The article compares the Roundhill Magnificent Seven ETF (MAGS) with the Vanguard S&P 500 ETF (VOO) as the Nasdaq-100 has fallen about 9% from its early-October high on concerns over AI infrastructure costs. MAGS has averaged 36.9% annual returns since its April 2023 inception through September 30, but only about 12.2% over the past year, mostly due to Apple. The article suggests investors doubtful about AI payoffs may consider VOO instead, noting its portfolio is about 39.7% tech and spread across financials, pharmaceuticals and large-value stocks. It cites Vanguard research suggesting AI's biggest winners could be companies that use AI rather than those building it. VOO has averaged about 12% annually over the past five years, including the 2022 bear market.
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ETFS&P 500Nasdaqartificial intelligencetech stocks
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Related tickers and likely impact
AAPL
• NeutralApple Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.1T |
| Close on 11/03/2026 | 331.74 |
| Change that session | -1.94% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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