Investment Q&A

• iShares Core MSCI EAFE IMI Index ETF (XEF $46.46)
  • $46.46 P/E (TTM): 23.12X Cap: $18.42B
  • View XEF Profile
  • View Questions on XEF
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.08)
  • $52.08 P/E (TTM): 18.19X Cap: $25.52B
  • View XIC Profile
  • View Questions on XIC
• Vanguard U.S. Total Market Index ETF (VUN $121.58)
  • $121.58 P/E (TTM): 25.54X Cap: $15.06B
  • View VUN Profile
  • View Questions on VUN
• Vanguard High Dividend Yield Indx ETF (VYM $148.43)
  • $148.43 P/E (TTM): 19.6X Cap: $67.91B
  • View VYM Profile
  • View Questions on VYM
• iShares Core MSCI Emerging Markets IMI Index ETF (XEC.U $28.03)
  • $28.03 P/E (TTM): 9.99X Cap: $7M
  • View XEC.U Profile
  • View Questions on XEC.U
• iShares Core S&P U.S. Total Market Index ETF (XUU.U $48.78)
  • $48.78 P/E (TTM): 24.32X Cap: $89M
  • View XUU.U Profile
  • View Questions on XUU.U
• Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE $99.94)
  • $99.94 P/E (TTM): 26.43X Cap: $1.11B
  • View QQQE Profile
  • View Questions on QQQE

Q: Whats are your thoughts on the following sets of ETFs ?

Set -1

iShares Core S&P U.S. Total Market Index ETF (XUU)
Vanguard High Dividend Yield ETF (VYM)
Invesco QQQ (QQQ)

set-2

XEC, XEF, XIC, VUN

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Read Answer Asked by Kapil on December 29, 2020

• ARK Genomic Revolution ETF (ARKG $26.36)
  • $26.36 P/E (TTM): 27.48X Cap: $1.19B
  • View ARKG Profile
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Q: Would you be a buyer of ARKG, after this morning’s drop?

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Read Answer Asked by Jim on December 29, 2020

• State Street Utilities Select Sector SPDR ETF (XLU $46.96)
  • $46.96 P/E (TTM): 23.28X Cap: $24.60B
  • View XLU Profile
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• Vanguard Utilities ETF (VPU $202.59)
  • $202.59 P/E (TTM): 23.06X Cap: $7.89B
  • View VPU Profile
  • View Questions on VPU
• iShares U.S. Utilities ETF (IDU $118.72)
  • $118.72 P/E (TTM): 23.46X Cap: $1.48B
  • View IDU Profile
  • View Questions on IDU

Q: Hello
From the following four US Utility ETFs which one is your choice:
VPU, XLU, IDU and FUTY
I am also wondering as to why the first two have a yield of 3.2% but IDU's yield is 5.2% ?
Thanks

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Read Answer Asked by Terry on December 29, 2020

• Intuitive Surgical Inc. (ISRG $472.16)
  • $472.16 P/E (TTM): 59.99X Cap: $167.67B
  • View ISRG Profile
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• Abbott Laboratories (ABT $108.03)
  • $108.03 P/E (TTM): 29.04X Cap: $187.72B
  • View ABT Profile
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• Medtronic plc. (MDT $87.14)
  • $87.14 P/E (TTM): 24.34X Cap: $111.87B
  • View MDT Profile
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• Stryker Corporation (SYK $336.77)
  • $336.77 P/E (TTM): 40.0X Cap: $128.87B
  • View SYK Profile
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• UnitedHealth Group Incorporated (DE) (UNH $282.09)
  • $282.09 P/E (TTM): 21.32X Cap: $256.04B
  • View UNH Profile
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• iShares Biotechnology ETF (IBB $165.51)
  • $165.51 P/E (TTM): 20.63X Cap: $8.11B
  • View IBB Profile
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• iShares U.S. Medical Devices ETF (IHI $54.66)
  • $54.66 P/E (TTM): 29.95X Cap: $3.24B
  • View IHI Profile
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Q: I'm also looking for some exposure to Healthcare. Not many options in Canada. I use to own Medtronic, Abbott and United Health. Are those good places to start in the U.S? Can you rank them in order of preference? Any others that seem appealing? I'd like to stay away from the stocks surrounding the vaccine since they seem speculative at the moment.

