Investment Q&A

• NEOS Nasdaq 100 High Income ETF (QQQI $55.09)
  • $55.09 P/E (TTM): 33.79X Cap: $5.75B
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Q: Hello 5i
Thank for your detailed reply to my question re: QQQI. As a follow up question, can you give me an indication of how much variability is in the dividend and what would cause this.?
IE: In a large market decline the fund will still decline a lot but it will pay a healthy dividend while I wait or maybe it won’t?
Thank you so much!
Dave

Upvote 1

Read Answer Asked by Dave on February 25, 2025

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $30.99)
  • $30.99 P/E (TTM): 4.94X Cap: $2.48B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.92)
  • $39.92 P/E (TTM): 14.83X Cap: $1.05B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $57.56)
  • $57.56 P/E (TTM): 5.96X Cap: $4.84B
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• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $34.60)
  • $34.60 P/E (TTM): 10.17X Cap: $3.11B
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Q: I sold my individual dividend stocks and am replacing them with an ETF for simplicity. How would you rate/compare these dividendETFS? Which two do you prefer? I'll put 1 in my rrsp and a another in my TFSA. I am diversified in other countries already. I'm thinking XDIV and XEI might be the safest?

Upvote 4

Read Answer Asked by Carla on February 24, 2025

• NEOS Nasdaq 100 High Income ETF (QQQI $55.09)
  • $55.09 P/E (TTM): 33.79X Cap: $5.75B
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Q: Hello 5i, QQQI, IQQQ
Could you please explain 1. The difference between these two ETFs and 2. What are the pro and cons of each?
Thank you
Dave

Upvote 1

Read Answer Asked by Dave on February 24, 2025

• iShares Canadian Select Dividend Index ETF (XDV $36.86)
  • $36.86 P/E (TTM): 11.64X Cap: $1.99B
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• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $57.56)
  • $57.56 P/E (TTM): 5.96X Cap: $4.84B
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Q: Looking to buy a canadian dividend etf as one of my core holdings. Do you like VDY or XDV? What are the differences? Or is there another canadian dividend ETF you would recommend?

Upvote 3

Read Answer Asked by Carla on February 24, 2025

Q: Pleas recommendation 4 ir 5 Cdn ETFS wuith a good yield and moderate risk. Thanks

Upvote 5

Read Answer Asked by gary on February 24, 2025

• Global X Europe 50 Index Corporate Class ETF (HXX $65.64)
  • $65.64 Cap: $165M
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• iShares Europe ETF (IEV $66.23)
  • $66.23 P/E (TTM): 10.08X Cap: $1.59B
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Q: (1) Can you suggest an ETF similar to FEZ but that includes companies outside the Eurozone (i.e. includes Swiss, Swedish and UK companies). I am looking for an ETF that favors large caps, preferably holds not more than a hundred companies. IEV is the closest I could find but it holds over 360 companies. And VGK has over a thousand (>1200).

(2) Am I wrong to think that holding hundreds of companies tends to dilute an ETF’s performance?

Upvote 1

Read Answer Asked by Adam on February 24, 2025

• AeroVironment Inc. (AVAV $377.18)
  • $377.18 Cap: $18.17B
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• iShares U.S. Aerospace & Defense ETF (ITA $213.36)
  • $213.36 P/E (TTM): 20.79X Cap: $12.09B
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• Global X Defense Tech ETF (SHLD $67.41)
  • $67.41 P/E (TTM): 39.16X Cap: $5.12B
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Q: How would you invest in the Defence sector at this time? And would you? On that theme what do you think of BAE in comparison to others in the sector? And are there ETF’s which would be appropriate?

Upvote 2

Read Answer Asked by James on February 24, 2025

• Vicarious Surgical Inc. Class A (RBOT $5.75)
  • $5.75 Cap: $34M
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• GLOBAL X FDS (AIQ $51.02)
  • $51.02 P/E (TTM): 27.91X Cap: $6.66B
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Q: Can you give me the two best ETF’s in the US that you would invest in that hold the best Ai stocks. Two ETF’s to hold for three years. Much too hard to pick the individual winners. It would be my first time buying ETF’s.

Upvote 2

Read Answer Asked by Helen on February 24, 2025

• BMO Global High Dividend Covered Call ETF (ZWG $33.22)
  • $33.22 P/E (TTM): 18.02X Cap: $275M
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Q: Hi 5i
Thanks for all your great work, as always.
What would be your recommendation for a covered call international etf . I am looking for income and diversifying to outside of North America. I would appreciate a couple in CAD and a couple in USD if possible.
Thanks!
Murray

Upvote 2

Read Answer Asked by Murray on February 24, 2025

• BMO S&P 500 Index ETF (ZSP $103.32)
  • $103.32 P/E (TTM): 26.73X Cap: $20.42B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.61)
  • $103.61 Cap: $2.27B
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• SPDR S&P 500 ETF Trust (SPY $671.29)
  • $671.29 P/E (TTM): 28.22X Cap: $682.29B
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Q: Hello 5i Team,
Currently building out a small portfolio for my son, with a VERY long time horizon (30 years +). Looking to add U.S. exposure, but instead of picking individual names, I thought I would do this through an ETF or two. Was considering putting 50% of the US exposure into SPY, and the other half into VGG. An alternative to SPY would be ZSP, which I can buy in Cdn. dollars in Toronto. Your thoughts on this strategy and the allocations?
Thanks very much!

Upvote 4

Read Answer Asked by Brian on February 24, 2025

• JPMorgan Nasdaq Equity Premium Income ETF (JEPQ $58.06)
  • $58.06 P/E (TTM): 34.36X Cap: $26.87B
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Q: This morning in an answer to Heather you quoted JEPQ as having a yield of 12.50% ..... My sources say 9.50% .... I'm interested at 12.50% but not the latter. Could you confirm the dividend yield ? Thanks for your terrific service .....

