Investment Q&A

• BMO Covered Call Technology ETF (ZWT)
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Q: Would you comment generally on ZWT
Can the covered call feature in any sense be viewed as "defensive"
What would be an alternative ETF that would have much the same stock portfolio as ZWT, but without the covered call feature?

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Read Answer Asked by GEORGE on August 15, 2022

• BMO Covered Call Utilities ETF (ZWU)
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• BMO Equal Weight Utilities Index ETF (ZUT)
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Q: I have had the impression that covered calls were a riskier type of investment but when I look at the beta, std dev, alpha, sharpe ratio, etc I don't see much difference between the two ETFs listed. Are they both considered about equal?

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Read Answer Asked by Betty on August 15, 2022

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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• iShares Convertible Bond Index ETF (CVD)
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Q: Was reviewing the 5i Income Portfolio and the type of bond funds in portfolio. Then was looking at the dividend payments on the two ETFs, the convertible bond (which is in the portfolio) is double of the laddered bond (which isn't in portfolio). Are convertible bond funds considered a much higher risk over laddered bond fund?

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Read Answer Asked by Betty on August 15, 2022

Q: Hello
Just read the Aug ETF publication. Can you give 5i s thoughts on the above bond position comparison?

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Read Answer Asked by Brant on August 12, 2022

• Power Corporation of Canada Subordinate Voting Shares (POW)
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• BMO US High Dividend Covered Call ETF (ZWH)
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Q: Ignoring sector, would it make sense to swap POW for ZWH for safety and long term income in a registered account? Thanks.

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Read Answer Asked by Keith on August 11, 2022

• BMO Covered Call Canadian Banks ETF (ZWB)
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Q: Hi all,

I have full or close to full positions in 3 of the big 6 banks. Smaller positions in the others.

How do you feel ZWB would fit into the mix for income and potentially some growth?

Would it be a good compliment or would you just recommend sticking with the individual banks.

Thanks.

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Read Answer Asked by Dave on August 09, 2022

• Mawer Balanced Fund Series A (MAW104)
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Q: Retired and I’am considering buying the above mutual fund, with a substantial amount to me $50,000 .
However the .91mer is giving me hesitation? Also not exactly sure what they yeild per year as I’m looking for 3%+ dividend.
I understand they are a solid long term choice, however would like your etf equivalent with a better expense ratio and or performance.
( also not a fan of return of capital) .Thanks

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Read Answer Asked by Brad on August 08, 2022

• ARK Genomic Revolution ETF (ARKG)
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Q: In march, you answered a question on arkg : We would not expect much of a recovery 'in the next few months'.

How do you explain the 21 % in 1 month. thank you

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Read Answer Asked by francis on August 08, 2022

• Desjardins 1-5 year Laddered Canadian Corporate Bond Index ETF (DCC)
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Q: Could you kindly give your outlook for this fund. From my understanding it holds short terms corporate bonds which would be positive in the current rising interest rate environment yet it has been loosing value. Also, would you consider it defensive irrespective if interest rates continue to rise, stabilize or do a reversal.
Thank you

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Read Answer Asked by Francisco on August 05, 2022

• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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• iShares Core MSCI US Quality Dividend Index ETF (XDU)
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• JPMorgan BetaBuilders Europe ETF (BBEU)
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Q: Hi I am still looking for Growth opportunity PLUS INCOME ( main criteria).

Also looking to diversify. Currently I own no European stocks.

Can I have your thoughts on BEUR : mer 0.9% and yield @ 6.4%

Or is there a better opportunity out there.

Thanks.

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Read Answer Asked by Donald on August 04, 2022

• BMO US High Dividend Covered Call ETF (ZWH)
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• Global X S&P 500 Covered Call ETF (XYLD)
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD)
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Q: is there a $CDN equivalent to XYLD?

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Read Answer Asked by Tony on August 04, 2022

• Purpose Core Dividend Fund (PDF)
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• iShares Core MSCI US Quality Dividend Index ETF (XDU)
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV)
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Q: Can I please get your opinion on this ETF for dividends and some growth. It seems to me this fund used to be nicely balanced with about 40 stocks all equally weighted and balanced sector wise. 20 US and 20 CAD holdings. Also the AUM looks to have decreased. The holdings and breakdown look much less appealing now, being overweight financials and energy not that different than any other Canadian div etf. thoughts and replacement options.
Thank you!

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Read Answer Asked by Kyle on August 03, 2022

• SPDR S&P 500 ETF Trust (SPY)
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• INVESCO QQQ Trust (QQQ)
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• Vanguard Total World Stock ETF (VT)
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Q: Hi,
Are SPY and QQQ subsets of VT? If so, would it suffice to just invest in VT as a more diverse index fund for a long term hold? Thanks.

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Read Answer Asked by Keith on August 02, 2022

• BMO US Dividend ETF (ZDY)
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• BMO US High Dividend Covered Call ETF (ZWH)
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
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Q: Good Morning,
Would you rank ZWH as a buy in the current environment is there any comparable ETFs listed in CAD that perhaps have a smaller covered call overlay to allow more growth.

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Read Answer Asked by Kyle on August 02, 2022

• iShares Core Canadian Universe Bond Index ETF (XBB)
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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• SPDR S&P 500 ETF Trust (SPY)
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• INVESCO QQQ Trust (QQQ)
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• Vanguard Growth ETF Portfolio (VGRO)
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Q: What specific ETFs suggestions would make a diversified portfolio

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Read Answer Asked by Nick on August 02, 2022

• Keg Royalties Income Fund (The) (KEG.UN)
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• Recon Capital NASDAQ-100 Covered Call ETF (QYLD)
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• Global X S&P 500 Covered Call ETF (XYLD)
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Q: Looking to add to my income portfolio and trying to decide between QYLD, RYLD, XYLD, HHL-U and Keg-un. Can you recommend which you would select for a patient 68 year old and your reasoning behind your choice please. Thanks again.

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Read Answer Asked by Danny-boy on August 02, 2022

• Mulvihill Canadian Bank Enhanced Yield ETF (CBNK)
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Q: Can I have your opinion on this ETF. Is there a better choice for safety and income Thx

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Read Answer Asked by JAMES on August 02, 2022

• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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• Vanguard Dividend Appreciation FTF (VIG)
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• SPDR S&P 500 ETF Trust (SPY)
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• iShares Russell 2000 ETF (IWM)
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• Vanguard Growth ETF Portfolio (VGRO)
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Q: Hello,

Please recommend some total market ETFs for the Canadian market, the American Market, for growth, for income, and/or the best overall in your opinion.

Thanks,

Mark

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Read Answer Asked by Mark on August 02, 2022

• Harvest Brand Leaders Plus Income ETF (HBF)
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Q: hello, what is your opinion of HBF as an income product? Thanks

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Read Answer Asked by Martin on July 29, 2022

• iShares Core Canadian Universe Bond Index ETF (XBB)
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• iShares Core Canadian Short Term Corporate Bond Index ETF (XSH)
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Q: I've got a 10&% loss in XSH. Is there an alternative ETF I can buy after selling this?

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Read Answer Asked by Gerald on July 29, 2022