Investment Q&A

• GLOBAL X FDS (BOTZ $37.66)
  • $37.66 P/E (TTM): 59.82X Cap: $3.40B
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• iShares Future AI & Tech ETF (ARTY $59.83)
  • $59.83 P/E (TTM): 36.57X Cap: $2.69B
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Q: Hi, can you please do the same comparison between $ARTY and $BOTZ? THANKS!

Upvote 2

Read Answer Asked by Kel on March 10, 2026

• AeroVironment Inc. (AVAV $192.34)
  • $192.34 Cap: $9.77B
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• Ondas Inc (ONDS $10.48)
  • $10.48 Cap: $5.05B
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Q: Hello, I just realized there is an ETF covering drone makers, DRNZ. It is a new ETF, but what is your opinion of its holdings? Any other comments? Thanks

Upvote 3

Read Answer Asked by Martin on March 09, 2026

• BetaPro Crude Oil Inverse Leveraged Daily Bear ETF (HOD $1.17)
  • $1.17 Cap: $75M
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• United States Oil Fund (USO $139.60)
  • $139.60 Cap: $1.95B
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Q: Is there an ETF where you can short crude oil on a longer term basis? What would likely happen if you purchased this ETF if the price of crude hit $105 and you held it for a few months and theoretically the crude price dropped to $80. Would this ETF work for a longer period of time or is it only meant for short term fluctuations? Do you have any other ideas for this type of trade without using futures?
Thanks

Upvote 2

Read Answer Asked by Brad on March 09, 2026

• Hamilton Enhanced Canadian Covered Call ETF (HDIV $22.10)
  • $22.10 P/E (TTM): 19.46X Cap: $1.49B
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD $14.80)
  • $14.80 P/E (TTM): 29.4X Cap: $1.04B
  • View HYLD Profile
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• Evolve US Equity UltraYield ETF (BIGY $19.36)
  • $19.36 P/E (TTM): 40.91X Cap: $267M
  • View BIGY Profile
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• Evolve Canadian Equity UltraYield ETF (CANY $25.05)
  • $25.05 P/E (TTM): 17.43X Cap: $86M
  • View CANY Profile
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Q: Can you please compare HLYD and HDVI to BIGY and CANY in terms of leverages, dividends, NAV decay and which one would you recommend to own ?

Upvote 7

Read Answer Asked by Richard on March 09, 2026

• Vanguard S&P 500 ETF (VOO $654.26)
  • $654.26 P/E (TTM): 26.2X Cap: $869.38B
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• Invesco S&P 500 Equal Weight ETF (RSP $200.76)
  • $200.76 P/E (TTM): 20.28X Cap: $86.63B
  • View RSP Profile
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Q: I presently hold VOO .I am wondering if switching to a capped version of S&P 500 would be appropriate and if so could you suggest ETFs which would fill the bill

Upvote 2

Read Answer Asked by Tom on March 05, 2026

• BMO S&P 500 Index ETF (ZSP $107.00)
  • $107.00 P/E (TTM): 25.58X Cap: $22.22B
  • View ZSP Profile
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Q: hello, wonder what you suggest for global diversification, currently my portfolio is about half Canadian (XIU, FCCM) and a third international (EWY,ILF,VEU, VA.TO, VIU.TO)
I had 15% in ZSP last year but was disappointed with the performance and FX hit.
I only have CAD$ left to invest would you suggest putting that into US funds in spite of the sluggish performance in the last year?
If so which fund would you suggest, ZSP, VFV, or perhaps an equal weight fund such as EQL.TO

Upvote 4

Read Answer Asked by Rob on March 05, 2026

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $100.64)
  • $100.64 P/E (TTM): 13.32X Cap: $21.61B
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• Constellation Software Inc. (CSU $2,434.99)
  • $2,434.99 P/E (TTM): 71.95X Cap: $51.73B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $68.40)
  • $68.40 P/E (TTM): 56.17X Cap: $697M
  • View XIT Profile
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• Topicus.com Inc. (TOI $95.27)
  • $95.27 P/E (TTM): 301.36X Cap: $12.37B
  • View TOI Profile
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• Lumine Group Inc. (LMN $20.24)
  • $20.24 P/E (TTM): 33.84X Cap: $5.19B
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Q: Greetings 5i team,
I see that CSU, SHOP, CLS and GIB.A account for about 83% of XIT but neither TOI nor LMN are held directly in XIT. Bit of a math question: if we were to break LMN and TOI out of CSU, what % break down of XIT would LMN, TOI and CSU (thus reduced) represent?
Thank you
SP

Upvote 5

Read Answer Asked by Steve on March 05, 2026

• Global X Robotics & AI Index ETF (RBOT $34.66)
  • $34.66 P/E (TTM): 5.81X Cap: $67M
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Q: Could you please offer thoughts on ETF ARTY - future AI and tech. After holding RBOT for several years, it does look like this one has a more effective index for tracking the AI surge.

