].

Core Insights - The article compares two technology-focused ETFs: Roundhill Investments' Generative AI & Technology ETF (CHAT) and Vanguard Information Technology ETF (VGT), highlighting their distinct management styles and investment focuses [3][4]. Fund Characteristics - CHAT is actively managed, holds 47 stocks, and emphasizes an ESG screen, with 83% of its portfolio in technology and 11% in communication services [1][3]. - VGT is passively managed, contains 316 stocks, and is heavily weighted towards major tech companies, with 98% of its assets in technology [2][3]. Performance Comparison - Both funds have outperformed the S&P 500 over the past two years, with CHAT achieving a total return of 95% (CAGR of 39.9%) and VGT a total return of 58% (CAGR of 25.9%) [4][5]. - CHAT's narrower focus on AI leads to higher volatility and a greater beta value compared to VGT, which is more diversified and less volatile [5][7]. Cost Structure - CHAT has a higher expense ratio of 0.75%, resulting in $75 annual fees for a $10,000 investment, while VGT has a lower expense ratio of 0.09%, leading to $9 in annual fees [5][7]. Historical Context - VGT has a performance history dating back to 2004, providing over 20 years of data, while CHAT was launched in July 2023, lacking long-term performance evidence [6][7]. Investor Appeal - CHAT is suited for aggressive investors willing to pay higher fees for a focused investment in AI, while VGT appeals to long-term investors seeking broad tech exposure at a lower cost [7].

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].

Core Insights - The Vanguard Information Technology ETF (VGT) and the Fidelity MSCI Information Technology ETF (FTEC) provide similar exposure to the U.S. technology sector, but differ in scale and trading flexibility [1][2][9]. Summary by Category Cost and Size - VGT has an expense ratio of 0.09%, while FTEC is slightly lower at 0.08% [3] - As of December 11, 2025, VGT's one-year return is 23.06% compared to FTEC's 23.31% [3] - VGT has a significantly larger AUM of $130 billion compared to FTEC's $16.7 billion [3][9] Performance and Risk - Over five years, the max drawdown for FTEC is -34.95% and for VGT is -35.08% [4] - A $1,000 investment would grow to $2,313 in FTEC and $2,292 in VGT over five years [4] Portfolio Holdings - VGT holds 314 stocks with top positions in Nvidia (18.18%), Apple (14.29%), and Microsoft (12.93%) [5] - FTEC has 289 stocks with Nvidia (16.61%), Apple (15.31%), and Microsoft (12.42%) as its largest holdings [6] Investor Considerations - Both ETFs offer similar dividend yields and have experienced comparable returns and volatility [8] - The primary differentiator is VGT's larger AUM, which may enhance liquidity for trading [10]

Core Insights - The iShares Semiconductor ETF (SOXX) and the Vanguard Information Technology ETF (VGT) offer different investment strategies within the tech sector, with SOXX focusing exclusively on semiconductors and VGT providing broader exposure to various technology industries [1][2] Expense and Size Comparison - SOXX has an expense ratio of 0.34% and assets under management (AUM) of $16.7 billion, while VGT has a lower expense ratio of 0.09% and AUM of $130.0 billion [3] - The one-year return for SOXX is 47.25%, significantly higher than VGT's 23.06%, although SOXX has a slightly higher dividend yield of 0.55% compared to VGT's 0.41% [3] Performance and Risk Metrics - Over five years, SOXX has a maximum drawdown of -45.75%, while VGT's is -35.08% [4] - A $1,000 investment in SOXX would have grown to $2,541, compared to $2,292 for VGT over the same period [4] Portfolio Composition - VGT holds 314 stocks, with major positions in Nvidia (18.18%), Apple (14.29%), and Microsoft (12.93%), indicating a heavy concentration in mega-cap tech [5] - SOXX is concentrated in 30 semiconductor companies, with top holdings including Advanced Micro Devices, Broadcom, and Micron Technology, each representing around 7% to 8% of the fund [6] Investment Implications - SOXX's focused approach may lead to higher returns during semiconductor industry growth but also increases risk due to lack of diversification [7][10] - VGT's broader portfolio can mitigate risk during market volatility, making it potentially less susceptible to downturns in the semiconductor sector [9][11]