Investment Q&A

• iShares Russell 2000 Growth ETF (IWO $331.87)
  • $331.87 P/E (TTM): 22.36X Cap: $12.89B
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• iShares S&P/TSX SmallCap Index ETF (XCS $34.96)
  • $34.96 P/E (TTM): 15.16X Cap: $241M
  • View XCS Profile
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• iShares Russell 1000 Growth ETF (IWF $446.26)
  • $446.26 P/E (TTM): 35.06X Cap: $116.71B
  • View IWF Profile
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Q: Which US ETFs do you feel best represent the S&P small cap and mid-cap index? Are there any Canadian equivalents?

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Read Answer Asked by Bryan on November 23, 2022

• BMO Covered Call Utilities ETF (ZWU $12.01)
  • $12.01 P/E (TTM): 16.11X Cap: $2.13B
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• BMO Low Volatility Canadian Equity ETF (ZLB $59.16)
  • $59.16 P/E (TTM): 0.71X Cap: $5.94B
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• BMO US Dividend ETF (ZDY $53.07)
  • $53.07 P/E (TTM): 19.79X Cap: $795M
  • View ZDY Profile
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• BMO US High Dividend Covered Call ETF (ZWH $25.27)
  • $25.27 P/E (TTM): 19.98X Cap: $1.06B
  • View ZWH Profile
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• Global X Active Canadian Dividend ETF (HAL $30.10)
  • $30.10 P/E (TTM): 14.93X Cap: $123M
  • View HAL Profile
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• CI Health Care Giants Covered Call ETF (FHI $10.66)
  • $10.66 P/E (TTM): 19.27X Cap: $106M
  • View FHI Profile
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• Hamilton Enhanced Canadian Bank ETF (HCAL $39.88)
  • $39.88 P/E (TTM): 15.2X Cap: $856M
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Q: I have the above ETF,s in my TFSA in roughly equal weights along with a number of stocks. Is there sugnifcat any over lap here? Where would add first or all equaly? I know your not a fan of covered call ETSs. Any suggested changes or additions?

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Read Answer Asked by Henry on November 23, 2022

• BMO US Dividend ETF (ZDY $53.07)
  • $53.07 P/E (TTM): 19.79X Cap: $795M
  • View ZDY Profile
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• BMO US High Dividend Covered Call ETF (ZWH $25.27)
  • $25.27 P/E (TTM): 19.98X Cap: $1.06B
  • View ZWH Profile
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• Global X Active Canadian Dividend ETF (HAL $30.10)
  • $30.10 P/E (TTM): 14.93X Cap: $123M
  • View HAL Profile
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.45)
  • $16.45 P/E (TTM): 20.4X Cap: $1.07B
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• iShares TIPS Bond ETF (TIP $111.02)
  • $111.02 Cap: $14.12B
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• iShares 0-5 Year TIPS Bond ETF (STIP $103.45)
  • $103.45 Cap: $14.57B
  • View STIP Profile
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• JPMorgan Equity Premium Income ETF (JEPI $57.54)
  • $57.54 P/E (TTM): 25.63X Cap: $44.53B
  • View JEPI Profile
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Q: As STIP and TIP have ceased to pay their previously excellent distributions, I have been looking for alternatives with similar distribution, diversification and volatility characteristics. XHY seems a valid choice; however, can you comment/provide alternatives? Thanks.

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Read Answer Asked by David on November 23, 2022

• JPMorgan Equity Premium Income ETF (JEPI $57.54)
  • $57.54 P/E (TTM): 25.63X Cap: $44.53B
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Q: What do you think of this ETF? Are there Canadian comparable ETFs?

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Read Answer Asked by Peter on November 22, 2022

• BMO S&P 500 Index ETF (ZSP $103.25)
  • $103.25 P/E (TTM): 25.8X Cap: $21.35B
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• BMO S&P 500 Index ETF (ZSP.U $74.54)
  • $74.54 P/E (TTM): 25.8X Cap: $2.55B
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Q: Please explain the advantages and/or disadvantages between ZSP & ZSP.U. Thanks … Cal

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Read Answer Asked by cal on November 22, 2022

• Mawer International Equity Fund Series A (MAW102 $95.19)
  • $95.19 P/E (TTM): 18.1X Cap: $1.15B
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Q: I am overweight USA and Canada and looking to either add general global exposure with maw102 or more europe focused VE etf ( which isn't listed in your pulldown list for some reason!). I already hold these 2 products so plan is to top up one or the other. Which do you prefer currently.

