With markets pushing into a new phase, driven by AI spending, improved earnings, and a rebound in large-cap tech, analysts are pointing to two ETFs that stand out for long‑term growth. These include Fidelity Blue Chip Growth ETF (FBCG) and VanEck Semiconductor ETF (SMH). Both funds tap into different parts of the AI boom. FBCG focuses on mega-cap tech leaders, while SMH captures the rising demand for advanced chips that power AI systems.Meet Samuel – Your Personal Investing ProphetStart a conversation with TipRanks’ trusted, data-backed investment intelligence
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Fidelity Blue Chip Growth ETF (FBCG)
The FBCG ETF is an actively managed large-cap growth ETF that focuses on well-established companies with strong earnings growth potential. FBCG leans heavily toward the major names in tech and consumer innovation, the companies driving cloud computing, AI tools, digital ads, and platform-based business models.
Some of the top holdings in the FBCG ETF include Nvidia (NVDA), Apple (AAPL), and Alphabet (GOOGL). Overall, the ETF has $6.52 billion in assets under management (AUM) and an expense ratio of 0.57%. Over the past year, the FBCG ETF has generated a return of 40%.












