Inside the Year of the Thematic ETF

Inside the Year of the Thematic ETF

Assessment

Interactive Video

Business, Social Studies

University

Hard

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The video discusses the top gender diversity ETF, which received significant seed money from CalPERS. It focuses on companies with higher female executive representation, aiming to mirror the S&P 500. The video also covers retail ETFs, highlighting the differences between equal-weighted and market cap-weighted ETFs, and the impact of large-cap stocks like Amazon. Additionally, it explores momentum ETFs, which adjust holdings based on technical analysis to chase performance trends.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

Explain the difference between equal-weighted and market-cap weighted ETFs as described in the text.

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What strategies do momentum ETFs employ according to the discussion?

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