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Comments (10)

Any update given this has fallen 8% since the article. MXI as well. What about slowing growth in China as well as US? Even highly prized rare earth stocks are falling despite increases in the commodities (see REMX). Has the sector topped near the date of this article?
Can you tell me the difference you see in XLB and VAW? I bought VAW a while back . The top ten companies look so similar. Does the way they are weighted make a huge difference? Would it be worth it to change funds?
waterlogger profile picture
@Charlie 21

XLB at 89.30/ sh
VAW at 195.50/ sh
Expenses are 0.02 % cheaper for VAW negligible.
Dividends higher for XLB at 1.65% to 1.47% for VAW.

Switch from VAW to XLB for 2.17 times as many shares.
With the increased shares the cash distribution is higher with XLB.
At 100 shares VAW payout is $147.
The same shares converted into XLB would be about 218 shares of XLB.
At 218 shares XLB payout is $361.
waterlogger profile picture

Correction at 218 shares XLB payout is $320.
@waterlogger thank you!
waterlogger profile picture
I always enjoy your articles.
One suggestion, when you label the sectors, add the name in English.
XLB - Materials
XLF - Financials
It makes it easier to read.

Is XLC weakening due to less demand due to covid or is it the shortage of semiconductors?
Add "- communications" after the sector letters, now you can absorb the pieces of the discussion.

XLV- Healthcare weakness due to labor shortages caused by government mandates will not be short term. This says it's a labor issue not a pharma materials supply shortage.

Disclaimer to sector crumudgens :
Reference to XLC and XLV are for example only.
If you forgot which sectors they are look them up.

If you feel compelled to comment with myrth, anger, or snotty Wall ST smugness please enjoy yourself at my expense.
Good data and commentary.
Rip Rap profile picture
Very informative, as usual. I hold VAW, do you see it similarly positioned?
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