FNGZ ETF ANALYSIS

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FNGZ ETF FUNDAMENTALS
FNGZ ETF PERFORMANCE

FNGZ ISSUER

BMO Capital Markets offers the FNGZ issuer, a unique investment opportunity aimed at reflecting leveraged inverse exposure to the NYSE Fang+™ Index's daily performance. These senior unsecured medium-term notes, issued by Bank of Montreal, provide investors with a return linked to a two times leveraged participation in the inverse performance of the index, compounded daily. The structure accounts for factors such as the Daily Investor Fee, negative Daily Interest, and potential Redemption Fee Amount. The index itself is meticulously designed as an equal-dollar weighted representation of the technology and consumer discretionary sectors, focusing on highly-traded growth stocks of technology and tech-enabled companies. With FNGZ, investors gain a strategic avenue to navigate the dynamics of these sectors while leveraging the intricacies of daily index movements.

FNGZ DIVIDEND

FNGZ Dividend, offered by BMO Capital Markets, presents investors with an innovative opportunity tailored to the dynamics of dividend yield strategies within the equity market. As part of the FNGZ suite, these investment instruments aim to provide exposure to dividend-paying stocks while incorporating elements of leverage and inverse performance linked to the NYSE Fang+™ Index. Issued as senior unsecured medium-term notes by Bank of Montreal, FNGZ Dividend offers a return mechanism tied to a leveraged participation in the index's performance, compounded daily. This unique structure accounts for factors such as the Daily Investor Fee, negative Daily Interest, and the Redemption Fee Amount, providing investors with a comprehensive approach to navigating both dividend strategies and the inherent volatility of technology and consumer discretionary sectors. With FNGZ Dividend, investors gain access to a strategic blend of income generation and capital appreciation potential within the ever-evolving landscape of equity investments.

FNGZ TRACKING

FNGZ Tracking, a product offered by BMO Capital Markets, provides investors with a sophisticated tool for monitoring and capitalizing on the movements of the NYSE Fang+™ Index. These senior unsecured medium-term notes, issued by Bank of Montreal, are meticulously designed to reflect the performance of the index with a focus on precision and accuracy. By offering a leveraged inverse exposure to the index's daily performance, compounded daily, FNGZ Tracking caters to investors seeking to capitalize on short-term trends and market fluctuations within the technology and consumer discretionary sectors. The structure of FNGZ Tracking accounts for various factors, including the Daily Investor Fee, negative Daily Interest, and the Redemption Fee Amount, ensuring that investors have a comprehensive understanding of their investment's performance. With FNGZ Tracking, investors gain access to a sophisticated tool that aligns with their investment objectives, enabling them to navigate the complexities of the market with confidence and precision.

FNGZ CORRELATION

FNGZ Correlation, offered by BMO Capital Markets, provides investors with a strategic avenue to explore the relationship between their investment portfolio and the NYSE Fang+™ Index. These senior unsecured medium-term notes, issued by Bank of Montreal, offer investors exposure to a leveraged inverse correlation with the index's performance on a daily basis, compounded daily. By incorporating elements of correlation, FNGZ Correlation aims to provide investors with insights into how their portfolio may perform relative to the movements of the technology and consumer discretionary sectors represented by the index. The structure of FNGZ Correlation accounts for factors such as the Daily Investor Fee, negative Daily Interest, and the Redemption Fee Amount, ensuring transparency and clarity in tracking the correlation dynamics. With FNGZ Correlation, investors gain a valuable tool for managing risk and optimizing portfolio performance in alignment with market trends and movements.

FNGZ SECTOR

FNGZ Sector, a product offered by BMO Capital Markets, presents investors with a tailored approach to navigating the complexities of sector-specific investments, particularly within the technology and consumer discretionary sectors. These senior unsecured medium-term notes, issued by Bank of Montreal, offer investors exposure to a leveraged inverse participation in the performance of the NYSE Fang+™ Index, focusing on highly-traded growth stocks of technology and tech-enabled companies within these sectors. With FNGZ Sector, investors can strategically position themselves to capitalize on sector-specific trends and market dynamics while managing risk through the leveraged inverse exposure structure. The product's design accounts for factors such as the Daily Investor Fee, negative Daily Interest, and the Redemption Fee Amount, providing investors with transparency and clarity in their sector-focused investment strategy. FNGZ Sector offers investors a comprehensive tool for navigating and capitalizing on the ever-evolving landscape of the technology and consumer discretionary sectors.

FNGZ EXPOSURE

FNGZ Exposure, offered by BMO Capital Markets, provides investors with a nuanced approach to gaining exposure to the performance of the NYSE Fang+™ Index. These senior unsecured medium-term notes, issued by Bank of Montreal, offer investors a leveraged inverse exposure to the index's performance on a daily basis, compounded daily. With FNGZ Exposure, investors can strategically position themselves to capitalize on market movements within the technology and consumer discretionary sectors, which are represented by highly-traded growth stocks of technology and tech-enabled companies. The product's structure is designed to account for various factors, including the Daily Investor Fee, negative Daily Interest, and the Redemption Fee Amount, ensuring transparency and clarity in tracking exposure dynamics. FNGZ Exposure provides investors with a sophisticated tool to navigate market volatility and potentially capitalize on short-term trends within these sectors, aligning with their investment objectives and risk tolerance.

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FREQUENTLY ASKED QUESTIONS

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