Thanks,
Jason

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Read Answer Asked by Jason on December 29, 2020

• Tesla Inc. (TSLA $391.20)
  • $391.20 P/E (TTM): 362.22X Cap: $1.46T
  • View TSLA Profile
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• Global X Autonomous & Electric Vehicles ETF (DRIV $30.14)
  • $30.14 P/E (TTM): 5.29X Cap: $329M
  • View DRIV Profile
  • View Questions on DRIV

Q: Would you invest in this ETF if you wanted to participate in the EV trend? What would be a good investment for a more conservative investor who does not like to take much risk? Would you prefer a single stock instead? If so, which would you recommend? Thank you for your invaluable service.

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Read Answer Asked by Stella on December 29, 2020

• Amplify Digital Payments ETF (IPAY $43.37)
  • $43.37 P/E (TTM): 14.64X Cap: $166M
  • View IPAY Profile
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Q: what is your outlook on this etf for 2021

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Read Answer Asked by terrance on December 28, 2020

• ARK Innovation ETF (ARKK $70.25)
  • $70.25 P/E (TTM): 42.21X Cap: $6.47B
  • View ARKK Profile
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• e (EARK)
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• e (EAUT)
  • View EAUT Profile
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Q: Was recently recommended some of these ETF’s, eaab,eagb, eaft, eaut, eark. Was wondering what you thought of these. Any stand out, or would buy all in a basket.

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Read Answer Asked by Anthony on December 28, 2020

• BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ $70.45)
  • $70.45 P/E (TTM): 21.08X Cap: $386M
  • View ZDJ Profile
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• BMO S&P 500 Index ETF (ZSP $99.82)
  • $99.82 P/E (TTM): 25.46X Cap: $20.64B
  • View ZSP Profile
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• iShares S&P/TSX 60 Index ETF (XIU $47.70)
  • $47.70 P/E (TTM): 18.08X Cap: $20.57B
  • View XIU Profile
  • View Questions on XIU

Q: If I wanted to add a single ETF for each of the following what would be your suggested ETF: S&P 500, TSX 60 and Dow 30?

Thanks and Merry Christmas!

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Read Answer Asked by Ronald on December 28, 2020

• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.08)
  • $52.08 P/E (TTM): 18.19X Cap: $25.52B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX 60 Index ETF (XIU $47.70)
  • $47.70 P/E (TTM): 18.08X Cap: $20.57B
  • View XIU Profile
  • View Questions on XIU
• State Street SPDR S&P 500 ETF Trust (SPY $662.29)
  • $662.29 P/E (TTM): 26.17X Cap: $660.19B
  • View SPY Profile
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• Vanguard Total Stock Market ETF (VTI $326.13)
  • $326.13 P/E (TTM): 25.58X Cap: $561.69B
  • View VTI Profile
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• Vanguard Balanced ETF Portfolio (VBAL $36.79)
  • $36.79 P/E (TTM): 6.89X Cap: $4.79B
  • View VBAL Profile
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• iShares Core Balanced ETF Portfolio (XBAL $33.28)
  • $33.28 P/E (TTM): 22.97X Cap: $2.84B
  • View XBAL Profile
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Q: Can you please recommend a couple of ETFs for an RESP with a six year time frame? Thank you!

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Read Answer Asked by Susan on December 28, 2020

• BMO MSCI Emerging Markets Index ETF (ZEM $28.28)
  • $28.28 P/E (TTM): 6.55X Cap: $2.80B
  • View ZEM Profile
  • View Questions on ZEM
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $44.57)
  • $44.57 P/E (TTM): 6.04X Cap: $3.59B
  • View VEE Profile
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Q: Hi, You already mentionned here that ZEM was more "tax efficient" than VEE, since "there is no US withholding tax" with ZEM. From what I can observe,VEE is only including emerging market stocks (and no ETFs or US stock), could you explain to me why VEE would be less "tax efficient" than ZEM ? Regards,JY

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Read Answer Asked by Jean-Yves on December 28, 2020

