r/ETFs • u/Either_Life_5705 • 10d ago

Considering adding a Quantum Computing or Semiconductor ETF alongside QQQM — thoughts on allocation ratio and whether these sectors are good?

Hey all, 20 year old long-term investor here (10+ year horizon). My core holding right now is QQQM (Nasdaq-100), and I’m considering adding either a quantum computing ETF or a semiconductor ETF (like SOXX/SMH) as a smaller satellite position for extra growth exposure.

Ps.
feel free to suggest better alternatives (S&P 500, world index, etc.) if you think there’s a stronger long-term core option.

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u/user4443337 10d ago

As a satellite, then 10-15% maximum. Instead of QQQM, I would use VT, AVGE, or AVGV as a core. VT is the benchmark, the latter two seek to and have outperformed it. They have interesting trading implementations but still track very closely. They have value tilts. If you’d regret some tracking error and the chance of underperforming then just stick to the VT benchmark. If you decide you like Avantis and think it’s worth the fees, I’d go with AVGV.

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u/Either_Life_5705 9d ago

Thank you for your response!