Global Industrials vs Global Tech ETFs (EXI vs IXN)

Hey all,

I've been managing a pretty wide range of individual stocks for a while now and am thinking to start pivoting into ETFs to do the diversification for me, and to avoid international commission fees.

After some research I found that EXI is doing a lot of what my portfolio is. I think there is a lot of upside potential in energy, transportation, and housing needs in this decade. It's got holdings like Siemens, Siemens energy, and caterpillar, which are all doing very well lately. The return ramp-up is obvious on the ishares page.

However I might also put a bit into IXN as to diversify a bit.

Does a 75% EXI and 25% IXN split seem fairly reasonable?

My focus is on 3-4 years from now before using any invested money.

EXI is showing 11.11% annual return the past 5 years, ramping up to 26.43% the past year.

IXN is showing a 15.14% annual return the past 5 years, ramping up to 33.26% the past year.