I'd Own VGT for the Next 30 Years, And Never Look Back

VGT, the Vanguard Information Technology ETF, offers a compelling long-term investment case built on two pillars. First, it provides durable structural exposure through 400+ companies across semiconductors, software, cloud, and cybersecurity, with top holdings in NVIDIA, Apple, and Microsoft. The fund charges only 9 basis points annually with minimal turnover, having survived multiple market cycles since 2004. The U.S. Information sector's share of GDP has grown from 5.3% to 5.5% between Q1 2022 and Q3 2025, demonstrating technology's expanding economic role. Second, VGT demonstrates exceptional compounding returns, delivering 666.42% over ten years compared to SPY's 235.61% and QQQ's 474.25%. Information sector corporate profits nearly doubled from $164.8 billion to $304.0 billion during the same period, validating the growth thesis.

"VGT is a stock worth owning for decades because it gives you low-cost, diversified exposure to the companies that will define how the global economy operates - not as a speculative bet, but as a structural position in the industry that keeps growing its share of everything."

"The Vanguard Information Technology ETF has been running since January 26, 2004 - through the dot-com hangover, the 2008 financial crisis, the 2020 pandemic crash, and every rate cycle in between. It holds 400+ companies across semiconductors, enterprise software, cloud infrastructure, and cybersecurity. The top three positions - NVIDIA at 18.05%, Apple at 14.33%, and Microsoft at 10.94% - represent the most profitable technology franchises ever built."

"Over the past ten years, VGT returned 666.42%, rising from $96.15 to $736.89. Over the same period, SPY returned 235.61% and QQQ returned 474.25%. VGT did not just beat the market - it nearly tripled QQQ's return and nearly tripled SPY's return over a decade."

"The U.S. Information sector's value added to GDP has grown from $1,350.8 billion in Q1 2022 to $1,718.8 billion in Q3 2025, and its share of total GDP has risen from 5.3% to 5.5% over that span. Technology is not a cycle - it is a compounding share of the economy."

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