Back to School Season Brings You This Outperforming ETF

The video discusses a retail-focused fund that provides exposure to the retail ecosystem, including distribution, wholesale, online, and specialty retailers. The fund is market cap weighted, with major holdings in companies like Amazon, Costco, and Walmart. It has a small overseas exposure and has outperformed the S&P 500 and its main competitor, XRT, since its launch in 2011. Despite having fewer assets, it shares the same expense ratio as its competitor. The fund is rated positively in the Bloomberg Intelligence Traffic Light system.

Which sectors are included in the retail ecosystem exposure of the fund?

• Healthcare and Pharmaceuticals

• Technology and Telecommunications

• Distribution, Wholesale, and Online

• Automotive and Aerospace

Which major companies dominate the RTH fund due to its market cap weighting?

• Apple and Microsoft

• Amazon and Costco

• Google and Facebook

• Tesla and Ford

What is the percentage of overseas exposure in the RTH fund?

• 10%

• 15%

• 5%

• 2%

Since its launch, how has RTH performed compared to the S&P 500?

• Outperformed

• No comparison available

• Matched

• Underperformed

What is the expense ratio of the RTH fund?

• 25 basis points

• 35 basis points

• 45 basis points

• 55 basis points