In the decade-plus since the post-global financial crisis bull market rally began, the DJIA has been crushed by top U.S. index benchmark peers the S&P 500 and Nasdaq 100. The fact the Dow is "price weighted" has meant high-flying growth stocks have been left out of the index relative to value-oriented names in underperforming sectors like healthcare and financials. In today's episode of Let's Talk ETFs, WingCapital Investments' Vincent Yip and Seeking Alpha's Jonathan Liss discuss recent Dow outperformance - and why DIA's "weaknesses" have been transformed into strengths as investors rotate away from tech and growth.Show Notes5:00 - Revisiting Vincent's Vietnam thesis (VNM) (IEMG)?9:15 - The Dow Jones Industrial Index: One of the best known, oldest and strangest indexes for U.S. investors (DIA)11:00 - Is the Dow still relevant for modern investors?16:30 - How bad has the underperformance of the Dow been relative to the S&P 500 (SPY) and Nasdaq 100 (QQQ)?20:00 - Why does the Dow Jones Transportation Index's (IYT) breakout bode well for DIA's performance?23:30 - How does the sector composition of DIA set it up for success in this environment?27:00 - What are other ways you recommend playing this trend? (RSP)Learn more about your ad choices. Visit megaphone.fm/adchoices