The article compares two Vanguard ETFs: the Vanguard Morningstar Growth ETF (VUG), which holds 135 large-cap growth stocks at a 0.03% expense ratio, and the Vanguard Information Technology ETF (VGT), which holds 318 U.S. tech stocks at 0.09%. Over the past decade, VGT returned 775% versus 420% for VUG, and a hypothetical $10,000 investment in VGT would be worth almost $88,000. Both funds have benefited from the AI boom, but VGT is more concentrated in Nvidia, Apple and Microsoft and has a 38% semiconductor weighting, while VUG offers more sector diversification. The author, who has 30 years until retirement, chooses VGT for its long-term potential, and says investors seeking less aggressive exposure could allocate 5% to 10% of their portfolios to it.
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ETFtech stocksartificial intelligencesemiconductorsNvidia
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Related tickers and likely impact
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/23/2026 | 211.00 |
| Change that session | -0.57% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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