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Read Answer Asked by Tom on November 22, 2022

• BMO ARK Innovation Fund (ARKK $18.14)
  • $18.14 P/E (TTM): 82.63X
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Q: Hi, do you have any information of this BMO Arc innovation fund? Is it related with ARKK of Cathy Wood? Thank you.

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Read Answer Asked by David on November 22, 2022

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.60)
  • $17.60 P/E (TTM): 31.6X Cap: $8.28B
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Q: What is your opinion of Virtus Infracap U.S. Preferred Stock ETF? How does it stack up, from your perspective, to QYLD?

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Read Answer Asked by David on November 22, 2022

Q: In the current bond market environment with raising interest rates how money markets funds will behave? Will they also increase to some degree? What is your opinion? I switched my bonds assets to money market funds when the bonds were tanking and this move stabilized the fixed asset part of my portfolio.
Thank you
Miroslaw

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Read Answer Asked by Miroslaw on November 22, 2022

• Simplify Managed Futures Strategy ETF (CTA $29.23)
  • $29.23 Cap: $233M
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Q: I came across this etf, CTA, that follows a trend following strategy. What are your thoughts on this? Is it a good way to diversify one's portfolio from both bonds and equities?

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Read Answer Asked by Steven on November 21, 2022

Q: Hi Team,
I am looking to a general US ETF all sectors with lowest Tech holdings.
Your advice please.
Thanks
Best Regards

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Read Answer Asked by Djamel on November 21, 2022

• Global X High Interest Savings ETF (CASH $50.02)
  • $50.02 P/E (TTM): 13.15X Cap: $6.89B
  • View CASH Profile
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Q: Good Morning
In response to Gord's question on November 2, 2022 you indicated that the yield on CASH is 4.29%. My discount broker shows a dividend of $.84 yielding 1.67% and the closing price was $50.12.

Can you please clarify.
Thanks

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Read Answer Asked by Terry on November 21, 2022

• Wheaton Precious Metals Corp. (WPM $200.24)
  • $200.24 P/E (TTM): 45.44X Cap: $90.91B
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• VanEck Rare Earth/Strategic Metals ETF (REMX $94.50)
  • $94.50 P/E (TTM): 102.36X Cap: $264M
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• MP Materials Corp. (MP $55.24)
  • $55.24 Cap: $9.81B
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Q: Apparently the US military and govt are looking to invest some funds towards funding projects in Canada for rare minerals, in an effort to reduce the dependency on China for critical minerals.
Can you suggest any Canadian companies or an ETF that may benefit from this.

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Read Answer Asked by Colleen on November 18, 2022

• Mega Uranium Ltd. (MGA $0.64)
  • $0.64 P/E (TTM): 64.0X Cap: $239M
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• Energy Fuels Inc. (EFR $25.46)
  • $25.46 Cap: $6.15B
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• First Uranium Resources Ltd Com (URNM)
  • Cap: $8M
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• Global X Uranium ETF (URA $50.96)
  • $50.96 P/E (TTM): 60.84X Cap: $7.01B
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Q: Please comments on mega Uranium and Efr, sell or hold?

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Read Answer Asked by Hue on November 18, 2022

• Miscellaneous (MISC)
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• State Street Financial Select Sector SPDR ETF (XLF $50.77)
  • $50.77 P/E (TTM): 16.77X Cap: $49.84B
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• State Street Consumer Staples Select Sector SPDR ETF (XLP $82.37)
  • $82.37 P/E (TTM): 24.94X Cap: $15.60B
  • View XLP Profile
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• State Street Health Care Select Sector SPDR ETF (XLV $147.31)
  • $147.31 P/E (TTM): 23.97X Cap: $38.82B
  • View XLV Profile
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• State Street Technology Select Sector SPDR ETF (XLK $142.62)
  • $142.62 P/E (TTM): 39.24X Cap: $90.17B
  • View XLK Profile
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $112.89)
  • $112.89 P/E (TTM): 34.95X Cap: $22.29B
  • View XLY Profile
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• State Street Utilities Select Sector SPDR ETF (XLU $46.96)
  • $46.96 P/E (TTM): 23.28X Cap: $24.86B
  • View XLU Profile
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• State Street Materials Select Sector SPDR ETF (XLB $51.96)
  • $51.96 P/E (TTM): 26.04X Cap: $6.61B
  • View XLB Profile
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• State Street Energy Select Sector SPDR ETF (XLE $56.94)
  • $56.94 P/E (TTM): 17.33X Cap: $39.90B
  • View XLE Profile
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• State Street Industrial Select Sector SPDR ETF (XLI $171.52)
  • $171.52 P/E (TTM): 26.42X Cap: $29.81B
  • View XLI Profile
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• State Street Real Estate Select Sector SPDR ETF (XLRE $42.82)
  • $42.82 P/E (TTM): 34.52X Cap: $7.69B
  • View XLRE Profile
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Q: Dear 5i team.
Given the current market backdrop, if one was to take 100K and build an ETF portfolio for min 10 year timeframe, which sectors would you be comfortable buying into before year end and which ETFs would you choose to accomplish this.

