Exchange Traded Funds (ETFs)

What is an exchange traded fund?

• A type of investment fund that is also an exchange-traded product.

• A mutual fund that is actively managed and sold directly to investors at the end of each trading day.

• A type of government bond that is traded on the open market.

• A high-risk investment tool that only invests in short-term debt securities.

What type of investment vehicle are ETFs?

• Fixed income investments

• Cash equivalent investments

• Equity

Who is recommended to invest in ETFs?

• Short-term investors

• Long-term investors

• Those seeking active management

• Risk averse investors

How can ETFs be accessed?

• By purchasing shares through a brokerage account.

• By depositing funds directly into the ETF provider's account.

• By purchasing through a bank savings account.

• By contacting the ETF management company directly.

ETFs are a bad tool for diversification.

• True

• False

What are your gains taxed on? (Select all that apply)

• How long you've owned the ETF.

• The market value of the ETF.

• The dividends received

• Your income.

Where can ETFs be accessed?

• Exclusively physical banks.

• Online brokerage platforms.

• Only financial advisors.

• Only on government trading websites.

The average ROI for a broad market ETF is...

• 0%-3%

• 4%-6%

• 7%-10%

• 11%-15%

ETFs liquidity rate is...

• Low

• Medium

• High

What kind of investment vehicle are ETFs?

• Fixed income investments

• Equities

• Cash equivalent investment