Source Post

The Best ETF to Buy Now? We Thought So - Until We Did This ETF Review

Dividend DiplomatsApr 24, 2026

The Dividend Diplomats review the iShares Expanded Tech Software Sector ETF (IGV), discussing its holdings, performance, and expense ratio during a "SaaS apocalypse." While acknowledging IGV's exposure to major software companies like Microsoft, Palantir, and Oracle, they ultimately suggest that investors might find better value in broader tech ETFs with lower expense ratios and dividend yields, such as Vanguard's VGT.

Linked Mentions

Tickers discussed in this post

WDAYNeutralLow ConvictionSignal-backedSecondary

Workday is mentioned as a company within the enterprise software sector held by the IGV ETF.

CDNSNeutralLow ConvictionSignal-backedSecondary

Cadence Design is mentioned as a company within the engineering software sector held by the IGV ETF.

SNPSNeutralLow ConvictionSignal-backedSecondary

Synopsys is mentioned as a company within the engineering software sector held by the IGV ETF.

DDOGNeutralLow ConvictionSignal-backedSecondary

DataDog is mentioned as a company within the Data AI analytics sector that is held by the IGV ETF.

CRWDNeutralLow ConvictionSignal-backedSecondary

CrowdStrike is a top holding in IGV and a key player in the cybersecurity sector.

APPNeutralLow ConvictionSignal-backedSecondary

AppLovin is listed as one of the top 10 holdings in the IGV ETF.

NOWNeutralLow ConvictionSignal-backedSecondary

ServiceNow is a top holding in IGV, but has experienced significant losses year-to-date.

INTUNeutralMedium ConvictionSignal-backedSecondary

Intuit is a top holding in IGV and is mentioned as one of the stocks the creator has been buying, despite significant declines from its highs.

ADBENeutralLow ConvictionSignal-backedSecondary

Adobe is listed as one of the top 10 holdings in the IGV ETF.

QCOMNeutralLow ConvictionResearch Only

Qualcomm is mentioned as a company that might be found in broader tech ETFs, contrasting with the software-specific IGV.

AMZNNeutralLow ConvictionResearch Only

Amazon is mentioned as a company that might be found in broader tech ETFs, contrasting with the software-specific IGV.

INTCNeutralLow ConvictionResearch Only

Intel is mentioned as a company that might be found in broader tech ETFs, contrasting with the software-specific IGV.

ATINeutralMedium ConvictionSignal-backedSecondary

VGT is presented as a potential alternative to IGV, offering broader tech exposure with potentially lower fees and dividend yields.

AAPLNeutralLow ConvictionResearch Only

Apple is mentioned as a significant holding in Vanguard's VGT ETF, which is presented as an alternative to IGV.

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned as a significant holding in Vanguard's VGT ETF, which is presented as an alternative to IGV.

GOOGNeutralLow ConvictionResearch Only

Alphabet (Google) is mentioned as a company that might be found in broader tech ETFs, contrasting with the software-specific IGV.

PANWNeutralLow ConvictionSignal-backedSecondary

Palo Alto Networks is a notable holding within the IGV ETF, contributing to its cybersecurity sector exposure.

CRMNeutralMedium ConvictionSignal-backedSecondary

Salesforce, a significant holding in IGV, has fallen considerably from its all-time highs.

ORCLNeutralMedium ConvictionSignal-backedSecondary

Oracle is a top holding in IGV and pays a dividend, but has also seen a significant decline from its highs.

PLTRNeutralMedium ConvictionSignal-backedSecondary

Palantir is a significant holding in IGV, but has experienced a substantial drop from its 52-week high.

MSFTNeutralMedium ConvictionSignal-backedSecondary

Microsoft is a top holding in the IGV ETF, paying a dividend, but has also seen significant declines from its highs.

XPNeutralLow ConvictionSignal-backedPrimary

The ETF IGV is discussed as a software-focused ETF, but its high expense ratio and 0% dividend yield make it a less attractive option compared to broader ETFs.

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