I’ve written in the past that the Vanguard Information Technology ETF (NYSEMKT: VGT) is one of the best ways to play the sector.
It provides more than adequate exposure to the industry’s biggest names without overweighting them in a way that some similar ETFs do
Despite the huge rally we’ve seen in tech over the past several weeks, the case for owning it right now is stronger than it’s been in a while. And it has everything to do with what’s happening inside the companies that make up its portfolio. What makes VGT so appealing in today’s market The biggest driver of this fund’s near-term appeal is the sector’s earnings outlook.
Over the past few years, a lot of tech returns were the result of multiple expansions. That can work in the near term, but it’s usually unsustainable over the long term. In 2026, it’s been a different story.