Upvote 3

Read Answer Asked by Peter on March 05, 2026

• iShares S&P/TSX Global Gold Index ETF (XGD $54.00)
  • $54.00 P/E (TTM): 24.34X Cap: $3.59B
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• BMO Low Volatility Canadian Equity ETF (ZLB $58.80)
  • $58.80 P/E (TTM): 0.71X Cap: $5.93B
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• iShares S&P/TSX Capped Energy Index ETF (XEG $26.57)
  • $26.57 P/E (TTM): 13.69X Cap: $2.42B
  • View XEG Profile
  • View Questions on XEG
• iShares S&P/TSX Global Base Metals Index ETF (XBM $34.39)
  • $34.39 P/E (TTM): 16.77X Cap: $546M
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• Vanguard Balanced ETF Portfolio (VBAL $38.02)
  • $38.02 P/E (TTM): 6.89X Cap: $5.11B
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Q: My granddaughter has an individual stock portfolio which I need to change to an ETF portfolio as she does not personally follow or trades stocks and I am no longer able to manage the account.
Would you please suggest a portfolio of ETFs that is diversified as well as recommendations for ETFs that focus on precious metals, base metals and energy?
With appreciation,
Ed

Upvote 13

Read Answer Asked by Ed on March 05, 2026

• BMO Equal Weight Banks Index ETF (ZEB $65.54)
  • $65.54 P/E (TTM): 13.17X Cap: $5.31B
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• Hamilton Canadian Bank Equal-Weight Index ETF (HEB $30.52)
  • $30.52 P/E (TTM): 13.17X Cap: $1.18B
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Q: Is there any reason not to prefer HEB over ZEB? The two ETFs appear to be very similar while HEB seems to have a 0% MER and ZEB 0.25%. My online brokerage website also says HEB's yield is 3.06% while ZEB's is just 2.02%, though the reason why the yields are different is not apparent.

Upvote 2

Read Answer Asked by Philip on March 05, 2026

• BMO Canadian High Dividend Covered Call ETF (ZWC $21.80)
  • $21.80 P/E (TTM): 0.68X Cap: $2.21B
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $22.10)
  • $22.10 P/E (TTM): 19.46X Cap: $1.49B
  • View HDIV Profile
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• Hamilton Enhanced U.S. Covered Call ETF (HYLD $14.80)
  • $14.80 P/E (TTM): 29.4X Cap: $1.04B
  • View HYLD Profile
  • View Questions on HYLD

Q: Dear Team:

After reading many of your Q&As. I understand the drawbacks of Covered Call ETFs!

IF I want to hold Canadian Covered call ETFs in my Non-Regd accounts, which two or three would your favourite (in a tax advantageous manner withdrawal).

Also, if you can direct me to the issue that addresses Covered Call ETFs in your ETF &MF Newsletter, I would appreciate it! May I request you once again to add search function in ETF&MF Newsletter! At least a yearly index for the articles. That way, I don't need to bug you often!

Many thanks.

Upvote 3

Read Answer Asked by Savalai on March 04, 2026

• iShares MSCI South Korea ETF (EWY $154.37)
  • $154.37 P/E (TTM): 39.29X Cap: $20.53B
  • View EWY Profile
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Q: Follow up to John’s question regarding this etf: given the strength of south Korea’s economy would today’s drop which I think you agree is an over reaction be a time to add to this etf. I have held it for a few months and the performance has been great as you pointed out. So is the a “buy the dip” time?

Upvote 2

Read Answer Asked by Donald on March 04, 2026

• BMO S&P 500 Index ETF (ZSP $107.00)
  • $107.00 P/E (TTM): 25.58X Cap: $22.22B
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• BMO S&P 500 Index ETF (ZSP.U $78.02)
  • $78.02 P/E (TTM): 25.58X Cap: $2.68B
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  • View Questions on ZSP.U

Q: Can ZSP be bought in a US account using US dollars and what would be the symbol?

