The YouTuber suggests VWO for exposure to emerging markets, citing its recently cut fee of 0.07% and 3.2% dividend yield. He emphasizes its diversification across 5800 stocks in the developing world, including access to companies not traded on US exchanges. The fund's low valuation of 15 times earnings, a 50% discount to the S&P 500, makes it an attractive option despite potential geopolitical risks.
“The upside to this fund besides that diversification across thousands of companies across the world is the valuation stocks in the vwo trade for an average price of just 15 times their earnings.”