IDGT: Why The AI Infrastructure Cycle May Still Be Early

The iShares US Digital Infra & Real Estate ETF offers concentrated exposure to the physical AI infrastructure layer, blending tech and real estate assets. IDGT's major holdings, such as EQIX and DLR, are seeing AI-driven demand translate into tangible earnings growth and expanded development pipelines. Despite a 55% rally and sector rerating, IDGT remains attractively valued at 19.04x trailing earnings, supporting a Buy rating.

Seeking Alpha • May 11, 2026

Should You Invest in the iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT)?

The iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) was launched on July 10, 2001, and is a passively managed exchange traded fund designed to offer broad exposure to the Technology - Broad segment of the equity market.

Zacks Investment Research • Apr 20, 2026

Peak of Iran War Priced-In? Low-P/E High Momentum ETFs in Focus

Markets may have priced in peak Iran war fears. With volatility easing, low P/E, high-momentum ETFs are emerging as smart bets for near-term gains.

Zacks Investment Research • Apr 15, 2026

IDGT: Mixing Resiliency And Growth In The Digital Infrastructure Market

IDGT provides diversified exposure to communications equipment, telecom tower REITs, data centers, and semiconductors tied to AI, 5G, and cloud growth. Data centers and semiconductors drive higher growth, while REITs and equipment add stability and yield. The fund has a competitive expense ratio but weaker liquidity than peer DTCR, creating potential bid-ask spread risks.

Seeking Alpha • Aug 20, 2025

Data centers REITs hit a bit of volatility following Big Tech headlines

CNBC's Dom Chu joins 'Squawk on the Street' to discuss data center REITs amid the push for AI-powered data centers.

CNBC Television • Feb 24, 2025

IDGT: Concentrated ETF In Internet Infrastructure

iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) focuses on communication equipment, tower REITs, and data center REITs, with a concentrated portfolio. IDGT has excellent cash flow characteristics but shows lower historical returns and higher volatility compared to broad market and sector benchmarks. IDGT outperforms other digital infrastructure ETFs due to higher technology sector exposure.

Seeking Alpha • Feb 11, 2025

Disruptive Theme of the Week: ETF Plays on the Stargate Project

Tech leaders gathered at the White House to announce the Stargate Project. This is a new venture that plans to invest $500 billion over the next four years on AI infrastructure and data centers.

ETF Trends • Jan 27, 2025

5 Top-Ranked ETFs to Buy on the Dip

Investors can take advantage of beaten-down prices because the second Trump administration is likely to boost stocks.

Zacks Investment Research • Nov 18, 2024

BlackRock's Top Thematic Trends to Watch in 2H

Halfway through the year, thematic equity ETFs have exhibited wide levels of dispersion but continue to capture the market's attention heading into the second half of 2024.

ETF Trends • Jul 3, 2024

Thematic ETF Plays on the Growing Digital Economy

In its latest report released last December, the Bureau of Economic Analysis (BEA) estimates that the digital economy now represents 10% of the total U.S. GDP, or $2.6 trillion.  The digital economy is also growing at an average annual growth rate of 7.1%.

ETF Trends • Apr 4, 2024