Investment Q&A

• INVESCO QQQ Trust (QQQ $624.28)
  • $624.28 P/E (TTM): 36.83X Cap: $410.18B
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• Vanguard Mega Cap Growth ETF (MGK $416.80)
  • $416.80 P/E (TTM): 39.07X Cap: $31.43B
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Q: I am trying to get as much FAAMG content as possible and comparing the two ETFs, they seem very similar but MGK has less volume but a lower MER. Would you have a clear favorite between the two? Thanks

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Read Answer Asked by Martin on October 05, 2020

• Vanguard Total Stock Market ETF (VTI $336.57)
  • $336.57 P/E (TTM): 26.79X Cap: $549.35B
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Q: I have read about Vanguard Index Funds and would like to pursue.
I have excess cash that I would like to invest long term in the broad US stock market. I DIY via Questrade - my current portfolio follows your Income Portfolio.
Which of the Vanguard funds would you suggest and could you provide the symbols for such? I'm assuming I could purchase these thru Questrade.
Thanks for your help.

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Read Answer Asked by dave on October 05, 2020

• BMO MSCI India Selection Equity Index ETF (ZID $49.80)
  • $49.80 P/E (TTM): 54.92X Cap: $223M
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Q: Hello -
According to TD Webroker, the PE for this ETF is about 23. I am trying to determine how this valuation compares to its historical past. Is this considered expensive for this ETF? I sure would be reluctant to purchase a stock at a PE of 23.

Thanks,
James

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Read Answer Asked by James on October 05, 2020

• Zoom Communications Inc. (ZM $89.09)
  • $89.09 P/E (TTM): 17.05X Cap: $25.95B
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Q: can I get your thoughts on the Cloud Computing EFT (CLOU)?

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Read Answer Asked by Patricia on October 05, 2020

• BMO Short Provincial Bond Index ETF (ZPS $12.38)
  • $12.38 Cap: $377M
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Q: This seems to be higher yielding (3%) but quite safe -short duration, government bond fund. Any concerns.

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Read Answer Asked by Tom on October 05, 2020

• NVIDIA Corporation (NVDA $185.55)
  • $185.55 P/E (TTM): 51.97X Cap: $4.50T
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• Veeva Systems Inc. Class A (VEEV $239.05)
  • $239.05 P/E (TTM): 47.17X Cap: $39.78B
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• Vanguard Growth ETF (VUG $493.14)
  • $493.14 P/E (TTM): 38.17X Cap: $196.09B
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Q: Is there a Canadian listed Canadian dollar ETF that holds many of your USA favourite companies: NVDA, VEEV, DOC, MSFT, AMZN etc, etc.
If not is there a US ETF that holds a concentration of some of your favourite companies? Not just a sector ETF, but more focused on your favourites. Currently I'm only invested in Canada, and I want to invest, starting small, in some of the USA companies you are recommending, but, if possible with a bit of diversification.

Or if nothing exists, maybe I should just pick two, say NVDA and VEEV and invest in those in US dollars? Would those two be top of the list? It is for a small amount, about 5% of my portfolio.

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Read Answer Asked by Gordon on October 02, 2020

• Miscellaneous (MISC)
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Q: Is there an ETF or Company you would recommend in the Regenerative Agriculture area?

thanks,

Paul

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Read Answer Asked by Paul on October 02, 2020

• iShares Russell 2000 Growth ETF (IWO $331.46)
  • $331.46 P/E (TTM): 23.11X Cap: $13.42B
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• Mawer Global Small Cap Fund Series A (MAW150 $16.85)
  • $16.85 P/E (TTM): 17.4X Cap: $833M
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• Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS $143.34)
  • $143.34 P/E (TTM): 4.26X Cap: $9.93B
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Q: I want to invest in a global small cap etf/mutual fund , is the Mawer global small cap a good choice . Any other alternative.
Thanks

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Read Answer Asked by Alain on October 01, 2020

• Global X S&P 500 Index Corporate Class ETF (HXS $98.02)
  • $98.02 Cap: $5.68B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $81.61)
  • $81.61 Cap: $4.60B
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Q: Hi 5i Team. Other than Horizon with HXT, HXS and HBB what other ETF providers (Canadian or US listed ETF's ) offer or have in their portfolio mix, Total Return ETF's that use swaps to reinvest dividends instead of paying them out. I'm looking for some tax efficiency with capital gains instead of payment's from dividends. Thx Steve.

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Read Answer Asked by Stephen on October 01, 2020

• iShares MSCI USA Momentum Factor ETF (MTUM $253.38)
  • $253.38 P/E (TTM): 32.54X Cap: $20.64B
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Q: I was reviewing Vanguard's VFMO ETF and comparing it to iShares MTUM ETF. These two momentum ETFs use very different approaches. Which approach do you feel is best for a long-term investor? Is there any other US momentum ETF which you prefer to these two?

Thank you for your excellent advice.

