Two ETF experts reveal their top tech and A.I. plays for 2023's second half

Investors whitethorn privation to instrumentality with what's moving successful the market.

ETF experts Todd Sohn and VettaFi's Dave Nadig judge a 2nd winning fractional is successful store for exertion and artificial quality plays.

Sohn, Strategas' ETF and method strategist, peculiarly likes Roundhill Generative AI and Technology ETF (CHAT).

"What I similar astir [CHAT] is that it's actively managed," Sohn told CNBC's "ETF Edge" this week. "This would beryllium my preferred way if you privation to get that AI vulnerability and spot however existent the request is."

CHAT is up much than 10% truthful acold this year.

Sohn besides recommends Global X Robotics & Artificial Intelligence ETF (BOTZ) for those funny successful introducing much industrials into their portfolio. BOTZ is up much than 37% twelvemonth to date.

"I similar [BOTZ] if you privation to get distant from tech due to the fact that you already person tech vulnerability successful your portfolio. The industrials are beneficiaries too," helium said.

Nadig, VettaFi's fiscal futurist, besides sees benefits from AI exposure. But, helium suggested the upside has limits.

"AI is going to person a semipermanent and important affirmative effect connected GDP ... [But] it's precise hard to prime nationalist companies that are going to beryllium the outsized beneficiaries of that," said Nadig. "We tally into this each the clip erstwhile we person chill caller exertion … and we extremity up buying Google and Microsoft and Apple and Nvidia, which we each already astir apt ain excessively overmuch of."

He predicted industrials, robotics and automation are positioned for the biggest gains.

Both Nadig and Sohn besides highlighted ETFs for those who judge the marketplace is going to broaden retired to see sectors beyond technology.

Sohn recommended the Invesco S&P 500 Equal Weight ETF (RSP) and the Vanguard Extended Market Index Fund (VXF), portion Nadig suggested the JPMorgan Equity Premium Income ETF (JEPI). All 3 are generating affirmative returns this year.

"Playing a small spot antiaircraft the remainder of this twelvemonth arsenic opposed to trying to pursuit tech is astir apt the mode to go," said Nadig. "[JEPI] has been a immense travel gatherer; it's delivered for investors ... Something similar extended marketplace oregon adjacent value vulnerability is simply a large mode to effort to get a limb backmost successful if you've missed that [tech] rally truthful acold this year."