Thanks for your help.

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Read Answer Asked by Arthur on November 18, 2022

• BMO Canadian Dividend ETF (ZDV $30.68)
  • $30.68 P/E (TTM): 0.72X Cap: $1.64B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.58)
  • $43.58 P/E (TTM): 16.81X Cap: $1.14B
  • View CDZ Profile
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Q: Can you please tell me a bit more about ZDV, especially about the rule-based methodology including minimum 3-year dividend growth, pay out ratios and yield (read this in the G&M)? ZDV has more financials - is this a good time to hold more Bank stocks? Would ZDV be a good compliment to CDZ that I already hold?
Thanks!

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Read Answer Asked by Grant on November 17, 2022

Q: Good morning team. I am considering "parking" some funds in a high interest savings account fund, such as HIRA-NE. From what I read, it is directly correlated to the bank of Canada rate and it happens in real time. Does it offer the same level of preservation of capital as a GIC and is the capital protected? Is this a safe place to park funds over the $100,000 threshold?

Much appreciated

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Read Answer Asked by Francisco on November 17, 2022

• Lithium Americas Corp. (LAC $5.63)
  • $5.63 Cap: $1.76B
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• Albemarle Corporation (ALB $173.64)
  • $173.64 Cap: $20.46B
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• Global X Lithium & Battery Tech ETF (LIT $77.90)
  • $77.90 P/E (TTM): 1.02X Cap: $1.81B
  • View LIT Profile
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• MP Materials Corp. (MP $55.24)
  • $55.24 Cap: $9.81B
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• Invesco Optimum Yield Diversified Commodity (PDBC $16.97)
  • $16.97 P/E (TTM): 14.19X Cap: $6.28B
  • View PDBC Profile
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Q: Peter and Co.,
Would you please provide the 3 or 4 names of North American producers/explorers of Lithium, Cobalt, Carbon and Helium that I could consider as potential purchases.
Thanks for the excellent service.
Ed

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Read Answer Asked by Ed on November 16, 2022

• BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (ZMT $128.00)
  • $128.00 P/E (TTM): 13.65X Cap: $68M
  • View ZMT Profile
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• iShares S&P/TSX Global Base Metals Index ETF (XBM $35.98)
  • $35.98 P/E (TTM): 22.68X Cap: $557M
  • View XBM Profile
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• State Street SPDR S&P Metals & Mining ETF (XME $113.56)
  • $113.56 P/E (TTM): 21.98X Cap: $4.59B
  • View XME Profile
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Q: Do you know of a good Canadian and US mining or metals etf. Thx James

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Read Answer Asked by JAMES on November 16, 2022

• Vanguard Canadian Aggregate Bond Index ETF (VAB $22.83)
  • $22.83 Cap: $7.06B
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• Vanguard Intermediate-Term Corporate Bond ETF (VCIT $82.95)
  • $82.95 P/E (TTM): 412.13X Cap: $66.50B
  • View VCIT Profile
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• iShares 7-10 Year Treasury Bond ETF (IEF $95.27)
  • $95.27 Cap: $48.39B
  • View IEF Profile
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Q: The last line in the recent article on bonds that you sent members reads, “In our minds, the better place to be within fixed income is higher-quality, shorter-dated fixed income, where you’re not taking on as much risk.” Assuming you concur with this statement, what investments do you recommend that align with "higher-quality, shorter-dated fixed income"?

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Read Answer Asked by Martha on November 16, 2022