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SIE: Investment Companies & Packaged Products
SIE practice questionhardETFs

Which of the following best explains why ETFs experience lower capital gains distributions than mutual funds?

  1. AETF shares are created and redeemed in kind, minimizing the need to sell portfolio securities✓ Correct answer
  2. BETF portfolios are never rebalanced
  3. CETFs are exclusively passively managed
  4. DETFs do not invest in stocks
Explanation

Why AETF shares are created and redeemed in kind, minimizing the need to sell portfolio securities

In-kind share transactions generally prevent taxable gains. ETFs can be actively managed, may hold stocks, and can be rebalanced, so B, C, and D are incorrect.

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