IXN: Global Technology Growth Through Sovereign AI Adoption

I recommend the iShares Global Tech ETF with a "Buy" rating, driven by robust global AI and IT investment trends into 2026. IXN offers diversified technology exposure but is top-heavy, with 62% of assets in its top 10 holdings, predominantly U.S. mega-cap tech. While IXN provides some international exposure, its heavy U.S. weighting may not sufficiently hedge against U.S. equity risk for global allocators.

Seeking Alpha • Dec 10, 2025

Top 10 BlackRock ETFs by 10-year annualized returns

BlackRock's extensive ETF lineup, comprising roughly 200 funds, is offering a broad view of how long-term thematic and sector exposures have evolved.

Finbold • Dec 10, 2025

IXN Leads, XT Complements: A Dual Approach To Tech

I recommend a 60/40 split: 60% in IXN for large-cap US tech exposure 40% in XT for diversification and emerging growth. IXN captures current tech momentum with US giants like Nvidia, Microsoft, and Apple, but carries concentration and valuation risks. XT offers global, diversified exposure to mid- and small-cap innovators, healthcare, and industrials, hedging against large-cap overvaluation.

Seeking Alpha • Sep 10, 2025

The Best Tech ETFs to Buy

Tech ETFs can deliver superb tax efficiency and growth potential, but investors must be aware of high volatility, concentration risk and stretched valuations.

Kiplinger • Aug 6, 2025

ETFs to Play on AI's Growing Momentum

NVDA's surge past a $4T market cap spotlights AI's explosive growth and the ETFs riding this tech-fueled momentum.

Zacks Investment Research • Jul 14, 2025

IXN: Global Tech Stocks Broke Out Again, Reiterate Buy

I reiterate my buy rating on IXN, as the ETF continues to outperform the S&P 500 and hit new all-time highs. IXN's technical breakout above $90 signals further upside, with a measured move price target of $114 by year-end. While valuation is less attractive than in early 2024, strong momentum, mega-cap leadership, and global diversification support the bullish thesis.

Seeking Alpha • Jul 7, 2025

IXN: Big Tech Is Still Worth Holding Long Term

iShares Global Tech ETF is rated a hold due to strong long-term growth potential despite volatility and uncertainty from tariff policies. IXN's top holdings, Apple, Microsoft, and Nvidia, are mitigating tariff impacts through diversification and strategic actions, positioning each company for solid long-term returns. IXN has lagged behind competitors like QQQ, VGT, and XLK in 10-year average annual returns, and its higher expense ratio is a notable downside.

Seeking Alpha • Apr 14, 2025

Rally in Apple ETFs in the Cards?

With Trump exempting phones, computers, chips from new tariffs, buyers may now use the latest dip in Apple shares as a buying opportunity.

Zacks Investment Research • Apr 14, 2025

IXN: Offers Concentrated Growth That's Comparable To The Nasdaq 100

IXN offers global tech exposure, focusing on electronics, software, hardware, and international tech firms, but has underperformed its benchmark by ~20-30bps. Heavy semiconductor exposure (40.56%) and top holdings in Apple (19.21%) and Microsoft (17.34%) drive significant growth, closely tracking the Nasdaq 100. IXN comes with higher cost (41bps) compared to passive index funds like QQQM, which offers more diversification and less concentration in Apple and Nvidia.

Seeking Alpha • Jan 2, 2025

This 1 Simple ETF Could Turn $900 a Month Into $1.2 Million

Technology stocks and compounding are powerful wealth builders.

The Motley Fool • Oct 23, 2024