Investment Q&A

• iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD $35.08)
  • $35.08 P/E (TTM): 20.01X Cap: $192M
  • View XHD Profile
  • View Questions on XHD
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $59.25)
  • $59.25 P/E (TTM): 5.96X Cap: $5.05B
  • View VDY Profile
  • View Questions on VDY
• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $70.04)
  • $70.04 P/E (TTM): 24.11X Cap: $918M
  • View VGH Profile
  • View Questions on VGH

Q: Can you please recommend an equivalent to VDY that holds U.S. Companies and is Canadian Hedged?
Thanks

Upvote 0

Read Answer Asked by Curtis on August 16, 2023

• iShares Core S&P Small-Cap ETF (IJR $119.59)
  • $119.59 P/E (TTM): 17.32X Cap: $87.03B
  • View IJR Profile
  • View Questions on IJR

Q: Is it true the companies in IJR small cap 600 are requred to be profitable and 45 % or the companies in the Russell 2000 are not profitable thus making IJR a safer and better investment, Is there a covered call etf similar to IJR? Thanks for your expertise.

Upvote 0

Read Answer Asked by Ian on August 15, 2023

Q: Hi, I'm not sure if my question went through previously, but I was wondering if you could provide more information on the ETF Fund Growth Model Portfolio with respect to proportions of different sectors and different country involvement?

Upvote 0

Read Answer Asked by Adam on August 14, 2023

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $175.50)
  • $175.50 P/E (TTM): 35.03X Cap: $2.83B
  • View ZQQ Profile
  • View Questions on ZQQ
• RBC Life Science and Technology Fund Series D (RBF1030 $76.34)
  • $76.34 P/E (TTM): 23.7X
  • View RBF1030 Profile
  • View Questions on RBF1030

Q: Over the long run these two technology ETFs show comparable returns. However while ZQQ has significantly outperformed RBF1030 over the past year, the trend has reversed over the last month. RBF 1030 has a higher healthcare component than ZQQ and recent healthcare news (diabetes, weight loss drugs) seem to be driving it forward while stumbling tech shares recently are holding back this component. Given the big run up in technology over the past year, do you think RBF1030 with its higher healthcare component might be safer or provide better performance over the next year or so.

Upvote 0

Read Answer Asked by Ken on August 14, 2023

• Cimarex Energy Co (XEC $87.20)
  • $87.20 Cap: $8.96B
  • View XEC Profile
  • View Questions on XEC
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.58)
  • $46.58 P/E (TTM): 5.86X Cap: $3.21B
  • View VEE Profile
  • View Questions on VEE
• iShares S&P India Nifty 50 Index Fund (INDY $53.52)
  • $53.52 P/E (TTM): 16.25X Cap: $693M
  • View INDY Profile
  • View Questions on INDY
• iShares MSCI Brazil ETF (EWZ $33.49)
  • $33.49 P/E (TTM): 51.35X Cap: $6.47B
  • View EWZ Profile
  • View Questions on EWZ

Q: Hi there, do you have a view on any specific emerging markets (eg single countries) that are particularly investable right now? Ideally accessible via a targeted ETF. Thanks as always!

Upvote 0

Read Answer Asked by Chris on August 14, 2023

• BMO Real Return Bond Index ETF (ZRR $14.38)
  • $14.38 Cap: $98M
  • View ZRR Profile
  • View Questions on ZRR

Q: I note you last comment on ZRR (BMO Real Return Bond Index ETF) was in 2022. I note it has declined from the $19 range about a year ago down to $14 currently. What are your thoughts on it today as a place to invest for dividend income (RBC shows a dividend of 6.83%). I am interested in it for income as I am retired. How safe is the dividend and what will cause the price to appreciate again?

Upvote 0

Read Answer Asked by Randy on August 14, 2023

• iShares MSCI Emerging Markets ex China Index ETF (XEMC $60.23)
  • $60.23 P/E (TTM): 5.86X Cap: $54M
  • View XEMC Profile
  • View Questions on XEMC
• iShares MSCI Emerging Markets ex China ETF (EMXC $72.40)
  • $72.40 P/E (TTM): 6.34X Cap: $13.37B
  • View EMXC Profile
  • View Questions on EMXC

Q: Can you please give me a few ideas on Emerging Market ETF's that you like. I would prefer little or no exposure to China. Do you agree with this thinking? Your thoughts and best ideas would be appreciated. Thank You.