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Read Answer Asked by Dale on October 01, 2020

• BMO Aggregate Bond Index ETF (ZAG $13.76)
  • $13.76 Cap: $12.02B
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• BMO Low Volatility Canadian Equity ETF (ZLB $57.33)
  • $57.33 P/E (TTM): 16.76X Cap: $5.57B
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $176.01)
  • $176.01 P/E (TTM): 35.03X Cap: $2.84B
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• BMO S&P 500 Index ETF (ZSP $104.01)
  • $104.01 P/E (TTM): 26.73X Cap: $21.19B
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• iShares S&P/TSX 60 Index ETF (XIU $46.15)
  • $46.15 P/E (TTM): 16.8X Cap: $19.21B
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• Fidelity International High Quality ETF (FCIQ $44.19)
  • $44.19 P/E (TTM): 62.3X Cap: $1.24B
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• CI International Quality Dividend Growth Index ETF (IQD $35.83)
  • $35.83 P/E (TTM): 0.92X Cap: $174M
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Q: Good day
If I wanted to purchase ETFs instead of Mawer funds what would be the equivalent ETFs in Canada or the US
Thanks

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Read Answer Asked by Indra on October 01, 2020

• Invesco Solar ETF (TAN $47.59)
  • $47.59 P/E (TTM): 18.42X Cap: $946M
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• iShares S&P Global Clean Energy Index Fund (ICLN $16.70)
  • $16.70 P/E (TTM): 41.09X Cap: $1.93B
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• Scotia Strategic U.S. Equity ETF Portfolio (SUSA $26.69)
  • $26.69 P/E (TTM): 19.5X
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• iShares MSCI ACWI Low Carbon Target ETF (CRBN $231.61)
  • $231.61 P/E (TTM): 25.71X Cap: $997M
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• iShares ESG MSCI KLD 400 ETF (DSI $128.88)
  • $128.88 P/E (TTM): 29.3X Cap: $5.06B
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Q: Are there any good green energy ETFs you can recommend?
Thanks!

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Read Answer Asked by Grant on October 01, 2020

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.52)
  • $42.52 P/E (TTM): 22.96X Cap: $7.47B
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• Vanguard Total International Stock (VXUS $75.22)
  • $75.22 P/E (TTM): 8.99X Cap: $108.25B
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Q: I need to increase my non-NA allocation. Could you suggest your favorite etf's to serve this purpose? What % would you assign to developed and emerging markets? Would prefer Cdn. dollar, non-hedged products. Thanks Ron

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Read Answer Asked by Ronald on October 01, 2020

• BMO Premium Yield ETF (ZPAY $32.47)
  • $32.47 P/E (TTM): 27.25X Cap: $373M
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Q: Hi, In a severe or even a moderate market correction, how do u think this ETF would perform, even though it hasn't been around all that long, thanks?

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Read Answer Asked by Pat on October 01, 2020

Q: if the mer is.71 and it is calculated daily does it contain an interest component?

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Read Answer Asked by elgin on October 01, 2020

• BMO Covered Call Utilities ETF (ZWU $11.06)
  • $11.06 P/E (TTM): 18.74X Cap: $1.92B
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Q: Just looking for some info on the cost structure of this product
Management fee-.65
MER -.71 So am i correct by adding these 2 togeather to 1.36 is what it cost me and if so when and how is this paid or taken from my account....thanks

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Read Answer Asked by Greg on September 30, 2020

• Dynamic Active U.S. Dividend ETF (DXU $71.25)
  • $71.25 P/E (TTM): 37.87X Cap: $85M
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• Dynamic Active Global Dividend ETF (DXG $77.03)
  • $77.03 P/E (TTM): 35.73X Cap: $835M
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Q: In your answer to Ian re good ETFs focused on U S dividend stocks, you didn't mention DXU or DXG. Any reason?

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Read Answer Asked by Fred on September 30, 2020

• Apple Inc. (AAPL $277.89)
  • $277.89 P/E (TTM): 37.27X Cap: $4.11T
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• Amazon.com Inc. (AMZN $226.89)
  • $226.89 P/E (TTM): 32.42X Cap: $2.42T
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• Alphabet Inc. (GOOG $314.45)
  • $314.45 P/E (TTM): 31.8X Cap: $3.87T
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• Microsoft Corporation (MSFT $491.02)
  • $491.02 P/E (TTM): 34.36X Cap: $3.64T
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• Procter & Gamble Company (The) (PG $138.34)
  • $138.34 P/E (TTM): 20.94X Cap: $323.26B
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• TD Active Global Enhanced Dividend ETF (TGED $29.33)
  • $29.33 P/E (TTM): 34.37X Cap: $1.35B
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• TD Active U.S. Enhanced Dividend ETF (TUED $33.24)
  • $33.24 P/E (TTM): 36.86X Cap: $627M
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Q: What's your opinion of these ETFs as income generators?

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Read Answer Asked by M on September 30, 2020

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.26)
  • $40.26 P/E (TTM): 14.68X Cap: $1.07B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $104.03)
  • $104.03 Cap: $2.28B
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• Vanguard Dividend Appreciation FTF (VIG $220.91)
  • $220.91 P/E (TTM): 24.09X Cap: $97.54B
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• Schwab US Dividend Equity ETF (SCHD $27.58)
  • $27.58 P/E (TTM): 16.65X Cap: $71.38B
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Q: Are there any etf's that focus on companies with, strong balance sheets and a track record of consistent dividend growth by sectors, specifically tech, health, cons. staples etc. and if not what would be your recommendation for a general etf that has the same focus. Thanks for expertise.

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Read Answer Asked by Ian on September 29, 2020

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.26)
  • $40.26 P/E (TTM): 14.68X Cap: $1.07B
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Q: Hi,

I've held CDZ since I first began investing on my own, about 12 years ago, and it doesn't appear to have done a whole lot. The dividend is great, mind you, but I haven't seen much growth. Over these 12 years, I've been buying many of the individual positions that form part of CDZ.

Does it make much sense to continue to hold CDZ as an anchor for my portfolio? Or can I start to wind it down and use that cash to build up other positions, while maintaining a balanced portfolio.

Thanks
Robert

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Read Answer Asked by Robert on September 29, 2020