Investment Q&A

• CI Galaxy Ethereum ETF (ETHX.B $15.28)
  • $15.28 Cap: $536M
  • View ETHX.B Profile
  • View Questions on ETHX.B
• Fidelity Advantage Bitcoin ETF (FBTC $41.79)
  • $41.79 Cap: $1.36B
  • View FBTC Profile
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• Fidelity Advantage Ether ETF (FETH $57.34)
  • $57.34 Cap: $82M
  • View FETH Profile
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• ISHARES BITCOIN TR (IBIT $51.87)
  • $51.87 Cap: $69.51B
  • View IBIT Profile
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• Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $79.69)
  • $79.69 Cap: $18.29B
  • View FBTC Profile
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• iShares Ethereum Trust ETF (ETHA $23.44)
  • $23.44 Cap: $10.63B
  • View ETHA Profile
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• Ishares Bitcoin ETF (IBIT)
  • View IBIT Profile
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• 3iQ Solana Staking ETF (SOLQ $15.58)
  • $15.58 Cap: $240M
  • View SOLQ Profile
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• Purpose XRP ETF (XRPP $9.27)
  • $9.27 Cap: $79M
  • View XRPP Profile
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Q: What are your preferred vehicles to hold crypto currency (bitcoin, ethereum, xrp) without holding the digital key personally? Please touch on risk levels, growth prospects. Deduct as many questions necessary.

Upvote 6

Read Answer Asked by Joel on August 27, 2025

• Global X S&P 500 Index Corporate Class ETF (HXS $100.01)
  • $100.01 Cap: $5.85B
  • View HXS Profile
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Q: If I was to hold the TSX listed HXS in a cash account and the value exceeded $100,000 would I be obligated to file a T1135. Thanks.

Upvote 3

Read Answer Asked by Anthony on August 27, 2025

• VanEck Vectors Video Gaming and eSports ETF (ESPO $106.12)
  • $106.12 P/E (TTM): 87.56X Cap: $350M
  • View ESPO Profile
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Q: Please provide your opinion regarding growth for this company in the next 3 years.

Upvote 1

Read Answer Asked by Terry on August 27, 2025

• VanEck Vectors Video Gaming and eSports ETF (ESPO $106.12)
  • $106.12 P/E (TTM): 87.56X Cap: $350M
  • View ESPO Profile
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• Evolve E-Gaming Index ETF (HERO $44.28)
  • $44.28 P/E (TTM): 97.27X Cap: $17M
  • View HERO Profile
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Q: Please provide an opinion for this stock or your best choice for one similar.

Upvote 1

Read Answer Asked by Terry on August 26, 2025

• VanEck Vectors Gaming ETF (BJK $40.05)
  • $40.05 P/E (TTM): 26.67X Cap: $22M
  • View BJK Profile
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• Genius Sports Limited (GENI $10.23)
  • $10.23 Cap: $2.56B
  • View GENI Profile
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• Roundhill Sports Betting & iGaming ETF (BETZ $20.28)
  • $20.28 P/E (TTM): 43.55X Cap: $61M
  • View BETZ Profile
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• Flutter Entertainment Plc (FLUT $206.40)
  • $206.40 Cap: $36.77B
  • View FLUT Profile
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Q: What 2 Sports gaming companies and 2 ETF's do you recommend?

Upvote 4

Read Answer Asked by Terry on August 26, 2025

• NEOS Nasdaq 100 High Income ETF (QQQI $54.70)
  • $54.70 P/E (TTM): 29.24X Cap: $7.54B
  • View QQQI Profile
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• NEOS S&P 500 High Income ETF (SPYI $53.25)
  • $53.25 P/E (TTM): 25.65X Cap: $7.17B
  • View SPYI Profile
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• Simplify High Yield ETF (CDX $22.30)
  • $22.30 P/E (TTM): 1.93X Cap: $458M
  • View CDX Profile
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Q: I have a question about 111528 For our RIF/LIF accounts I am moving into more income ETFs and now hold CDX, SPYI, and QQQI. Could you give your assessment of each for income over long term. Are there better alternatives?
Thanks for all you do.

