$Vanguard Materials ETF (VAW.US)$/$SPDR S&P 500 ETF (SPY.US)...
$Vanguard Materials ETF(VAW.US$/ $SPDR S&P 500 ETF(SPY.US$ pair has seen vaw underperform with periods of outperformance ... two of the more signficant periods were may 2004 to june 2008 and march 2020 april 2021 of which its have given most of it back currently trading near 2 sigma cheap on a 17 year horizon which is odd given the fact that inflation has been a front page problem for a few months... I personally am always suspect of "thematic" investing
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Krishias Future : I'd suggest WIW, leveraged TIPS. 3.78% yield (raised recently) and up 8% since I bought it six months ago.
GROW sky : Great insights. Any thoughts on $VAW vs. $RTM.
Mariela Angolo GROW sky: Equal-weighting holdings generally works, but doing so gives you some small-cap exposure too. I think in this case would stick to VAW, markets might get jittery if inflation increases, and small-caps are likely to underperform when this happens.