• BMO Mid Corporate Bond Index ETF (ZCM $15.58)
  • $15.58 Cap: $1.27B
  • View ZCM Profile
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• BMO Short Corporate Bond Index ETF (ZCS $13.96)
  • $13.96 Cap: $4.14B
  • View ZCS Profile
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• Global X Active Ultra-Short Term Investment Grade Bond ETF (HFR $10.08)
  • $10.08 Cap: $553M
  • View HFR Profile
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• Vanguard Short-Term Government Bond ETF (VGSH $58.53)
  • $58.53 Cap: $25.80B
  • View VGSH Profile
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Q: Hi 5i research team - Can I have your opinion on the ZCM, ZCS, HFR ETFs?
I am looking for ETFs in the bonds category that do not fall much if the market tumbles (relatively safe) and at the same time pays a good interest compared to money market funds. I dont have any in the US market.
Any other ETFs you can think of in the CAD and US markets?
Thanks for your input!

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Read Answer Asked by Ahmed on December 23, 2020

• Gilead Sciences Inc. (GILD $144.99)
  • $144.99 P/E (TTM): 21.42X Cap: $179.99B
  • View GILD Profile
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• Bank of America Corporation (BAC $46.72)
  • $46.72 P/E (TTM): 12.36X Cap: $335.29B
  • View BAC Profile
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• JPMorgan Chase & Co. (JPM $283.44)
  • $283.44 P/E (TTM): 14.16X Cap: $764.44B
  • View JPM Profile
  • View Questions on JPM
• Pfizer Inc. (PFE $26.58)
  • $26.58 P/E (TTM): 19.54X Cap: $151.19B
  • View PFE Profile
  • View Questions on PFE
• State Street Financial Select Sector SPDR ETF (XLF $48.89)
  • $48.89 P/E (TTM): 16.77X Cap: $46.51B
  • View XLF Profile
  • View Questions on XLF
• ARK Genomic Revolution ETF (ARKG $26.36)
  • $26.36 P/E (TTM): 27.48X Cap: $1.19B
  • View ARKG Profile
  • View Questions on ARKG

Q: Your thoughts on selling XLF to buy JPM & BAC and selling PFE & GILD to buy ARKG.

Thank you!

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Read Answer Asked by Nhung on December 23, 2020

• BMO Laddered Preferred Share Index ETF (ZPR $12.44)
  • $12.44 P/E (TTM): 5.91X Cap: $1.51B
  • View ZPR Profile
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Q: Are you aware of any etf,s that are composed of just rate-reset preferred shares?

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Read Answer Asked by Brian on December 22, 2020

Q: I know you don’t have a crystal ball but might this be the time to consider shifting sectors from technology to Clean energy. In this case my question would be shifting from XLK (up over 50 %) to TAN and the solar energy components. Thoughts ?

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Read Answer Asked by Dennis on December 22, 2020

• INVESCO QQQ Trust (QQQ $593.72)
  • $593.72 P/E (TTM): 33.2X Cap: $382.77B
  • View QQQ Profile
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• State Street SPDR S&P Semiconductor ETF (XSD $327.40)
  • $327.40 P/E (TTM): 34.49X Cap: $1.62B
  • View XSD Profile
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• ARK Innovation ETF (ARKK $70.25)
  • $70.25 P/E (TTM): 42.21X Cap: $6.47B
  • View ARKK Profile
  • View Questions on ARKK
• Global X Autonomous & Electric Vehicles ETF (DRIV $30.14)
  • $30.14 P/E (TTM): 5.29X Cap: $329M
  • View DRIV Profile
  • View Questions on DRIV

Q: i am thinking of taking a position in one or all of these high performance etfs in order, which ones, do you favour? could you possibly suggest suggest some other etfs or sectors that i may take a look at (dont mind taking the risk) more than 1 question here Kindly deduct my credits accordingly

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Read Answer Asked by terrance on December 22, 2020