Upvote 4

Read Answer Asked by Gary on August 26, 2025

• Trez Capital Mortgage Investment Corporation Class A Shares (TZZ $0.16)
  • $0.16 P/E (TTM): 0.8X
  • View TZZ Profile
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Q: Trez Capital has suspended redemptions of it's funds. Do you have any insights as to why. Have they done this before. Is it a sign of anything to be worried about. (FYI) I almost invested in one of the funds but did not because of the many conditions attached. Are the funds a worthwhile investment?
Thanks

Upvote 2

Read Answer Asked by Reg on August 26, 2025

• Harvest Diversified High Income Shares ETF (HHIS $12.55)
  • $12.55 P/E (TTM): 42.77X Cap: $1.23B
  • View HHIS Profile
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• Harvest Canadian High Income Shares ETF (HHIC $14.18)
  • $14.18 P/E (TTM): 16.84X Cap: $129M
  • View HHIC Profile
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Q: How would you rank (HHIS, HHIC) on a scale of 1-10 for total return. Which account type would each be best suited for. Also what are the downside risk for each.

Thank you

Upvote 2

Read Answer Asked by Van on August 26, 2025

• Harvest Canadian High Income Shares ETF (HHIC $14.18)
  • $14.18 P/E (TTM): 16.84X Cap: $129M
  • View HHIC Profile
  • View Questions on HHIC

Q: What are your thoughts on HHIC ETF for income and dividend growth.

Upvote 2

Read Answer Asked by Ric on August 26, 2025

• iShares Core Canadian Universe Bond Index ETF (XBB $28.22)
  • $28.22 Cap: $9.22B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.68)
  • $18.68 Cap: $838M
  • View XLB Profile
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.75)
  • $16.75 Cap: $966M
  • View XHY Profile
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• PIMCO Active Bond ETF (BOND $93.59)
  • $93.59 P/E (TTM): 12.77X Cap: $6.88B
  • View BOND Profile
  • View Questions on BOND

Q: Good morning - With the market rising so nicely, it's timely for me to do some re-balancing. For fixed income, I have positions I xlb, xbb and XHY. What fixed income investments do you suggest these days. I could add to the above and/or to corporate bonds, if that makes sense. But, I am nervous about the prospects for Canadian companies as the Trump tariffs take their toll. What does your crystal ball reveal? Many thanks.

Upvote 4

Read Answer Asked by alex on August 26, 2025

Q: What is your opinion on the Hamilton day max ETFS. SDAY / CDAY. Pretty new for much data or performance history.
Who / when would an investor benefit from these compared to regular enhanced yield ETFs?

Upvote 1

Read Answer Asked by Kyle on August 26, 2025

• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $62.56)
  • $62.56 P/E (TTM): 5.9X Cap: $5.69B
  • View VDY Profile
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• Vanguard S&P 500 ETF (VOO $639.34)
  • $639.34 P/E (TTM): 26.09X Cap: $774.37B
  • View VOO Profile
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• iShares Core S&P Mid-Cap ETF (IJH $69.22)
  • $69.22 P/E (TTM): 19.87X Cap: $107.55B
  • View IJH Profile
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• Vanguard Total International Stock (VXUS $78.55)
  • $78.55 P/E (TTM): 11.84X Cap: $109.45B
  • View VXUS Profile
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Q: Which ETF do you feel compliments VOO the most? This would be for my RRSP. Also, I’m 15 years from retirement.

Your top 3 in order preferably?

US/CND/international/All world.. doesn’t matter.

