XSW ETF: Software Is The Place To Be, But Here's A Better Choice

  • The global software market is projected to grow at an 11.3% CAGR through 2030, driven by AI, cybersecurity, IoT, and digital transformation technologies. The XSW ETF's equal-weight strategy results in lower top-holding weightings and underperformance compared to more concentrated funds like the IGV ETF. The IGV ETF, with a concentrated portfolio and strong historical returns (a 10-year avg. annual return of 16.8%), is better positioned for capital appreciation despite a slightly higher expense fee.