Investment Q&A

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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 $334.92)
  • $334.92 P/E (TTM): 22.36X Cap: $13.12B
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• Mawer Global Small Cap Fund Series A (MAW150 $16.21)
  • $16.21 P/E (TTM): 17.4X Cap: $801M
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• Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS $152.84)
  • $152.84 P/E (TTM): 4.03X Cap: $9.69B
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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 $96.80)
  • $96.80 Cap: $5.78B
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• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $87.89)
  • $87.89 Cap: $4.85B
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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 $250.71)
  • $250.71 P/E (TTM): 29.56X Cap: $21B
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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 $13.90)
  • $13.90 Cap: $12.26B
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• BMO Low Volatility Canadian Equity ETF (ZLB $59.94)
  • $59.94 P/E (TTM): 17.1X Cap: $6.11B
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $171.08)
  • $171.08 P/E (TTM): 31.87X Cap: $2.70B
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• BMO S&P 500 Index ETF (ZSP $102.71)
  • $102.71 P/E (TTM): 25.46X Cap: $21.37B
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• iShares S&P/TSX 60 Index ETF (XIU $49.42)
  • $49.42 P/E (TTM): 18.08X Cap: $21.46B
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• Fidelity International High Quality ETF (FCIQ $45.50)
  • $45.50 P/E (TTM): 60.68X Cap: $1.52B
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• CI International Quality Dividend Growth Index ETF (IQD $37.67)
  • $37.67 P/E (TTM): 0.92X Cap: $152M
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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 $54.87)
  • $54.87 P/E (TTM): 18.45X Cap: $1.55B
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• iShares S&P Global Clean Energy Index Fund (ICLN $18.09)
  • $18.09 P/E (TTM): 36.15X Cap: $2.10B
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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 Low Carbon Optimized MSCI ACWI ETF (CRBN $235.02)
  • $235.02 P/E (TTM): 25.46X Cap: $1.04B
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• iShares ESG MSCI KLD 400 ETF (DSI $128.16)
  • $128.16 P/E (TTM): 27.3X Cap: $4.91B
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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 $45.97)
  • $45.97 P/E (TTM): 1.18X Cap: $9.15B
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• Vanguard Total International Stock (VXUS $80.34)
  • $80.34 P/E (TTM): 1.83X Cap: $115.50B
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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 $31.79)
  • $31.79 P/E (TTM): 27.25X Cap: $391M
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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 $12.18)
  • $12.18 P/E (TTM): 18.74X Cap: $2.15B
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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 $73.62)
  • $73.62 P/E (TTM): 28.24X Cap: $84M
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• Dynamic Active Global Dividend ETF (DXG $79.76)
  • $79.76 P/E (TTM): 29.99X Cap: $841M
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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 $262.52)
  • $262.52 P/E (TTM): 33.39X Cap: $3.85T
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• Amazon.com Inc. (AMZN $216.82)
  • $216.82 P/E (TTM): 29.11X Cap: $2.32T
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• Alphabet Inc. (GOOG $303.45)
  • $303.45 P/E (TTM): 28.08X Cap: $3.67T
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• Microsoft Corporation (MSFT $405.20)
  • $405.20 P/E (TTM): 25.26X Cap: $3T
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• Procter & Gamble Company (The) (PG $158.30)
  • $158.30 P/E (TTM): 23.66X Cap: $367.88B
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• TD Active Global Enhanced Dividend ETF (TGED $29.95)
  • $29.95 P/E (TTM): 34.61X Cap: $1.49B
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• TD Active U.S. Enhanced Dividend ETF (TUED $33.75)
  • $33.75 P/E (TTM): 31.41X Cap: $612M
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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 $43.88)
  • $43.88 P/E (TTM): 16.81X Cap: $1.15B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $104.75)
  • $104.75 Cap: $2.32B
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• Vanguard Dividend Appreciation FTF (VIG $225.52)
  • $225.52 P/E (TTM): 24.38X Cap: $100.97B
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• Schwab US Dividend Equity ETF (SCHD $31.54)
  • $31.54 P/E (TTM): 16.74X Cap: $85.30B
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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 $43.88)
  • $43.88 P/E (TTM): 16.81X Cap: $1.15B
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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

• Vanguard Growth ETF (VUG $464.01)
  • $464.01 P/E (TTM): 36.5X Cap: $202.72B
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Q: Would you have any ETF or Mutual fund that compare to this Vanguard US Growth fund investor Shares (VWUSX). It seems that Vanguard does not sell this fund in Canada, Thanks

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Read Answer Asked by Saad on September 28, 2020

• ARK Innovation ETF (ARKK $74.93)
  • $74.93 P/E (TTM): 38.23X Cap: $6.85B
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Q: Larry Berman mentioned playing ARKK in Canada thru Emerge, eaai - your thoughts please.

Thank you

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Read Answer Asked by Mark on September 28, 2020

• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $38.77)
  • $38.77 P/E (TTM): 11.93X Cap: $4.33B
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• TD Dividend Growth Fund - D Series (TDB3088 $23.25)
  • $23.25 P/E (TTM): 11.4X Cap: $867M
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Q: Would like to get your thoughts on the TD Dividend Growth Fund - D. I was thinking of taking some profit. Are there better recommendations ? I am retired.

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Read Answer Asked by Nancy on September 25, 2020

• Vanguard All-Equity ETF Portfolio (VEQT $55.72)
  • $55.72 P/E (TTM): 0.17X Cap: $12.08B
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Q: Hi,
what would be the main pros and cons of holding this ETF as a core holding for the equity portion of an RRSP account?
Thanks,
Dan

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Read Answer Asked by Daniel on September 25, 2020

• BMO Aggregate Bond Index ETF (ZAG $13.90)
  • $13.90 Cap: $12.26B
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• BMO Ultra Short-Term Bond ETF (ZST $49.05)
  • $49.05 Cap: $3.76B
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.40)
  • $28.40 P/E (TTM): 14.62X Cap: $9.81B
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• iShares Core Canadian Long Term Bond Index ETF (XLB $18.87)
  • $18.87 P/E (TTM): 5.13X Cap: $839M
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• iShares Core Canadian Short Term Corporate Bond Index ETF (XSH $19.19)
  • $19.19 P/E (TTM): 15.58X Cap: $2.39B
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• Vanguard Canadian Short-Term Corporate Bond Index ETF (VSC $24.31)
  • $24.31 Cap: $1.40B
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Q: I just recently retired and within my portfolio have approx 60% in Bonds (As per above) - while these have been a great hedge against the equity holdings, I am considering either selling some of the bonds listed above - approx 10% and moving these monies into either high yield bonds - ie CHB or ZHY or if not into high yield bonds possibly a high yield dividend fund like XEI or ZWC or ?
While I would like to increase the income on these monies - do you think this is a good time to make this move?

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Read Answer Asked by Greg on September 25, 2020

• BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY $11.09)
  • $11.09 P/E (TTM): 0.25X Cap: $1.48B
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Q: Do you feel ZHY is a stable retirement income? it pays good dividends over 6%. Is the risk high?

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Read Answer Asked by JAMES on September 24, 2020