Upvote 0

Read Answer Asked by Brian on August 14, 2023

• Global X Europe 50 Index Corporate Class ETF (HXX $66.29)
  • $66.29 Cap: $169M
  • View HXX Profile
  • View Questions on HXX

Q: Hi 5i,
I am interested in purchasing HXX to get tax efficient exposure to Eurozone in my NonReg account. The AUM is approx. 95M, Counter party exposue is 24% and the 30 day trading volume is 1,500. Do you see any issues with buying this ETF for the long haul? Is Eurozone a decent valuation compared to Canada and USA markets? thanks

Upvote 0

Read Answer Asked by Ian on August 14, 2023

• BMO Canadian High Dividend Covered Call ETF (ZWC $20.05)
  • $20.05 P/E (TTM): 12.87X Cap: $1.87B
  • View ZWC Profile
  • View Questions on ZWC

Q: Peter; If I own various oil and gas/ tech stocks does it make sense to buy a covered call ETF, i.e., the BMO ZWT and the Horizon ENCC , to hedge ? Thanks.
Rod.

Upvote 1

Read Answer Asked by Rodney on August 14, 2023

• Global X Equal Weight Canadian Banks Index ETF (HBNK $32.23)
  • $32.23 P/E (TTM): 11.32X Cap: $1.02B
  • View HBNK Profile
  • View Questions on HBNK

Q: Do you consider this ETF suitable for a dividend-oriented portfolio? Thanks.

Upvote 0

Read Answer Asked by Gerald on August 14, 2023

• SPDR S&P 500 ETF Trust (SPY $683.00)
  • $683.00 P/E (TTM): 27.29X Cap: $706.24B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $621.57)
  • $621.57 P/E (TTM): 36.04X Cap: $408.55B
  • View QQQ Profile
  • View Questions on QQQ
• Vanguard Mega Cap Growth ETF (MGK $417.39)
  • $417.39 P/E (TTM): 39.64X Cap: $31.91B
  • View MGK Profile
  • View Questions on MGK

Q: I do not have a representation in my portfolio of the top 7 stocks that driven the markets higher this past year. What would be the best ETF to buy to represent these magnificent 7 as they are called?

Upvote 0

Read Answer Asked by Brendan on August 11, 2023

• BMO Equal Weight REITs Index ETF (ZRE $21.97)
  • $21.97 P/E (TTM): 19.0X Cap: $583M
  • View ZRE Profile
  • View Questions on ZRE
• BMO Equal Weight Utilities Index ETF (ZUT $26.90)
  • $26.90 P/E (TTM): 17.63X Cap: $821M
  • View ZUT Profile
  • View Questions on ZUT

Q: Hello, from a defensive perspective that is least correlated with the stock market, which ETF would you purchase ? (All other factors remaining equal)

Upvote 0

Read Answer Asked by Robbie on August 11, 2023

• iShares Core Canadian Universe Bond Index ETF (XBB $28.62)
  • $28.62 Cap: $8.90B
  • View XBB Profile
  • View Questions on XBB
• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.76)
  • $16.76 Cap: $946M
  • View XHY Profile
  • View Questions on XHY
• iShares 20+ Year Treasury Bond ETF (TLT $89.96)
  • $89.96 Cap: $50.24B
  • View TLT Profile
  • View Questions on TLT
• iShares 20+ Year U.S. Treasury Bond Index ETF (CAD-Hedged) (XTLH $33.08)
  • $33.08 Cap: $313M
  • View XTLH Profile
  • View Questions on XTLH

Q: hi,
can I get your opinion on the Aug. 9th Globe and Mail article by David Rosenberg and Bhawana Chhabra, "...It's time for investors to revisit their asset mix." And are you able to provide a few Canadian dollar ETF's to buy ( US treasury index? other? ), if you would in fact recommend that?
thanks, Chris

Upvote 0

Read Answer Asked by chris on August 11, 2023

• BMO Covered Call Utilities ETF (ZWU $11.48)
  • $11.48 P/E (TTM): 18.74X Cap: $1.96B
  • View ZWU Profile
  • View Questions on ZWU
• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.48)
  • $13.48 P/E (TTM): 19.81X Cap: $926M
  • View UMAX Profile
  • View Questions on UMAX

