Investment Q&A

• Amazon.com Inc. (AMZN)
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Q: YAMZ This ETF is yielding 8+% . What are the risks in holding it with regard to capital security?

Upvote 2

Read Answer Asked by Anthony on January 07, 2025

• BMO Covered Call Utilities ETF (ZWU)
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• BMO Equal Weight Utilities Index ETF (ZUT)
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Q: I have both ZWU and ZUT in an RRSP account. For the next 5+ years, should I continue to hold both, or only one. If one, please supply your reasons. ZWU pays a much higher dividend, and has ZUT as it's largest holding, but over the last 5 years it has underperformed ZUT. Is it a case of deciding whether I want more potential growth or more potential income?

Upvote 3

Read Answer Asked by Grant on January 07, 2025

• Mackenzie Floating Rate Income ETF (MFT)
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Q: I have held this for years, down 20%. Is the 9.44% yield a red flag?

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Read Answer Asked by Peter on January 07, 2025

• Mackenzie Canadian Equity Index ETF (QCN)
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Q: Is this ETF good?

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Read Answer Asked by Danielle on January 07, 2025

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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• Vanguard Information Technology ETF (VGT)
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• TD Global Technology Leaders Index ETF (TEC)
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Q: Hello 5i Research
Is there a etf that I purchase in Canadian dollars the replicates the VGT in the USA.
Thank you

Upvote 4

Read Answer Asked by claudio on January 06, 2025

• BMO Long Federal Bond Index ETF (ZFL)
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• iShares Core Canadian Long Term Bond Index ETF (XLB)
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Q: Can you recommend a proxy for zfl for tax loss selling?
Thank you

Upvote 1

Read Answer Asked by Mary on January 06, 2025

• Bluesky Digital Assets Corp. (BTC)
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• ISHARES BITCOIN TR (IBIT)
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Q: Which is better to buy? Fractionl Bitcoin via Wealthsimple, etc. or a Bitcoin ETF? Why?

Thanks! Austin

Upvote 1

Read Answer Asked by Austin on January 06, 2025

• Vanguard S&P 500 Index ETF (VFV)
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• Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
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Q: I am considering ETF’s VFV & VSP.

Could you give me your assessment of these two ETF’s.

Would you prefer U.S. or CDN hedge versions? Would there be any tax considerations for either of them?

Would there be other ETF’s that you prefer other than VFV and VSP?

Thank you

Upvote 6

Read Answer Asked by kim on January 06, 2025

• BMO Long Federal Bond Index ETF (ZFL)
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• Vanguard Canadian Aggregate Bond Index ETF (VAB)
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Q: I sold zfl for a tax loss. Can you tell me if can would be considered a suitable proxy by CRA? Also, how do the durations compare?
Thanks

Upvote 3

Read Answer Asked by Mary on January 06, 2025

• Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX)
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Q: Hi There Happy New Year!

Can you give me a recommendation of 5 best overall High Yield Covered Call ETFs for Income and capital protection? Thanks!

Upvote 3

Read Answer Asked by Robert on January 06, 2025

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• NVIDIA Corporation (NVDA)
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Q: FINN is an actively managed etf from Fidelity Global. It has a high MER but its returns so far in its short life have been impressive. What do you think of this ETF? What risk level would you place on it?

Upvote 3

Read Answer Asked by John on January 06, 2025

Q: Hello
I would like your opinion on managed bond ETF's vs passive bond ETF's? Are they worth the extra fees in your opinion?

Also I have some short duration bond ETF's and 5 year ladder ETF's in my portfolio, should I just sell these and replace them with longer duration bond ETF's?

Thank you

Upvote 3

Read Answer Asked by Stephane on January 06, 2025

• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Q: Thoughts on XHY currently?

Upvote 3

Read Answer Asked by Joe on January 06, 2025

Q: Hi, can you tell us how covered call, and leveraged ETFS will behave in a market pull back, will they follow the benchmark indexes, and to what extent.
Thank's

Upvote 3

Read Answer Asked by James on January 06, 2025

Q: ETF investing is new to me. I have invested a bit of monies with Harvest etf in the last couple of months. Could I have your opinion on Harvest please. Are some of their funds better than others? Are their leveraged funds really risky. Do you like a better company and if so why?
Just renewed membership. It is getting too many to count. Thanks for your advice Ken

Upvote 4

Read Answer Asked by Ken on January 03, 2025

• Novo Nordisk A/S (NVO)
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• Vanguard FTSE Developed Markets ETF (VEA)
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• ASML Holding N.V. (ASML)
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• iShares MSCI Intl Quality Factor ETF (IQLT)
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Q: I've owned IQLT for a few years now. I've noticed that the VEA top holdings are quite similar to IQLT, but at a significantly reduced MER. Is it really worth paying that much more to continue to hold IQLT? Maybe you have better insight on the differences between the two than I do (?)

Upvote 2

Read Answer Asked by James on January 03, 2025

• iShares Russell 2000 Growth ETF (IWO)
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• BMO S&P 500 Index ETF (ZSP)
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• 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 Dividend Appreciation FTF (VIG)
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• Vanguard Balanced ETF Portfolio (VBAL)
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Q: My wife has some money should would like to invest in eft. Which ones would you recommend.

Upvote 7

Read Answer Asked by Mike on January 03, 2025

• BMO S&P 500 Index ETF (ZSP)
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Q: I have some cash and would like to buy a US TFA that is listed on the TSX what ones would you suggest?
Thanks for your help
Dorothy

Upvote 3

Read Answer Asked by Dorothy on January 03, 2025

• SPDR S&P 500 ETF Trust (SPY)
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• Vanguard High Dividend Yield Indx ETF (VYM)
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Q: Hi gang ,
I am looking into buying between VYM OR VFMV. That would be in my granddaughter’s RESP account.
Which one would you prefer or do you have any alternative. Probably 10 years buy and forget.
Thanks. Happy holidays .
Alnoor

Upvote 5

Read Answer Asked by Alnoor on January 03, 2025

• BMO US High Dividend Covered Call ETF (ZWH)
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• BMO Canadian High Dividend Covered Call ETF (ZWC)
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• Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV)
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD)
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Q: Best of the Season to all at 5i,

Please advise your most well thought of covered call ETFs. Leveraged and unleveraged.

Thanks very much.

Upvote 3

Read Answer Asked by Dave on January 03, 2025