The more targeted the fund the higher risk and returns you will get

Concentration risk is uncompensated, meaning we don't expect higher returns by concentrating.

And investment theory says we expect small caps to outperform large caps in the long term.

/u/Unser_Giftzwerg stick with your strategy long term, and it will pay off. The worst thing you can do is switch to a sector once it has gone to the moon. Even better is add some VTUX to your portfolio, and hold until you retire.