Investment Q&A

• Vanguard S&P 500 ETF (VOO)
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• SPDR S&P 500 ETF Trust (SPY)
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• Invesco S&P 500 Equal Weight ETF (RSP)
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• iShares Core S&P 500 ETF (IVV)
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Q: could you pls suggest a couple of US denominated etfs that track the sp500 - preferably equally weighted. Thanks

Upvote 4

Read Answer Asked by gary on January 14, 2025

• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV)
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Q: To my big surprise the monthly income from XDIV is classified as "interests" income at BMO Investorline and not as dividends income. A T5 slip will confirm this in a few weeks but in your view should it be interest or dividend? Thanks.

Upvote 2

Read Answer Asked by Charles on January 13, 2025

• Abacus FCF International Leaders ETF (ABLG)
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Q: I have been trying to find research information in 5i questions and on my trading platform, RBC Direct Investing for TTAI - FCF International Quality ETF mentioned on the latest podcast, but I can't find it using the ticker or description. Can you help me with where to look? If this isn't an ETF that is available to me through RBC DI, is there a comparable ETF for international market compounders? Thanks!

Upvote 1

Read Answer Asked by Kim on January 13, 2025

• Vanguard U.S. Dividend Appreciation Index ETF (VGG)
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
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• Vanguard Dividend Appreciation FTF (VIG)
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Q: Good Morning
Is there an unhedged version of VGH ?
Can you recommend any other unhedged ETF similar to VIG but listed in the Toronto Stock Exchange ?
Thank you

Upvote 4

Read Answer Asked by Terry on January 13, 2025

• iShares Russell 2000 Growth ETF (IWO)
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• iShares MSCI World Index ETF (XWD)
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• RBC Quant U.S. Dividend Leaders ETF (RUD)
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• Vanguard S&P 500 Index ETF (VFV)
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• Financial Select Sector SPDR (XLF)
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• Vanguard S&P 500 ETF (VOO)
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• Vanguard Dividend Appreciation FTF (VIG)
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• Vanguard High Dividend Yield Indx ETF (VYM)
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Q: I currently own a full weigh of the above listed ETFs and in light of President Trump's economic policies that are likely to benefit the financial sector, I'm looking at possibly adding XLF: US ETF to my US$ Non Registered account.


Q1. What would be your best idea for US$ ETF to add to a US$ Non Registered account at this time along with your rational for this choice?

Q2.What are your thoughts on XLF:US in terms of potential return for 2025 and the remainder of the Trump presidency?

Thank you and I look forward to your response.
Francesco

Upvote 4

Read Answer Asked by Francesco on January 13, 2025

• Global X S&P 500 Index Corporate Class ETF (HXS)
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Q: As a follow up to my question on January 8 regarding ETFs you suggested ZSP to represent S&P 500
Would HXS be a better alternative since there will be no withholding tax in the TFSA as per asked by Danny boy on January 10?

Upvote 2

Read Answer Asked by Indra on January 13, 2025

• iShares S&P/TSX 60 Index ETF (XIU)
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Q: I am trying to understand how an ETF like XIU works. Does a shareholder actually own any stocks when they own this etf, or do they just own shares in a fund that tracks the TSX 60, but doesn't actually own the individual companies?

Upvote 3

Read Answer Asked by Maria on January 13, 2025

• BMO S&P 500 Index ETF (ZSP)
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• Vanguard S&P 500 ETF (VOO)
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• Vanguard Mega Cap Growth ETF (MGK)
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• Evolve FANGMA Index ETF (TECH)
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Q: Can you please recommend an equivalent ETF to VOO or MGK that is denominated in Cdn dollars. Thank you.

Upvote 2

Read Answer Asked by Greg on January 13, 2025

• Global X S&P 500 Index Corporate Class ETF (HXS)
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Q: What are some ETFs that do not pay dividends but value is instead increased through its share price? I have HSAV, looking for others. Thanks

Upvote 4

Read Answer Asked by Eric on January 13, 2025

• EMQQ The Emerging Markets Internet ETF (EMQQ)
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Q: Hi Team,

Thoughts on adding this etf to a long term portfolio?

After the big run in U.S markets there seems to be great value here relatively.

Upvote 1

Read Answer Asked by Keith on January 10, 2025

Q: Follow-up to my question about CIB238 and PSA. Thanks for the explanation. You indicated that CIB238 pays a yield of 4.8% while PSA pays 3.4%. Are these current comparable yields? CIB238 seems high. Could the CIB238 be the yield over the past year while PSA is the current yield? If it was your $100k, which would you invest in to park money?