• Broadcom Inc. (AVGO $322.16)
  • $322.16 P/E (TTM): 67.82X Cap: $1.52T
  • View AVGO Profile
  • View Questions on AVGO
• KLA Corporation (KLAC $1,418.64)
  • $1,418.64 P/E (TTM): 41.3X Cap: $185.95B
  • View KLAC Profile
  • View Questions on KLAC
• NVIDIA Corporation (NVDA $180.25)
  • $180.25 P/E (TTM): 36.79X Cap: $4.38T
  • View NVDA Profile
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• QUALCOMM Incorporated (QCOM $129.82)
  • $129.82 P/E (TTM): 26.17X Cap: $138.51B
  • View QCOM Profile
  • View Questions on QCOM
• Texas Instruments Incorporated (TXN $190.78)
  • $190.78 P/E (TTM): 34.94X Cap: $173.69B
  • View TXN Profile
  • View Questions on TXN
• Marvell Technology Inc. (MRVL $87.86)
  • $87.86 P/E (TTM): 30.83X Cap: $76.81B
  • View MRVL Profile
  • View Questions on MRVL
• VanEck Vectors Semiconductor ETF (SMH $387.33)
  • $387.33 P/E (TTM): 35.18X Cap: $44.05B
  • View SMH Profile
  • View Questions on SMH

Q: I would like to add some coverage in semi conductors. What are your thoughts on these stocks? Is investing in the ETF a better bet? Any valuation concerns with SMH? Do you have other suggestions that are not overvalued?

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Read Answer Asked by Maureen on December 22, 2020

• iShares S&P Global Clean Energy Index Fund (ICLN $18.38)
  • $18.38 P/E (TTM): 36.15X Cap: $2.14B
  • View ICLN Profile
  • View Questions on ICLN
• Invesco WilderHill Clean Energy ETF (PBW $32.21)
  • $32.21 P/E (TTM): 27.23X Cap: $513M
  • View PBW Profile
  • View Questions on PBW
• First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN $46.48)
  • $46.48 P/E (TTM): 33.56X Cap: $550M
  • View QCLN Profile
  • View Questions on QCLN

Q: Hi Peter, Ryan and 5i,
Could you please rate these three clean energy ETF's.
Thanks and best wishes for Christmas and the New Year.
Love your service. Stay Safe.
Ivan

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Read Answer Asked by Ivan on December 22, 2020

• BMO Aggregate Bond Index ETF (ZAG $13.68)
  • $13.68 Cap: $12.16B
  • View ZAG Profile
  • View Questions on ZAG
• iShares Core Canadian Universe Bond Index ETF (XBB $27.94)
  • $27.94 P/E (TTM): 31.38X Cap: $9.88B
  • View XBB Profile
  • View Questions on XBB
• iShares Core Canadian Long Term Bond Index ETF (XLB $18.29)
  • $18.29 P/E (TTM): 5.13X Cap: $808M
  • View XLB Profile
  • View Questions on XLB

Q: Fixed Income portion of portfolio is 40% and some deposits came due so need to deploy that cash into fixed income. Thinking of putting 25% of the 40% FI into these two ETFs. I would appreciate your thoughts on this plan please. Alternatives are welcome. Thanks again.

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Read Answer Asked by Danny-boy on December 21, 2020

• BMO MSCI China Selection Equity Index ETF (ZCH $19.31)
  • $19.31 P/E (TTM): 48.77X Cap: $132M
  • View ZCH Profile
  • View Questions on ZCH
• BMO MSCI Emerging Markets Index ETF (ZEM $28.28)
  • $28.28 P/E (TTM): 6.55X Cap: $2.80B
  • View ZEM Profile
  • View Questions on ZEM
• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $135.21)
  • $135.21 P/E (TTM): 17.33X Cap: $312.23B
  • View BABA Profile
  • View Questions on BABA

Q: I'm considering buying these two ETFs which will be about 5% of my portfolio in total. Is this too much for emerging market exposure or not enough? The mer for each of them is reasonable but one concern I have is that both have BABA & BABA seems to be out of favour with the Chinese gov't. Is that %age a problem? Has this sector already run too far or does it still have room to grow?
Thanks very much for your advice which has been so helpful during my investment journey. To all the team Happy Holidays.
Dave

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Read Answer Asked by Dave on December 21, 2020

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $34.51)
  • $34.51 P/E (TTM): 12.07X Cap: $367M
  • View ZUB Profile
  • View Questions on ZUB
• BMO Equal Weight Banks Index ETF (ZEB $58.34)
  • $58.34 P/E (TTM): 15.15X Cap: $4.60B
  • View ZEB Profile
  • View Questions on ZEB

Q: Hi,
Would you recommend ZUB and can you offer an alternative(s)
Thanks,
Morris

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Read Answer Asked by Morris on December 21, 2020