"If you own the S&P 500 and want to increase exposure to a specific sector without changing your portfolio, a focused sector ETF can do that. Vanguard Communication Services Index Fund ETF Shares ( NYSEARCA:VOX) delivers concentrated exposure to communication services, letting you double down on companies like Meta and Alphabet without abandoning broad market diversification. VOX captures growth from companies that connect people and distribute content."
"The return engine is straightforward: VOX rises when its holdings grow revenue and earnings. Meta Platforms ( NASDAQ:META) and Alphabet ( NASDAQ:GOOGL) together represent nearly half the portfolio, giving investors concentrated exposure to digital advertising and AI infrastructure. When these companies accelerate their advertising revenue and cloud services growth, VOX benefits directly. When that flywheel stalls, the fund suffers. Beyond the mega-cap tech names,"
VOX is a focused communication services ETF that increases exposure to digital platforms, streaming, advertising, and telecom infrastructure while investors retain S&P 500 positions. The fund is heavily weighted to Meta Platforms and Alphabet, which together account for nearly half the portfolio and drive returns through advertising, AI infrastructure, and cloud services growth. Holdings also include AT&T, Verizon, T-Mobile, streaming platforms, gaming companies, and digital advertising firms that supply steady cash flows and modest dividends. Short-term performance has benefited from ad rebounds and AI investment, but five-year results lag the S&P 500 because of sector boom-bust cycles and concentration risk.
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