

NVIDIA beats Q2 estimates and sees 70% fiscal 2028 revenue growth, while NVDA-heavy ETFs offer exposure with less company-specific risk.

At the end of last week, 75% of S&P 500 Technology stocks closed above their 200-DMAs for the first time in 219 trading days. Even after its recent improvement, Technology is hardly exceptional compared with the rest of the market.

The Roundhill Generative AI & Technology ETF carries a higher expense ratio of 0.75% compared to 0.38% for the iShares U.S. Technology ETF. The Roundhill Generative AI & Technology ETF provides a significantly higher dividend yield of 1.80% while iShares U.S. Technology ETF yields just 0.10%.

Apple's $30B Broadcom chip deal highlights tech ETFs with exposure to both companies as investors seek diversified AI-related opportunities.

The Invesco QQQ ETF (QQQ), which many use as a proxy for the tech sector, is only 67% invested in tech stocks. The Vanguard Information Technology ETF (VGT) offers better diversification and a strong long-term track record.

State Street Technology Select Sector SPDR ETF offers a significantly lower expense ratio and larger assets under management than iShares U.S. Technology ETF. iShares U.S. Technology ETF maintains a broader portfolio with 148 holdings compared to the 74 positions in the State Street fund.

How do these two tech ETFs stack up?

Launched on May 15, 2000, the iShares U.S. Technology ETF (IYW) is a passively managed exchange traded fund designed to provide a broad exposure to the Technology - Broad segment of the equity market.