Q: Can you compare these please. umax distribution is much higher and is not leveraged, fewer holdings but includes railroads

Is zwu leveraged, and what does "leaverage" mean

Can't find umax mer

Thank you as always

Upvote 0

Read Answer Asked by JACK on August 11, 2023

• Simplify Volatility Premium ETF (SVOL $17.77)
  • $17.77 P/E (TTM): 29.34X Cap: $893M
  • View SVOL Profile
  • View Questions on SVOL

Q: What is your opinion of svol etf. What are the risks with it in your view. Will it increase in price if volaltility increase. Thanks for your expert analysis

Upvote 0

Read Answer Asked by Ian on August 10, 2023

• Franklin FTSE Japan Hedged ETF (FLJH $39.10)
  • $39.10 P/E (TTM): 9.55X Cap: $115M
  • View FLJH Profile
  • View Questions on FLJH
• Franklin FTSE Japan ETF (FLJP $35.84)
  • $35.84 P/E (TTM): 15.06X Cap: $2.55B
  • View FLJP Profile
  • View Questions on FLJP

Q: Dear 5i,
If one wanted to get exposure to Japan using either FLJP or FLJH and had a medium to long term view that the Japanese currency was going to get stronger than the US dollar. Which ETF is the best one to purchase for maximum appreciation? I often get confused with hedged and non-hedged products. Can you share any simple rules I might use in future to avoid the confusion. Thanks

Upvote 0

Read Answer Asked by Ian on August 09, 2023

• Global X Gold ETF (HUG $30.85)
  • $30.85 Cap: $49M
  • View HUG Profile
  • View Questions on HUG
• SPDR Gold Shares ETF (GLD $379.87)
  • $379.87 Cap: $138.27B
  • View GLD Profile
  • View Questions on GLD
• iShares Gold Trust (IAU $77.80)
  • $77.80 Cap: $63.97B
  • View IAU Profile
  • View Questions on IAU
• SPDR Gold MiniShares Trust (GLDM $81.75)
  • $81.75 Cap: $23.28B
  • View GLDM Profile
  • View Questions on GLDM

Q: Hi gang , could you please suggest me 3-4 gold ETF? Hold for 2-3 years. Thanks
Alnoor

Upvote 0

Read Answer Asked by Alnoor on August 08, 2023

• iShares U.S. Aerospace & Defense ETF (ITA $210.51)
  • $210.51 P/E (TTM): 20.79X Cap: $12.28B
  • View ITA Profile
  • View Questions on ITA

Q: Are there any Canadian ETF s that track the US defence industry ? What are your thoughts of investing in this sector ? Thanks. Derek

Upvote 0

Read Answer Asked by Derek on August 08, 2023

• First Solar Inc. (FSLR $264.15)
  • $264.15 P/E (TTM): 20.92X Cap: $28.34B
  • View FSLR Profile
  • View Questions on FSLR
• iShares S&P Global Clean Energy Index Fund (ICLN $17.76)
  • $17.76 P/E (TTM): 36.03X Cap: $2B
  • View ICLN Profile
  • View Questions on ICLN
• SolarEdge Technologies Inc. (SEDG $44.70)
  • $44.70 Cap: $2.67B
  • View SEDG Profile
  • View Questions on SEDG
• Enphase Energy Inc. (ENPH $30.84)
  • $30.84 P/E (TTM): 22.49X Cap: $4.03B
  • View ENPH Profile
  • View Questions on ENPH

Q: ICLN Any reasons for the decline over the last few days?
Thank you.

Upvote 0

Read Answer Asked by Douglas on August 08, 2023

• State Street SPDR S&P Semiconductor ETF (XSD $325.71)
  • $325.71 P/E (TTM): 36.96X Cap: $1.70B
  • View XSD Profile
  • View Questions on XSD
• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $295.15)
  • $295.15 P/E (TTM): 37.07X Cap: $16.61B
  • View SOXX Profile
  • View Questions on SOXX
• VanEck Vectors Semiconductor ETF (SMH $351.05)
  • $351.05 P/E (TTM): 34.16X Cap: $36.57B
  • View SMH Profile
  • View Questions on SMH

Q: On this pullback in technology, do you have favourites to target or with all the different sub-sectors of semi’s would it just make more sense to focus on an ETF? Thank you!

Upvote 0

Read Answer Asked by Michael on August 08, 2023