Ticker

Iran war reshaped Q1 markets: energy, shipping & lithium ETFs surged while tech and airlines lagged as inflation fears and oil shocks rattled sentiment.

IGV and other software ETFs could rally as easing US-Iran tensions lift supply chains, revive spending, and position tech for a rebound in April.

A specter is haunting Wall Street—the specter of the “SaaSpocalypse.” Since the iShares Expanded Tech-Software Sector ETF (IGV) peaked on September 19, 2025, it has fallen roughly 30%.

I added State Street SPDR S&P Software & Services ETF to my model portfolio for its beaten-down price and attractive valuation. XSW offers diversified, equal-weighted exposure to 140 software and services stocks, avoiding heavy concentration in mega-caps. Despite a 20% YTD decline and lagging major tech benchmarks, XSW trades at a forward PE of 19x with projected 14.3% EPS growth.

A smart beta exchange traded fund, the State Street SPDR S&P Software & Services ETF (XSW) debuted on 09/28/2011, and offers broad exposure to the Technology ETFs category of the market.