iShares A.I. Innovation and Tech Active ETF
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3 AI ETFs to Buy Now for the Coming Tech Revolution
The Motley Fool· 2025-10-10 08:44
Core Insights - The rise of artificial intelligence (AI), autonomous vehicles, and robotics is creating significant investment opportunities for forward-thinking investors [2] Group 1: AI ETFs Overview - The Global X Artificial Intelligence & Technology ETF was launched on May 11, 2018, and includes 88 stocks, with major holdings in Alibaba, AMD, Samsung, Tesla, and Alphabet [3][4] - This ETF has an annual expense ratio of 0.68% and has delivered an average annual return of 17.9% since inception, with over 30% gains year to date [5] - The average price-to-earnings ratio for the stocks in this ETF is approximately 26.8, indicating a richly valued portfolio [6] Group 2: iShares A.I. Innovation and Tech Active ETF - The iShares A.I. Innovation and Tech Active ETF was launched on October 21, 2024, and is actively managed by BlackRock [7] - This ETF currently holds 39 stocks, with top holdings including Nvidia, Broadcom, Microsoft, Meta Platforms, and Oracle [9] - The annual expense ratio is 0.68%, but with fee waivers, the net expense ratio is reduced to 0.55% [9] Group 3: ROBO Global Robotics & Automation ETF - The ROBO Global Robotics & Automation ETF was launched on October 21, 2013, and consists of 77 stocks, focusing heavily on robotics [10][11] - This ETF has delivered an average annual return of 8.6% since inception, with a more recent average annual return of approximately 16.9% over the last three years, and is up more than 20% in 2025 [12] - The annual expense ratio for this ETF is 0.95%, which is higher than the other two ETFs, but is justified by the potential long-term returns from increased robot adoption [13]
3 Underrated AI ETFs With Multi-Million Dollar Potential
Yahoo Finance· 2025-10-01 08:00
Core Insights - The Invesco S&P 500 Top 50 ETF is heavily concentrated in the top 10% of S&P 500 companies, with 62% of its investments in the "Ten Titans" which include major tech firms like Nvidia, Microsoft, and Apple [2][4] - The fund's expense ratio of 0.55% is significantly higher than the Vanguard S&P 500 ETF's 0.03%, but still reasonable for investors focused on AI and growth [1][6] - The performance of major tech stocks has rebounded significantly in 2023, with Nvidia up over 1,100% and Meta up over 500% since the start of the year [4] Fund Characteristics - The Invesco S&P 500 Top 50 ETF targets the largest companies by market cap, making it suitable for investors who believe these firms will benefit from AI advancements [2][3] - The Global X Artificial Intelligence & Technology ETF offers a diversified approach, with 31% of its investments in non-U.S. companies, including Alibaba and Samsung [8][10] - The iShares A.I. Innovation and Tech Active ETF has a concentrated portfolio, with over a third of its assets in just five stocks, contrasting with the Global X ETF's more balanced approach [9][10] Investment Considerations - Active ETFs, while generally more expensive, can align with specific investment strategies and objectives, particularly in the AI sector [6][11] - Investors should be aware of the volatility associated with concentrated ETFs and the need for a high risk tolerance [5][14] - The long-term potential of AI investments is significant, but companies must convert capital expenditures into returns to sustain growth [11][13]
The Ultimate AI ETF Guide: 3 Funds to Fuel Your Portfolio
Yahoo Finance· 2025-09-24 08:44
Group 1 - The article discusses two primary methods for investing in artificial intelligence (AI): selecting individual companies expected to succeed and investing in AI-focused exchange-traded funds (ETFs) [1] - The Global X Artificial Intelligence & Technology ETF, launched on May 11, 2018, tracks the Indxx Artificial Intelligence & Big Data Index and has net assets of $5.38 billion, making it one of the largest AI ETFs [3][5] - The ETF includes 88 stocks, with top holdings such as Oracle, Alibaba Group, Alphabet, Tesla, and Samsung Electronics, and has delivered an average annual return of 16.6% since inception, with a 23% increase over the past year [4][5] Group 2 - The iShares A.I. Innovation and Tech Active ETF is an actively managed fund by BlackRock, focusing on global AI and technology stocks across all market caps, with net assets of $5.8 billion [6][8] - This ETF holds 39 stocks, including major companies like Nvidia, Broadcom, Meta Platforms, Microsoft, and Oracle [7][8]
BAI: A Compelling Play On AI Growth
Seeking Alpha· 2025-07-10 17:00
Group 1 - iShares A.I. Innovation and Tech Active ETF (NYSEARCA: BAI) presents a compelling investment opportunity for exposure to the technology sector, particularly focusing on artificial intelligence [1] - The investment is characterized as a high-risk, high-reward option, serving as a proxy for the NASDAQ 100 [1] Group 2 - The author has a strong background in finance, holding a Master's in Banking & Finance and extensive experience in corporate finance, M&A, and investment analysis [1] - The focus areas of expertise include real estate, renewable energy, and equity markets, with skills in financial modeling, valuation, and qualitative analysis [1]