Thomson Reuters Corp vs Vanguard Information Technology Index Fund ETF — how do they compare? Thomson Reuters Corp trades at $102.57 (market cap $45.38B), while Vanguard Information Technology Index Fund ETF trades at $121.53. The key difference: Thomson Reuters Corp pays a 2.5% dividend while Vanguard Information Technology Index Fund ETF pays none, and Vanguard Information Technology Index Fund ETF is trading nearer its 52-week high, Thomson Reuters Corp nearer its low. Which is the better fit depends on your goals.
| TRI | VGT | |
|---|---|---|
Market Cap | $45.38B | — |
Sector | Industrials | — |
52-Week High | $178.77 | $125.77 |
52-Week Low | $76.55 | $83.59 |
Enterprise Value | $48.00B | — |
Dividend Yield | 2.5% | — |
Signals from Pluang's Aura AI — not financial advice
Thomson Reuters (TRI) trades at $102.46, down 1.82% on the day, with a bullish technical signal supported by moving averages. The company reported Q2 2026 EPS of $0.99, beating estimates, and raised full-year revenue guidance, driven by 8% organic growth in its Legal, Corporates, and Tax segments. Valuation metrics show a P/E of 27.61 and net income margin of 21.22%, with strong profitability and a dividend yield supported by recent $0.66 payouts.
Outlook remains positive due to robust recurring revenue and AI-driven product momentum, though risks include execution challenges in technology integration and competitive pressures. Analysts project a 29.8% upside to the consensus price target of $124.00, with 52% recommending Buy. Investors should weigh solid fundamentals against macroeconomic and sector-specific headwinds.
VGT trades at $121.85, up 1.33% with strong bullish momentum from moving averages. The ETF benefits from institutional accumulation and positive AI infrastructure exposure. Technical indicators show RSI_6 at 82.74 suggesting overbought conditions while ADX signals strong trend strength. Recent news highlights institutional buying sprees and Microsoft's earnings boost to tech ETFs.
Outlook remains positive given institutional confidence and AI-driven growth, though concentration risk and overbought technicals warrant caution. The pure-tech focus has outperformed broader tech ETFs historically, but semiconductor volatility presents near-term headwinds.
Trailing returns across standard periods
Latest headlines on both assets
Thomson Reuters is the result of the $17.6 billion megamerger of Canada's Thomson and the United Kingdom's Reuters Group in 2008 and the 2018 carve-out of its finance and risk business, Refinitiv, in which it holds a 45% stake. In 2019, the company agreed to exchange its 45% stake in Refinitiv for a 15% stake in LSE, which closed in early 2021. Since the divestiture, the company is more concentrated on selling its flagship legal data and software, Westlaw, and its tax accounting software, Onesource. Reuters sees roughly 80% of revenue and 70% of expenses attributed to the United States, while the remainder (largely through the global print and Reuters News segments) is distributed across Latin America, Europe, the Middle East, Africa, and Asia-Pacific.
Read more on TRI →The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index/Information Technology 25/50, an index made up of stocks of large, mid-size, and small US companies within the information technology sector, as classified under the GICS. The advisor attempts to replicate the target index by seeking to invest all of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. It is non-diversified.
Read more on VGT →