The Vanguard Information Technology ETF: A Smart AI Play with a Broad Portfolio of Top Tech Companies

The Vanguard Information Technology ETF (VGT) has returned 12.1% YTD, beating the S&P 500's 9.8% return. The fund owns virtually every company that matters in the AI revolution, including Nvidia, Microsoft, and Apple. The AI spillover effect is captured through holdings in semiconductor companies, software companies, and hardware makers. The fund's concentrated exposure to AI leaders and avoidence of disrupted sectors make it a smart AI play.