Back to School Season Brings You This Outperforming ETF

Back to School Season Brings You This Outperforming ETF

Assessment

Interactive Video

Business, Information Technology (IT), Architecture

University

Hard

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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.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What overseas exposure does RTH have, and how significant is it?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

How has RTH performed compared to the S&P 500 and its main retail ETF competitor since its launch?

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