Detailed Quote
Questions on this company?
Become a Member
Company Profile
Interactive Chart
Key Ratios
Earnings
Analyst Recommendations
5i Recent Questions
Q: What is your favorite momentum ETF? I like the Vanguard one because of its MER but is it the best one to own?
Thank you
Thank you
- VanEck Morningstar Wide Moat ETF (MOAT)
- iShares MSCI USA Momentum Factor ETF (MTUM)
- Schwab US Dividend Equity ETF (SCHD)
- Amplify CPW Enhanced Dividend Income ETF (DIVO)
Q: hello 5i:
In our various portfolios, we own DIVO, SCHD and MTUM. MOAT is not owned. I've done a fairly deep dive trying to compare the 4 etf's as I'd like to consolidate some of our single companies eg. MRK, LMT etc etc into ETFs to simplify things, and in the case of the RRIFs, to enhance yield. By my metrics, DIVO seems to come out on top on a risk/reward basis and a good balance of yield with growth. I've included MOAT as I'm interested in the concept (but not sold on the ETF). Can you confirm my findings? Would you agree, or what could you add to my findings? Is there a source (Morningstar does a good job, but not great) that would allow me to better compare risk/return of the listed etf's?
I realize there are a few questions here: take as many credits as necessary to answer as I have a lot banked.
thanks
Paul L
In our various portfolios, we own DIVO, SCHD and MTUM. MOAT is not owned. I've done a fairly deep dive trying to compare the 4 etf's as I'd like to consolidate some of our single companies eg. MRK, LMT etc etc into ETFs to simplify things, and in the case of the RRIFs, to enhance yield. By my metrics, DIVO seems to come out on top on a risk/reward basis and a good balance of yield with growth. I've included MOAT as I'm interested in the concept (but not sold on the ETF). Can you confirm my findings? Would you agree, or what could you add to my findings? Is there a source (Morningstar does a good job, but not great) that would allow me to better compare risk/return of the listed etf's?
I realize there are a few questions here: take as many credits as necessary to answer as I have a lot banked.
thanks
Paul L
Q: For a high risk tolerance and growth oriented for the next 5 years what other 4 mutual funds would you recommend with style similar to FID Special Situations that would have not to much overlap
Insiders
Share Information
SEC Filings
News and Media