Thank you

Upvote 8

Read Answer Asked by Nick on August 25, 2025

• Invesco Aerospace & Defense ETF (PPA $174.59)
  • $174.59 P/E (TTM): 10.57X Cap: $7.50B
  • View PPA Profile
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• iShares U.S. Aerospace & Defense ETF (ITA $236.55)
  • $236.55 P/E (TTM): 19.17X Cap: $13.93B
  • View ITA Profile
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• State Street SPDR S&P Aerospace & Defense ETF (XAR $280.90)
  • $280.90 P/E (TTM): 5.23X Cap: $5.40B
  • View XAR Profile
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• iShares Global Industrials ETF (EXI $185.24)
  • $185.24 P/E (TTM): 28.61X Cap: $1.03B
  • View EXI Profile
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• First Trust RBA American Industrial Renaissance ET (AIRR $108.87)
  • $108.87 P/E (TTM): 25.85X Cap: $7.18B
  • View AIRR Profile
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• Global X Defense Tech ETF (SHLD $76.35)
  • $76.35 P/E (TTM): 41.6X Cap: $6.32B
  • View SHLD Profile
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• Select STOXX Europe Aerospace & Defense ETF (EUAD $48.11)
  • $48.11 P/E (TTM): 207.44X Cap: $1.17B
  • View EUAD Profile
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Q: I'm looking for an industrial US or global ETF in USD. I searched and discovered the aforementioned ETFs, which include defense ETFs. Which one or two ETFs would you recommend for diversification, and why? What proportion of my portfolio should consist of defense/industrial ETFs?

Upvote 5

Read Answer Asked by Dev on August 25, 2025

• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.43)
  • $16.43 P/E (TTM): 9.13X Cap: $1.80B
  • View HMAX Profile
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Q: HMAX ETF pays a dividend of 12%, payout ratio of over 200%, reduces the asset value by the overpayment and unit value is also increased. We would apreciate your comments on the prospects of this ETF and their trading history.

Thanks for your valuable insight.

Thomas

Upvote 8

Read Answer Asked by Thomas on August 25, 2025

• iShares Core Canadian Universe Bond Index ETF (XBB $28.22)
  • $28.22 Cap: $9.22B
  • View XBB Profile
  • View Questions on XBB
• PIMCO Active Bond ETF (BOND $93.59)
  • $93.59 P/E (TTM): 12.77X Cap: $6.88B
  • View BOND Profile
  • View Questions on BOND

Q: I do not have bonds in my portfolio but would like to add some balance to my well diversified stocks only portfolio. Interested in Canadian and possibly US bonds. What would you recommend to start considering..

Upvote 3

Read Answer Asked by dave on August 25, 2025

• BMO Canadian Dividend ETF (ZDV $27.88)
  • $27.88 P/E (TTM): 13.11X Cap: $1.43B
  • View ZDV Profile
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• BMO Equal Weight Utilities Index ETF (ZUT $25.38)
  • $25.38 P/E (TTM): 17.91X Cap: $813M
  • View ZUT Profile
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $37.24)
  • $37.24 P/E (TTM): 11.86X Cap: $3.81B
  • View XDIV Profile
  • View Questions on XDIV
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.43)
  • $16.43 P/E (TTM): 9.13X Cap: $1.80B
  • View HMAX Profile
  • View Questions on HMAX
• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.08)
  • $13.08 P/E (TTM): 15.01X Cap: $898M
  • View UMAX Profile
  • View Questions on UMAX
• Evolve Canadian Utilities Enhanced Yield Index Fund (UTES $8.93)
  • $8.93 P/E (TTM): 17.19X Cap: $259M
  • View UTES Profile
  • View Questions on UTES

Q: Hi,

I’m a real estate investor and I love monthly distributions—HMAX and UMAX felt a lot like collecting rent. However, after realizing a significant portion of their payouts is ROC, I’m exploring alternatives that offer high dividends, low ROC, DRIP eligibility, and potential capital appreciation.

My horizon is 20+ years. Could you suggest 2–3 ETF ideas in Financials and Utilities that fit this profile in the Canadian market ideally or global.

