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Your group has been assigned two exchange traded funds available for investment in Canada. iShares S&P/TSX Capped Financials Index ETF What was the rate of

Your group has been assigned two exchange traded funds available for investment in Canada.

  1. iShares S&P/TSX Capped Financials Index ETF

  1. What was the rate of return for this ETF in 2020?

  2. What is this ETFs ticker symbol and exchange(s) on which it trades.

  3. How much is the management fee?

  4. Who is the portfolio manager for this fund?

  5. What are its top ten holdings?

  6. How often does this fund make distributions? What was the amount of the most recent distribution?

  7. Is this fund appropriate for investors who have a short-term time horizon? Explain.

  8. Is this fund appropriate for investors who have a long-term time horizon? Explain.

  1. S&P 500 INDEX ETF

  1. What was the rate of return for this ETF in 2020?

  2. What is this ETFs ticker symbol and exchange(s) on which it trades.

  3. How much is the management fee?

  4. Who is the portfolio manager for this fund?

  5. What are its top ten holdings?

  6. How often does this fund make distributions? What was the amount of the most recent distribution?

  7. Is this fund appropriate for investors who have a short-term time horizon? Explain.

  8. Is this fund appropriate for investors who have a long-term time horizon? Explain.

  1. Compare the two ETFs that you have examined. What are the relative advantages and disadvantages of the two ETFs? Be specific with your comparisons.

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