Heading into Q2 fiscal 2027 earnings, the capital markets wondered if the vaunted chipmaking giant Nvidia still has its mojo. Despite rallying to atmospheric levels over the past three years, this massive upside is already baked into its stock price.
Fidelity MSCI Information Technology ETF has delivered exceptional long-term outperformance versus major benchmarks and a 10-year average annual return of 23%+. FTEC's total returns over the past decade are nearly 2.5x the S&P 500, more than 3x the DJIA, and over 2x the Nasdaq-100 QQQ. If you want to outperform the broad stock market, you should consider adding the FTEC ETF as a compelling core, long-term holding in your portfolio.
If you're deciding between Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and Vanguard Information Technology Index Fund ETF (NYSEARCA:VGT), the choice looks like a coin flip.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 198,769 | $42.99M | $53.69M | $10.7M | 24.89% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 54 | $4,910 | $14,585.4 | $9,675.4 | 197.05% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 837 | $102,825.1 | $226,073.71 | $123,248.61 | 119.86% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 668,463 | $190.9M | $193.75M | $2.85M | 1.49% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,362 | $1.03M | $1.82M | $794,151.96 | 77.07% |
| ARCA Exchange | US Country |
The fund is an investment vehicle designed primarily for individuals and institutions looking to gain exposure to the U.S. information technology sector. By investing at least 80% of its assets in securities that are part of its underlying index, the MSCI USA IMI Information Technology 25/50 Index, the fund aims to mirror the performance of this sector within the U.S. equity market. This non-diversified fund takes a focused approach, which may entail higher risks and rewards associated with the fluctuating performance of the information technology industry.
The fund provides investors with a targeted opportunity to invest in the information technology sector of the U.S. equity market, by closely aligning its investments with the securities listed in the MSCI USA IMI Information Technology 25/50 Index. This allows investors to directly benefit from the sector’s performance.
By basing its investment strategy on the MSCI USA IMI Information Technology 25/50 Index, the fund seeks to invest in a broad array of technology companies within the U.S., including but not limited to those involved in software, hardware, and technology services. This alignment with the index ensures that fund’s holdings reflect the overall performance and trends of the U.S. information technology sector.
As a non-diversified fund, this investment option might concentrate its assets more heavily in fewer securities than a diversified fund. This can lead to higher volatility and risk, but also offers the potential for significant gains if the targeted sector performs well.