Thanks,

Upvote 4

Read Answer Asked by Richard on August 25, 2025

• Apple Inc. (AAPL $260.25)
  • $260.25 P/E (TTM): 34.77X Cap: $3.81T
  • View AAPL Profile
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• Amazon.com Inc. (AMZN $246.47)
  • $246.47 P/E (TTM): 34.94X Cap: $2.64T
  • View AMZN Profile
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• Broadcom Inc. (AVGO $352.21)
  • $352.21 P/E (TTM): 72.63X Cap: $1.63T
  • View AVGO Profile
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• Meta Platforms Inc. (META $641.97)
  • $641.97 P/E (TTM): 28.92X Cap: $1.64T
  • View META Profile
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• Microsoft Corporation (MSFT $477.18)
  • $477.18 P/E (TTM): 34.09X Cap: $3.56T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $184.94)
  • $184.94 P/E (TTM): 45.87X Cap: $4.49T
  • View NVDA Profile
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• INVESCO QQQ Trust (QQQ $627.17)
  • $627.17 P/E (TTM): 30.59X Cap: $415.97B
  • View QQQ Profile
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $331.77)
  • $331.77 P/E (TTM): 45.75X Cap: $1.72T
  • View TSM Profile
  • View Questions on TSM
• iShares U.S. Tech Independence Focused ETF (IETC $103.53)
  • $103.53 P/E (TTM): 42.85X Cap: $955M
  • View IETC Profile
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• Roblox Corporation Class A (RBLX $76.72)
  • $76.72 Cap: $51.43B
  • View RBLX Profile
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Q: Hi Team,

What are your thoughts on Fidelity Global Innovators ETF (FNN-T)?
Would you consider it a buy at the moment?

Are there any similar funds in the same category or style that you would recommend instead?

Thanks very much for your insights,

Jacques IDS

Upvote 6

Read Answer Asked by Jacques on August 22, 2025

• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $62.56)
  • $62.56 P/E (TTM): 5.9X Cap: $5.69B
  • View VDY Profile
  • View Questions on VDY
• Vanguard Dividend Appreciation FTF (VIG $225.61)
  • $225.61 P/E (TTM): 25.41X Cap: $99.70B
  • View VIG Profile
  • View Questions on VIG
• CI Canada Quality Dividend Growth Index ETF (DGRC $49.24)
  • $49.24 P/E (TTM): 14.35X Cap: $808M
  • View DGRC Profile
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• Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $42.36)
  • $42.36 P/E (TTM): 19.13X Cap: $1.20B
  • View VIDY Profile
  • View Questions on VIDY

Q: I'm looking for an ETF that complements my VDY. In particular I'd like yield with some growth, and fairly defensive. I don't mind which is greater, yield or growth. I've spotted VIDY, and it looks good, and might complement my VDY in that it is similar but EX North America. I suppose the yield is not Div Tax Credit, so if there is a Canadian ETF that complements VDY, in the sense of holdings, I'd consider that too. But the Tax Credit is not essential, so a US complement (sold in Canada) might work also. So complementary to VDY in terms of geography or holdings would be good.

Upvote 4

Read Answer Asked by Gordon on August 22, 2025

• iShares Core MSCI EAFE ETF (IEFA $92.67)
  • $92.67 P/E (TTM): 1.23X Cap: $170.15B
  • View IEFA Profile
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Q: I just want to thank all of you at 5i for your great advice.
Aside from the cad $ hedge is there too much overlap? Could I remove one? And If I remove one should I add a different international etf. I also own VEE.TO they are all equal % amounts in reg acct. and please deduct required amount of credits.Thank you all.

Upvote 1

Read Answer Asked by Mark on August 22, 2025

• BMO Long Corporate Bond Index ETF (ZLC $15.23)
  • $15.23 Cap: $459M
  • View ZLC Profile
  • View Questions on ZLC

Q: Canada's interest rate has dropped, and bank GIC and HISA rates have followed suit. The ZLC BMO Long Corporate Bond ETF is offering a 4.83% return. Can this investment completely replace my HISA or GIC? I've previously invested a significant amount in ZLC, and with the recent dip in price, I'm considering continuing to buy more to replace my GIC and HISA ETF. I suspect this might be the last opportunity to buy bonds at a low price. I'd appreciate your insights. Thanks.

Upvote 1

Read Answer Asked by Esther on August 22, 2025