- TD Active Global Infrastructure Equity ETF (TINF)
- Global X U.S. Infrastructure Development ETF (PAVE)
Q: Please recommend a hedged CDN ETF that invests in infrastructure in North America, that can earn 10% yield in the first year, including both capital appreciation and dividend. Would TINF be one of your recommendations?
5i Research Answer:
Yes; TINF is large enough and hitting new highs and we think would be one of the best for sector exposure. One-year return is an impressive 25.94%. It does have non-North American exposure, however (about 45%). PAVE could be better. It is 94% US and has had better recent performance (one year 35.77%).