Sector Rotation ETF Aims to Shield Investors From Volatility

Sector Rotation ETF Aims to Shield Investors From Volatility

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Interactive Video

Business

University

Hard

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The video discusses a sector rotation ETF designed to outperform the S&P 500 in a rising market and protect investors during declines. It employs a sector rotation strategy, focusing on undervalued industries. The fund is actively managed, primarily in the US, with a focus on financials, biotech, software, and computers. It holds funds from multiple issuers, including State Street and Vanguard. Despite its goals, the ETF has underperformed compared to the S&P 500 since its launch in 2017. It has $480 million in assets, a 65 basis point expense ratio, and a Bloomberg green light with a warning for active management.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the performance comparison between the S&P 500 and the sector rotation ETF since its launch?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the expense ratio of the sector rotation ETF and what does it indicate?

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