Upvote 3

Read Answer Asked by Garth on February 24, 2025

• PowerShares NASDAQ Internet Portfolio (PNQI $55.97)
  • $55.97 P/E (TTM): 27.18X Cap: $806M
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Q: Looking for your take on this ETF to determine if better alternatives exist?

Upvote 2

Read Answer Asked by William Ross on February 24, 2025

• The iShares MSCI Japan Value ETF (EWJV $39.37)
  • $39.37 P/E (TTM): 14.68X Cap: $531M
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Q: I noticed that Warren Buffet has sold his positions in VOO and SPY . Given that he may have just been using them for a holding pattern, that did not bother me too much. But, now I see that he is investing in Japan. This makes you think that he might have found something worth investing in. Do you think that may be the case in a strong way and that it may be profitable to follow his lead? If so, would the above mentioned value etf be the right choice or might there be something better? I don’t want to own the individual stocks.
Thanks as always

Upvote 6

Read Answer Asked by joseph on February 24, 2025

Q: I am looking for a ETF that favors value stocks in US and Canadian funds

Upvote 5

Read Answer Asked by Roy on February 21, 2025

Q: Could I please have your top 5 choices for Cdn ETFs - good yield - low risk. Thanks

Upvote 6

Read Answer Asked by gary on February 21, 2025

• Toronto-Dominion Bank (The) (TD $112.64)
  • $112.64 P/E (TTM): 9.37X Cap: $191.32B
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• BCE Inc. (BCE $33.58)
  • $33.58 P/E (TTM): 73.89X Cap: $31.22B
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• Enbridge Inc. (ENB $66.29)
  • $66.29 P/E (TTM): 23.19X Cap: $144.46B
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• Canadian Natural Resources Limited (CNQ $41.91)
  • $41.91 P/E (TTM): 10.71X Cap: $88.20B
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• TELUS Corporation (T $21.10)
  • $21.10 P/E (TTM): 33.56X Cap: $32.44B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,245.92)
  • $2,245.92 P/E (TTM): 8.12X Cap: $49.92B
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• Fortis Inc. (FTS $72.42)
  • $72.42 P/E (TTM): 21.31X Cap: $36.47B
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• Tourmaline Oil Corp. (TOU $60.97)
  • $60.97 P/E (TTM): 14.77X Cap: $22.76B
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• Celestica Inc. (CLS $371.47)
  • $371.47 P/E (TTM): 61.83X Cap: $44.18B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $90.93)
  • $90.93 P/E (TTM): 37.56X Cap: $10.53B
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• Pembina Pipeline Corp. (Canada) (PBA $37.85)
  • $37.85 P/E (TTM): 17.92X Cap: $21.93B
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• Royal Bank Of Canada (RY $146.60)
  • $146.60 P/E (TTM): 15.45X Cap: $206.69B
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• Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $28.45)
  • $28.45 Cap: $19.11B
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• Boyd Group Services Inc. (BYD $212.17)
  • $212.17 P/E (TTM): 404.03X Cap: $4.51B
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• ARCpoint Inc. (ARC $0.04)
  • $0.04 P/E (TTM): 2.14X Cap: $2M
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.61)
  • $76.61 P/E (TTM): 36.85X Cap: $125.53B
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• US Treasury 3 Month Bill ETF (TBIL $49.96)
  • $49.96 Cap: $6.10B
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Q: Hi group can you please comment on Capitol direct trust - last quarter they paid out 9% + over last 3 yrs they have averaged 7+ %. What is your assessment of the risk rewards in this sector i suspect that restrictions on liquidly and management fees are concerns but the attractive quarterly payout are very attractive in this unstable market overall your thoughts please. I am 74 and retired so steady income is a driver. Also please rate the above stocks (1-10 . 10 being best) Thanks for your help

Upvote 8

Read Answer Asked by Terence on February 21, 2025

• JPMorgan US Equity Premium Income Active ETF (JEPI $25.57)
  • $25.57 P/E (TTM): 25.07X Cap: $208M
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• JPMorgan Nasdaq Equity Premium Income Active ETF (JEPQ $27.83)
  • $27.83 P/E (TTM): 32.74X Cap: $110M
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Q: Hi Can you please give your opinion on two these ETFs and any suggestion on alternative if not in favour of them.

Upvote 2

Read Answer Asked by Heather on February 21, 2025

• iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP $14.39)
  • $14.39 P/E (TTM): 0.06X
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• iShares MSCI Japan ETF (EWJ $82.57)
  • $82.57 P/E (TTM): 17.93X Cap: $15.46B
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• The iShares MSCI Japan Value ETF (EWJV $39.37)
  • $39.37 P/E (TTM): 14.68X Cap: $531M
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Q: Please recommend your preferred Japan etf or etfs. Your thoughts on a currency hedged etf is also appreciated. Thanks

Upvote 2

Read Answer Asked by John on February 21, 2025

• iShares Canadian Value Index ETF (XCV $47.44)
  • $47.44 P/E (TTM): 11.51X Cap: $90M
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• Vanguard Global Value Factor ETF (VVL $60.27)
  • $60.27 P/E (TTM): 13.36X Cap: $527M
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• Vanguard Value ETF (VTV $187.22)
  • $187.22 P/E (TTM): 18.53X Cap: $139.56B
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Q: I am looking for a Value ETF in American and Canadian funds.

Upvote 5

Read Answer Asked by Roy on February 21, 2025

Q: Hi. What’s your opinion of this ETF? Thanks.

Upvote 2

Read Answer Asked by James on February 21, 2025