Upvote 2

Read Answer Asked on January 10, 2025

• Harvest Premium Yield Treasury ETF (HPYT)
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Q: Will this recover or should I sell? Harvest Premium Yield Treasury ETF (HPYT:CA)
Your view would be appreciated.

Upvote 2

Read Answer Asked by John on January 10, 2025

• Global X US Dollar Currency ETF (DLR)
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• BMO Money Market Fund (ZMMK)
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Q: Would you prefer DLR to ZMMK if you want to park cash ? ZMMK price barely fluctuates and has 3-4% yierld; on the other hand DLR provides a yield 3.5% in addition to USD fluctuation

Upvote 1

Read Answer Asked by Patrick on January 10, 2025

• Biogen Inc. (BIIB)
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• Gilead Sciences Inc. (GILD)
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• Illumina Inc. (ILMN)
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• AbbVie Inc. (ABBV)
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• Abbott Laboratories (ABT)
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• Eli Lilly and Company (LLY)
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• Novo Nordisk A/S (NVO)
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• iShares Biotechnology ETF (IBB)
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• SPDR Biotech ETF (XBI)
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• First Trust NYSE Arca Biotechnology ETF (FBT)
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Q: Hi 5i, can you give me the names of 4 or 5 large cap pharmaceutical companies that are buyable now. Also I'm looking for 4 or 5 Biotech companies with one drug in the market making money and maybe something in the pipeline that looks like it has a good future? for example TGTX.

Upvote 5

Read Answer Asked by Mark on January 09, 2025

• Vanguard S&P 500 Index ETF (VFV)
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• BMO S&P US Mid Cap Index ETF (ZMID)
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Q: With all the noise around Mr. Trump I’m thinking your
Canadain dollar could take a beating.
How could someone hedge against this possibility,I
Have been buying two etf’s zmid and vfv thinking that if the cad goes down these two etf’s will go up ?
Thank for the help
Sam

Upvote 4

Read Answer Asked by Sam on January 09, 2025

• Purpose US Cash Fund (PSU.U)
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• Global X USD Cash Maximizer Corporate Class ETF (HSUV.U)
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• Global X 0-3 Month T-Bill ETF (CBIL)
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• BMO USD Cash Management ETF (ZUCM.U)
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Q: Currently my entire allocation of money market funds is in PSA which currently pays just over 4%. However , rates are dropping in Canada. I am considering moving all my money market allocation to ZUCM which appears to be an American dollar money market paying over 5 % . I believe rates are less likely to decline in the US.
Do you like this strategy ?
Do you prefer a different American dollar money market account ?

Upvote 10

Read Answer Asked by BOYD on January 09, 2025

• CI Morningstar Canada Momentum Index ETF (WXM)
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• Vanguard Global Momentum Factor ETF (VMO)
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Q: I am curious to hear your views on the WXM momentum ETF in the current market environment. I'm looking for an ETF to round out the portfolio and it appears to have a better balance of sectors than some other Canadian dividend and broad market products. Thank you.

Upvote 6

Read Answer Asked by Stephen on January 09, 2025

• Vanguard Dividend Appreciation FTF (VIG)
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• Schwab US Dividend Equity ETF (SCHD)
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Q: Which do you prefer for 2025 VIG vs SCHD?

Upvote 3

Read Answer Asked by Mike on January 09, 2025

• BMO S&P 500 Index ETF (ZSP)
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• Vanguard S&P 500 Index ETF (VFV)
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• Vanguard S&P 500 ETF (VOO)
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• SPDR S&P 500 ETF Trust (SPY)
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Q: Is there a "Best" S&P500 Index ETF, or are all the same? Which has performed the best last year?

Thanks!

Upvote 5

Read Answer Asked by Austin on January 09, 2025

• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
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• Vanguard Dividend Appreciation FTF (VIG)
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• Vanguard Total International Stock (VXUS)
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• Vanguard Balanced ETF Portfolio (VBAL)
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• BMO S&P US Mid Cap Index ETF (ZMID)
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Q: Hi

My partner has funds to invest in a TFSA for a 3–5+-year hold starting now. Can you please suggest several diversified ETFs that would be worth considering both USD and CAD hedged that are likely to see growth, including any mid-cap ETFs to consider. Please also suggest any bond ETFs to consider providing balance.

Thank you for the great service!

Upvote 5

Read Answer Asked by Mark on January 09, 2025