For the third discussion question of the quarter, we are going to examine a few Exchange-Traded...

90.2K

Verified Solution

Question

Finance

For the third discussion question of the quarter, we are goingto examine a few Exchange-Traded Funds (ETFs) and determine whichseems like the best investment for us. Information about ETFperformance, industry, expense ratio, dividend yield, and variousother elements will be given. Based on the description of the fundsprovided, I would like for you to discuss which investment was themost appealing to you from the perspective of a potential investorand why you felt that way.
As it is likely that there will many different companies chosenby different members of the class, please feel free to discuss anddebate with your colleagues about areas of agreement anddisagreement with your selections for your required follow-upresponses.
ETF #1
ETF #2
ETF #3
ETF #4
ETF #5
Industry/Sector
Whole Market
Energy
Bonds
Whole Market
Technology
12-month Returns
+ 9.1%
- 4.2%
+ 1.2%
+ 5.5%
+ 19.2%
Expense Ratio
0.10%
0.12%
0.05%
0.50%
1.15%
Dividend Yield
1.1%
3.4%
3.1%
4.1%
0.1%
Leveraged?
No
No
No
No
Yes (3x)
Inverse?
No
No
No
Yes
No
Region
US Domestic
US Domestic
Global
Emerging Nations
Global
Characteristic
Blend
Industry-Specific
Global Bonds
Negative Growth
Global Growth

Answer & Explanation Solved by verified expert

3.9 Ratings (514 Votes)

Details ETF 1 2 3 4 5 IndustrySector Whole Market Energy Bonds Whole Market Technology 12 month return Higher Negative Lower Average Highest Expense Ratio Lower Lower Lowest Average Higher Dividend Yield Lower Average Average Average Lowest Leveraged Nil Nil Nil Nil higher Inverse Yes Region Local Local See Answer

Get Answers to Unlimited Questions

Join us to gain access to millions of questions and expert answers. Enjoy exclusive benefits tailored just for you!

Membership Benefits:

Unlimited Question Access with detailed Answers
Zin AI - 3 Million Words
10 Dall-E 3 Images
20 Plot Generations
Conversation with Dialogue Memory
No Ads, Ever!
Access to Our Best AI Platform: Flex AI - Your personal assistant for all your inquiries!

Become a Member

Transcribed Image Text

For the third discussion question of the quarter, we are goingto examine a few Exchange-Traded Funds (ETFs) and determine whichseems like the best investment for us. Information about ETFperformance, industry, expense ratio, dividend yield, and variousother elements will be given. Based on the description of the fundsprovided, I would like for you to discuss which investment was themost appealing to you from the perspective of a potential investorand why you felt that way. As it is likely that there will many different companies chosenby different members of the class, please feel free to discuss anddebate with your colleagues about areas of agreement anddisagreement with your selections for your required follow-upresponses. ETF #1ETF #2ETF #3ETF #4ETF #5Industry/SectorWhole MarketEnergyBondsWhole MarketTechnology12-month Returns+ 9.1%- 4.2%+ 1.2%+ 5.5%+ 19.2%Expense Ratio0.10%0.12%0.05%0.50%1.15%Dividend Yield1.1%3.4%3.1%4.1%0.1%Leveraged?NoNoNoNoYes (3x)Inverse?NoNoNoYesNoRegionUS DomesticUS DomesticGlobalEmerging NationsGlobalCharacteristicBlendIndustry-SpecificGlobal BondsNegative GrowthGlobal Growth

	ETF #1	ETF #2	ETF #3	ETF #4	ETF #5
Industry/Sector	Whole Market	Energy	Bonds	Whole Market	Technology
12-month Returns	+ 9.1%	- 4.2%	+ 1.2%	+ 5.5%	+ 19.2%
Expense Ratio	0.10%	0.12%	0.05%	0.50%	1.15%
Dividend Yield	1.1%	3.4%	3.1%	4.1%	0.1%
Leveraged?	No	No	No	No	Yes (3x)
Inverse?	No	No	No	Yes	No
Region	US Domestic	US Domestic	Global	Emerging Nations	Global
Characteristic	Blend	Industry-Specific	Global Bonds	Negative Growth	Global Growth