Investment Q&A

Q: What is your top Canadian REIT ETF?

What is your top Canadian preferred shares ETF?

Is this is a good time to add these to a portfolio?

Upvote 6

Read Answer Asked by Carla on February 26, 2025

• PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund (EMNT $98.77)
  • $98.77 P/E (TTM): 14.33X Cap: $211M
  • View EMNT Profile
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• PIMCO Active Bond ETF (BOND $93.35)
  • $93.35 P/E (TTM): 12.77X Cap: $6.56B
  • View BOND Profile
  • View Questions on BOND
• Vanguard Ultra-Short Bond ETF (VUSB $49.77)
  • $49.77 P/E (TTM): 25.86X Cap: $5.82B
  • View VUSB Profile
  • View Questions on VUSB

Q: Can you recommend 2 or 3 Canadian and US bond ETF's (or any other fixed income) that have higher yields (5+%)?

Upvote 2

Read Answer Asked by David on February 25, 2025

• Hamilton Enhanced U.S. Covered Call ETF (HYLD $14.95)
  • $14.95 P/E (TTM): 27.81X Cap: $926M
  • View HYLD Profile
  • View Questions on HYLD

Q: Hi there. With the recent uncertainty in the markets, what is your opinion on HYLD.CA?
Does it make sense to be more diversified when deploying new money in this current environment and have a larger amount of investable capital in ETF type funds that pay higher yields- as opposed to individual names? Do you see the Canadian dollar gaining some strength as we head further into 2025?

Thank-you as always!

Upvote 1

Read Answer Asked by Lesley on February 25, 2025

• BetaPro S&P/TSX 60 -2x Daily Bear ETF (CNDD $14.26)
  • $14.26 Cap: $23M
  • View CNDD Profile
  • View Questions on CNDD
• BetaPro S&P/TSX 60 Daily Inverse ETF (CNDI $19.59)
  • $19.59 Cap: $14M
  • View CNDI Profile
  • View Questions on CNDI

Q: I see that CNDI trades exceptionally thinly and CNDD trades more, but is leveraged. Do you know of any better non-leveraged inverse ETFs for the Canadian market? Thank-you.

Upvote 1

Read Answer Asked by Alex on February 25, 2025

• BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ $73.16)
  • $73.16 P/E (TTM): 21.26X Cap: $404M
  • View ZDJ Profile
  • View Questions on ZDJ
• BMO S&P 500 Index ETF (ZSP $103.42)
  • $103.42 P/E (TTM): 26.1X Cap: $21.14B
  • View ZSP Profile
  • View Questions on ZSP
• iShares S&P/TSX 60 Index ETF (XIU $47.06)
  • $47.06 P/E (TTM): 16.8X Cap: $20.72B
  • View XIU Profile
  • View Questions on XIU
• Vanguard S&P 500 ETF (VOO $627.56)
  • $627.56 P/E (TTM): 27.51X Cap: $763.21B
  • View VOO Profile
  • View Questions on VOO
• iShares Dow Jones U.S. ETF (IYY $165.70)
  • $165.70 P/E (TTM): 25.43X Cap: $2.70B
  • View IYY Profile
  • View Questions on IYY

Q: Can you please share your favourite ETF for Dow Jones, S&P500 and TSX

Please share in CDN dollars hedge and unhedged. Plus in USA dollars

Thanks for the great service.

Upvote 4

Read Answer Asked by Hector on February 25, 2025

• iShares Core Canadian Universe Bond Index ETF (XBB $28.13)
  • $28.13 Cap: $9B
  • View XBB Profile
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• CI High Interest Savings ETF (CSAV $50.07)
  • $50.07 P/E (TTM): 34.16X Cap: $5.28B
  • View CSAV Profile
  • View Questions on CSAV

Q: I am seeing higher yields on HISA ETFs vs bond ETFs. Is this right? If so--it seems like unless you want to bet on bonds going up, HISAs are the better option right now for conservative money. What do you think?

Upvote 2

Read Answer Asked by Chris on February 25, 2025

• First Trust Water ETF (FIW $109.80)
  • $109.80 P/E (TTM): 27.85X Cap: $1.91B
  • View FIW Profile
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Q: I'm debating about this one. On the one hand, useful diversification but, on the other, growing uncertainty about U.S. market and possible tariff-induced inflation. What is your assessment of risk vs. reward over the next couple of years?

Upvote 1

Read Answer Asked by John on February 25, 2025

• NEOS Nasdaq 100 High Income ETF (QQQI $54.55)
  • $54.55 P/E (TTM): 29.01X Cap: $6.88B
  • View QQQI Profile
  • View Questions on QQQI

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 $32.13)
  • $32.13 P/E (TTM): 4.66X Cap: $2.77B
  • View XEI Profile
  • View Questions on XEI
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.56)
  • $40.56 P/E (TTM): 14.68X Cap: $1.09B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $61.57)
  • $61.57 P/E (TTM): 5.9X Cap: $5.47B
  • View VDY Profile
  • View Questions on VDY
• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $36.55)
  • $36.55 P/E (TTM): 10.22X Cap: $3.65B
  • View XDIV Profile
  • View Questions on XDIV

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 $54.55)
  • $54.55 P/E (TTM): 29.01X Cap: $6.88B
  • View QQQI Profile
  • View Questions on QQQI

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 $39.54)
  • $39.54 P/E (TTM): 11.56X Cap: $2.15B
  • View XDV Profile
  • View Questions on XDV
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $61.57)
  • $61.57 P/E (TTM): 5.9X Cap: $5.47B
  • View VDY Profile
  • View Questions on VDY

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 $66.25)
  • $66.25 Cap: $169M
  • View HXX Profile
  • View Questions on HXX
• iShares Europe ETF (IEV $68.11)
  • $68.11 P/E (TTM): 40.1X Cap: $1.61B
  • View IEV Profile
  • View Questions on IEV

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 $243.01)
  • $243.01 Cap: $12.13B
  • View AVAV Profile
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• iShares U.S. Aerospace & Defense ETF (ITA $213.91)
  • $213.91 P/E (TTM): 19.17X Cap: $12.53B
  • View ITA Profile
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• Global X Defense Tech ETF (SHLD $65.08)
  • $65.08 P/E (TTM): 44.32X Cap: $5.01B
  • View SHLD Profile
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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 $2.17)
  • $2.17 Cap: $22M
  • View RBOT Profile
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• GLOBAL X FDS (AIQ $50.73)
  • $50.73 P/E (TTM): 24.17X Cap: $7.06B
  • View AIQ Profile
  • View Questions on AIQ

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 $33.70)
  • $33.70 P/E (TTM): 17.95X Cap: $283M
  • View ZWG Profile
  • View Questions on ZWG

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 $103.42)
  • $103.42 P/E (TTM): 26.1X Cap: $21.14B
  • View ZSP Profile
  • View Questions on ZSP
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.59)
  • $103.59 Cap: $2.27B
  • View VGG Profile
  • View Questions on VGG
• SPDR S&P 500 ETF Trust (SPY $680.59)
  • $680.59 P/E (TTM): 27.29X Cap: $716.88B
  • View SPY Profile
  • View Questions on SPY

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 $58.62)
  • $58.62 P/E (TTM): 28.44X Cap: $27.15B
  • View JEPQ Profile
  • View Questions on JEPQ

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 $53.98)
  • $53.98 P/E (TTM): 13.21X Cap: $768M
  • View PNQI Profile
  • View Questions on PNQI

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 $39.54)
  • $39.54 P/E (TTM): 31.15X Cap: $490M
  • View EWJV Profile
  • View Questions on EWJV

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