Materials
ETFs: Materials Select Sector SPDR (NYSEArca: XLB), Vanguard Materials ETF (NYSEArca: VAW) and Fidelity MSCI Materials Index ETF (NYSEArca: FMAT).
Average weight to Monsanto (NYSE: MON): 9%.
Better XLB or Monsanto: XLB by 300 basis points.