AI investing remains a top priority for investors ahead of 2026. Finding the right way into that trend, however, is the real task. While many are satisfied with simply tracking AI investing’s impact via broad market indexes, innovation ETFs can stand out even more. By combining multiple innovation-related ETFs as part of an overall AI investing allocation, for example, investors can get diversified exposure to the fundamental innovations at the core of the AI revolution.
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Fidelity Investments, for example, offers a trio of intriguing innovation ETFs that offer different routes into the AI revolution. The Fidelity MSCI Information Technology Index ETF (FTEC), the Fidelity Disruptive Technology ETF (FDTX), and the Fidelity Disruptive Automation ETF (FBOT) each provide slightly different ways to play the theme.
Innovation ETFs & AI Investing: How Combining ETFs Can Help
FTEC charges just eight basis points (bps) to track the MSCI USA IMI Information Technology 25/50 Index. The strategy’s tech focus differs from other tech strategies in that it excludes some names categorized as “communications firms,” offering a tighter focus on tech. That gives it a higher allocation to key AI investing names like NVIDIA (NVDA), for example, at a low cost.
FDTX, meanwhile, leans explicitly into disruptors, and not just firms classified as “tech” companies. Where FTEC tracks its index passively, FDTX actively pursues companies disrupting areas like AI. For a 50 bps fee, it includes the likes of NVDA and other AI mainstays, as well as names like Marvell Technology (MRVL), a major data infrastructure company at the forefront of AI data cluster innovation.
Finally, FBOT offers exposure to AI advancements via automation. While many market watchers use ChatGPT as shorthand for AI, robotics firms may be key beneficiaries of AI advancements. FBOT charges 50 bps for its active approach, focusing on firms operating in AI, big data, machine learning, cloud computing, cybersecurity, e-commerce, and other areas that intersect with AI.
Innovation ETFs & 2026
By layering those ETFs on top of each other, leaning on ETFs’ ability to serve as transparent, tax-efficient portfolio building blocks, investors can craft their own exposure to AI-related equities. Looking ahead to a complicated 2026, the flexibility in that mix of active and passive funds could intrigue.
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Fidelity Investments® is an independent company unaffiliated with VettaFi LLC (“VettaFi”). These articles do not form any kind of legal partnership, agency affiliation, or similar relationship between VettaFi and Fidelity Investments, nor is such a relationship created or implied by the articles herein. VettaFi LLC is the author and owner of these articles.
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