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The Vanguard S&P 500 UCITS ETF provides exposure to the 500 largest companies in the United States. The S&P 500 Index is widely used as Wall Street’s barometer for the U.S. economy, covering three-quarters of the U.S. equity market. The index is market cap weighted and well diversified by sector with the highest exposure to Information Technology, Financials and Health Care. Given its broad exposure, the fund can be used as a long-term core holding in a portfolio. It can also be used as a tactical tool for investors looking to place a short-term bet on the direction of the U.S. equity market. The underlying companies in the index are increasingly generating more revenue from countries outside of the United States, making the ETF’s performance more sensitive to global macroeconomic trends. U.S. companies have become increasingly vulnerable to the slowdown in emerging markets, especially China. U.S equities constitute a large portion of many global indices, making up almost 55% of the MSCI World Index. Pairing the fund with a global product may result in an overweight U.S. equity portfolio. Combining the fund with a product exposed to Europe, Australia or Far East Asia instead, will diversify the portfolio more. For broader exposure, investors can turn to a World ex- U.S. ETF as well. The ETF distributes dividends on a quarterly basis and may be suitable for investors seeking income.
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