2024-06-27 14:41:37 ET
Summary
- The materials sector is underowned and poised for growth as China's economy stabilizes and global infrastructure spending increases.
- Vanguard Materials Index Fund ETF Shares is a low-cost option to invest in the US materials market, with diversified holdings across 120 stocks.
- The VAW ETF's sector composition is heavy on chemicals and industrial gases, with exposure to various materials-related businesses, offering potential growth opportunities.
I think the Materials sector is enormously underowned. Relative to the S&P 500 (SP500), it’s actually as of writing below the Covid crash levels of 2020. And yet, as China’s economy likely bottoms here, and as infrastructure spending wraps up globally, I think it’s clear that commodities and those companies that are in the materials sector thrive. If you are of the same mindset, you may want to consider the Vanguard Materials Index Fund ETF Shares ( VAW )....
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For further details see:
VAW: After Massive Underperformance, Some Real Potential