Thks
Marcel

Upvote 3

Read Answer Asked by Marcel on March 03, 2026

• Caterpillar Inc. (CAT $817.87)
  • $817.87 P/E (TTM): 44.17X Cap: $385.62B
  • View CAT Profile
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• Chevron Corporation (CVX $188.36)
  • $188.36 P/E (TTM): 27.94X Cap: $375.26B
  • View CVX Profile
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• Union Pacific Corporation (UNP $267.74)
  • $267.74 P/E (TTM): 22.47X Cap: $158.96B
  • View UNP Profile
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• Exxon Mobil Corporation (XOM $150.56)
  • $150.56 P/E (TTM): 22.12X Cap: $627.34B
  • View XOM Profile
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• Canadian National Railway Company (CNR $157.36)
  • $157.36 P/E (TTM): 20.68X Cap: $96.11B
  • View CNR Profile
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• Enbridge Inc. (ENB $72.61)
  • $72.61 P/E (TTM): 22.21X Cap: $158.45B
  • View ENB Profile
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  • View Reports on ENB
• Fortis Inc. (FTS $77.28)
  • $77.28 P/E (TTM): 22.07X Cap: $39.34B
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• iShares S&P/TSX Global Gold Index ETF (XGD $54.00)
  • $54.00 P/E (TTM): 24.34X Cap: $3.59B
  • View XGD Profile
  • View Questions on XGD
• BMO Equal Weight Banks Index ETF (ZEB $65.54)
  • $65.54 P/E (TTM): 13.17X Cap: $5.31B
  • View ZEB Profile
  • View Questions on ZEB
• BMO Equal Weight Industrials Index ETF (ZIN $56.71)
  • $56.71 P/E (TTM): 19.24X Cap: $55M
  • View ZIN Profile
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $68.55)
  • $68.55 P/E (TTM): 27.98X Cap: $154M
  • View XGI Profile
  • View Questions on XGI
• iShares S&P/TSX Capped Energy Index ETF (XEG $26.57)
  • $26.57 P/E (TTM): 13.69X Cap: $2.42B
  • View XEG Profile
  • View Questions on XEG
• Hydro One Limited (H $58.43)
  • $58.43 P/E (TTM): 26.13X Cap: $35.04B
  • View H Profile
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• Nutrien Ltd. (NTR $99.82)
  • $99.82 P/E (TTM): 32.69X Cap: $48.10B
  • View NTR Profile
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• BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $24.36)
  • $24.36 P/E (TTM): 26.02X Cap: $33M
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• Global X Artificial Intelligence Infrastructure Index ETF (MTRX $34.93)
  • $34.93 Cap: $42M
  • View MTRX Profile
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• iShares Global Energy ETF (IXC $54.87)
  • $54.87 P/E (TTM): 17.76X Cap: $2.74B
  • View IXC Profile
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Q: Can you provide your top 5 Canadian stocks, top 5 ETFs available on the TSX and top 3 international ETFs (TSX) and top 3 US stocks that are considered HALO investments. ( Heavy assets low obsolescence) less impacted by AI disruption. Thank you

Upvote 25

Read Answer Asked by Dick on March 03, 2026

• iShares MSCI South Korea ETF (EWY $154.37)
  • $154.37 P/E (TTM): 39.29X Cap: $20.53B
  • View EWY Profile
  • View Questions on EWY

Q: Does it make sense to you for an 18B ETF like EWY, which represents a country's index, to be down almost 13% in one day on a war that does not impact it at all?

Upvote 2

Read Answer Asked by John on March 03, 2026

• BMO Money Market Fund (ZMMK $49.92)
  • $49.92 Cap: $5.84B
  • View ZMMK Profile
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Q: My children's entire RESP is 100% in equities. As they get closer to going to post secondary school, would owning some money market funds, like ZMMK, be a good safe strategy to hold 1-2 years tuition in case of a market downturn. And open to suggestions.

Upvote 5

Read Answer Asked by Cam on March 03, 2026

• Hamilton Healthcare YIELD MAXIMIZER TM ETF (LMAX $13.05)
  • $13.05 P/E (TTM): 22.34X Cap: $176M
  • View LMAX Profile
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Q: What do you think about holding this ETF in an RSP for a retired person looking for capital preservation and income. Is there something else you would recommend.

Upvote 1

Read Answer Asked by Jim on March 03, 2026

• Evolve Canadian Aggregate Bond Enhanced Yield Fund (AGG $18.60)
  • $18.60 P/E (TTM): 11.34X Cap: $48M
  • View AGG Profile
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Q: Hello,

Can I please get your opinion of Evolve Canadian Aggregate Bond Enhanced Yld Fund ETF (AGG). Thank you

Dave

Upvote 2

Read Answer Asked by David on March 03, 2026

• Intuitive Surgical Inc. (ISRG $466.64)
  • $466.64 P/E (TTM): 58.59X Cap: $166.80B
  • View ISRG Profile
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• AbbVie Inc. (ABBV $197.69)
  • $197.69 P/E (TTM): 84.2X Cap: $349.66B
  • View ABBV Profile
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• Eli Lilly and Company (LLY $874.00)
  • $874.00 P/E (TTM): 38.52X Cap: $825.77B
  • View LLY Profile
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• Merck & Company Inc. (MRK $110.03)
  • $110.03 P/E (TTM): 15.14X Cap: $271.91B
  • View MRK Profile
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• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $65.73)
  • $65.73 P/E (TTM): 23.24X Cap: $165M
  • View ZUH Profile
  • View Questions on ZUH
• iShares U.S. Healthcare ETF (IYH $60.39)
  • $60.39 P/E (TTM): 24.16X Cap: $2.82B
  • View IYH Profile
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Q: The sector rotations in the markets are wreaking havoc on my portfolio balance, mostly in a good way. The healthcare sector overall is down and the limited successes seem expensive. Also, the US government is pushing pharma to reduce their margins.
Do you feel that it is a good time to invest in healthcare and if so could you recommend stocks and etfs for broader exposure? For years, the etfs seem to have underperformed.

Thank you!

Upvote 9

Read Answer Asked by Peter on March 02, 2026

• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.37)
  • $12.37 Cap: $165M
  • View HBND Profile
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Q: Hello,

Can I please get your view on Hamilton U S Bond Yield Maximizer ETF Class E (HBND). Thank you!

Dave

Upvote 3

Read Answer Asked by David on March 02, 2026