Exploring Alternatives to Amazon: 4 ETFs That Might Be a Better Investment Choice
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 19 2025
0mins
Should l Buy GOOGL?
Source: Benzinga
Amazon's Stock Performance: Amazon.com Inc’s shares are struggling due to tariffs, slow growth in core areas, and rising competition, with a growth rate of just over 2% compared to the Nasdaq 100 Index's 11%+ growth in 2025.
ETFs as Investment Solutions: For investors looking to balance exposure to Amazon while reducing risks, various ETFs like the Consumer Discretionary Select Sector SPDR Fund and Vanguard Consumer Discretionary Index Fund offer diversified options that include Amazon alongside other major retailers.
Targeted Retail ETFs: More focused retail investments can be made through ETFs such as the VanEck Retail ETF and First Trust Dow Jones Internet Index Fund, which also feature Amazon prominently, allowing investors to benefit from its performance while mitigating risks.
Long-Term Outlook for Amazon: Despite recent underperformance and concerns about market share loss, Amazon remains a key player in e-commerce and cloud computing; ETFs provide a way for investors to engage with Amazon's potential while avoiding the volatility associated with investing heavily in a single stock.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 302.060
Low
305.00
Averages
374.25
High
400.00
Current: 302.060
Low
305.00
Averages
374.25
High
400.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Environment Impact: Amid broader weakness in U.S. equities, rising bond yields and escalating geopolitical tensions have led investors to reassess high-growth tech stocks, putting additional pressure on Alphabet.
- Increased Regulatory Scrutiny: With rising concerns over the costs associated with scaling artificial intelligence infrastructure and ongoing regulatory scrutiny, Alphabet faces heightened uncertainty, further impacting investor confidence.
See More
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- Stock Allocation: Ackman's investments include Uber (15.9%), Amazon (14.28%), Alphabet (13.83%), and Meta (11.37%), all of which possess sustainable competitive advantages, indicating his focus on AI applications.
- Significant Sales Growth: Amazon Web Services (AWS) and Google Cloud achieved sales growth of 24% and 48% respectively in the fourth quarter, demonstrating the positive impact of AI integration on their businesses and further solidifying their market leadership.
- Attractive Valuations: Ackman sees value in Uber's forward P/E ratio of 17 and Amazon's projected cash flow P/E ratio of just 9.6, indicating that these stocks offer high investment potential in the current market environment.
See More
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- Cloud Service Growth: Amazon Web Services (AWS) achieved a 24% sales growth in Q4, while Google Cloud's revenue surged 48% year-over-year, indicating that AI integration has significantly enhanced their competitive edge in the cloud services market, solidifying their leadership positions.
- Valuation Advantage: Uber's forward P/E ratio stands at 17, while Amazon's projected cash flow P/E is only 9.6, highlighting the relative undervaluation of these companies in the current market, which may attract more investor interest and drive stock price increases.
- Advertising Pricing Power: Meta Platforms attracted an average of 3.58 billion daily users to its apps, far exceeding other social media platforms, which grants it exceptional pricing power in advertising, likely boosting its revenue and market share further.
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- Technology Integration: By combining Agile Robots' hardware with DeepMind's Gemini Robotics foundation models, the two companies will jointly test, refine, and deploy AI-powered robots, expected to significantly improve productivity across sectors such as electronics manufacturing, automotive, logistics, and data centers.
- Funding Support: Since its founding in 2018, Agile Robots has secured over $270 million in venture funding from investors including SoftBank Vision Fund, Xiaomi, and Midas Group, providing strong financial backing for its collaboration with Google.
- Market Strategy: This partnership is part of Google's broader push into the
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- Stock Option Targets: The stock options require Meta's share price to reach $1,116.08 within five years, an 88% increase from the current closing price, indicating high expectations for future success amid competitive pressure in the AI market.
- Capital Expenditure Plans: Meta plans to invest up to $135 billion in capital expenditures by 2025 to enhance its position in the rapidly growing AI market, despite a 4% decline in stock price over the past year.
- AI Strategy Overhaul: Following the lackluster release of its Llama 4 models, Meta restructured its AI unit and invested $14.3 billion in Scale AI, appointing its CEO as chief AI officer, demonstrating the company's commitment to AI technology and future growth.
See More
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- Stock Option Conditions: The first tranche of options requires Meta's stock price to reach $1,116.08 within five years, representing an 88% increase from Tuesday's closing price, indicating the company's urgency to make progress in the rapidly growing AI sector.
- Capital Expenditure Plans: Meta plans to spend up to $135 billion in capital expenditures by 2025, despite its stock price declining about 4% over the past year, reflecting pressure compared to its tech peers.
- AI Strategic Overhaul: In 2025, Meta overhauled its AI unit and invested $14.3 billion in Scale AI, hiring CEO Alexandr Wang as chief AI officer, demonstrating the company's commitment to the AI field and its future growth ambitions.
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