AI is transforming the tech sector, driving investment in semiconductors, cloud computing, and software. While individual AI stocks can deliver high returns, they also carry significant risk. At this point, Vanguard ETFs provide broad market coverage with stakes in leading AI companies. Using TipRanks’ ETF Comparison tool, we’ve highlighted three standout funds: Vanguard Information Technology ETF VGT -1.62% ▼ , Vanguard S&P 500 Growth Index Fund ETF VOOG -1.30% ▼ , and Vanguard Mega Cap Growth Index Fund ETF MGK -1.17% ▼ —all loaded with AI-focused tech stocks that could support long-term portfolio growth.

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Let’s take a look at these ETFs in detail.

Vanguard Information Technology ETF (VGT)

The Vanguard Information Technology ETF (VGT) focuses exclusively on U.S. technology stocks, with top holdings including Nvidia NVDA -1.66% ▼ , Apple AAPL -0.18% ▼ , Microsoft MSFT -1.46% ▼ , Broadcom AVGO -1.19% ▼ , and Micron MU -3.67% ▼ . This concentrated approach gives investors pure exposure to the tech sector, appealing to those seeking strong growth potential.

However, the ETF’s focus also brings higher volatility compared with broader-market funds. With a beta of 1.47, VGT tends to move more aggressively than the overall market, and it carries a relatively higher expense ratio of 0.09%.

According to TipRanks’ unique ETF analyst consensus, determined based on a weighted average of analyst ratings on its holdings, VGT is a Strong Buy. The Street’s average price target of $968.48 implies an upside of 36%. Currently, VGT’s top two holdings with the highest upside are Powerfleet AIOT -0.34% ▼ and Veritone VERI -0.37% ▼ at over 250%.

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**Vanguard S&P 500 Growth ETF VOOG -1.30% ▼ **

The Vanguard S&P 500 Growth ETF (VOOG) tracks the growth segment of the S&P 500, focusing on large-cap companies with strong earnings momentum. Its top holdings are the same as VGT’s, along with other major names such as Alphabet GOOGL -2.05% ▼ and Meta Platforms META -2.22% ▼ .

Overall, VOOG holds 142 stocks and manages approximately $21.68 billion in assets.

According to TipRanks’ unique ETF analyst consensus, determined based on a weighted average of analyst ratings on its holdings, VOOG is a Strong Buy. The Street’s average price target of $558.38 implies an upside of 34.5%. Currently, VOOG’s top two holdings with the highest upside are Fair Isaac Corp. FICO -0.46% ▼ and ServiceNow NOW -1.96% ▼ at over 70%.

**Vanguard Mega Cap Growth ETF MGK -1.17% ▼ **

The Vanguard Mega Cap Growth ETF (MGK) focuses on the largest U.S. growth companies, primarily in the technology and consumer sectors, offering strong growth potential. MGK is more concentrated in mega-cap stocks than broader ETFs, which can enhance returns during strong market trends but may also increase volatility.

The fund’s top holdings are Nvidia, Apple, Microsoft, Google, and Meta. Overall, MGK holds 63 stocks with $29.03 billion in assets and features a low expense ratio of 0.05%.

According to TipRanks’ unique ETF analyst consensus, determined based on a weighted average of analyst ratings on its holdings, MGK is a Strong Buy. The Street’s average price target of $502.65 implies an upside of 35%. Currently, MGK’s top two holdings with the highest upside are Strategy MSTR -1.55% ▼ at 118% and NOW at 70%.

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