Investment Q&A

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• Quadratic Interest Rate Volatility And Inflation Hedge ETF (IVOL $19.01)
  • $19.01 P/E (TTM): 19.03X Cap: $483M
  • View IVOL Profile
  • View Questions on IVOL

Q: Hi
Thinking of selling XEI down 11% and buying IVOL instead.
Presently I have1% in fixed income.
Your comments and suggestions always welcome.
Thank you
Mike

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Read Answer Asked by Mike on September 18, 2020

• TC Energy Corporation (TRP $81.70)
  • $81.70 P/E (TTM): 25.15X Cap: $85.04B
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• Sun Life Financial Inc. (SLF $88.99)
  • $88.99 P/E (TTM): 22.2X Cap: $49.60B
  • View SLF Profile
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  • View Reports on SLF
• TELUS Corporation (T $19.32)
  • $19.32 P/E (TTM): 25.4X Cap: $30.27B
  • View T Profile
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• Algonquin Power & Utilities Corp. (AQN $8.90)
  • $8.90 Cap: $6.83B
  • View AQN Profile
  • View Questions on AQN
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $37.68)
  • $37.68 P/E (TTM): 12.05X Cap: $4.02B
  • View XDIV Profile
  • View Questions on XDIV
• Bank of Nova Scotia (The) (BNS $76.34)
  • $76.34 P/E (TTM): 25.36X Cap: $94.43B
  • View BNS Profile
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Q: Hi
If you had to put together a shopping list of solid long term dividend payers that you could pick-up if things went on sale again in the coming quarters, what would you buy? I'd want yields north of 7% so it would have to be a good sale. :)
And if you wanted to do it in one swoop with an ETF, would one of these be suitable: XEI or XDIV?
Thank you.

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Read Answer Asked by Carlo on September 01, 2020

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• iShares Diversified Monthly Income ETF (XTR $11.95)
  • $11.95 P/E (TTM): 17.93X Cap: $366M
  • View XTR Profile
  • View Questions on XTR

Q: Which of these would you prefer today and why. Retired, need income and a bit of growth.

Cheers

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Read Answer Asked by kelly on August 28, 2020

• iShares Canadian Select Dividend Index ETF (XDV $40.87)
  • $40.87 P/E (TTM): 12.91X Cap: $2.21B
  • View XDV Profile
  • View Questions on XDV
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• Vanguard Dividend Appreciation FTF (VIG $229.53)
  • $229.53 P/E (TTM): 25.07X Cap: $104.49B
  • View VIG Profile
  • View Questions on VIG

Q: Looking for 2 dividend paying ETF's, one CDN and one USA with low MER.
Suggestions please, thank you

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Read Answer Asked by darcy on July 30, 2020

• BMO Canadian Dividend ETF (ZDV $28.91)
  • $28.91 P/E (TTM): 11.8X Cap: $1.53B
  • View ZDV Profile
  • View Questions on ZDV
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.57)
  • $42.57 P/E (TTM): 15.96X Cap: $1.11B
  • View CDZ Profile
  • View Questions on CDZ

Q: Can you please recommend what you believe is currently the best Canadian dividend ETF for monthly income and relative stability in this unstable market. You have recommended XEI in the past, but it has about about 11% more Energy stocks compared to ZDV, although XEI does have 5% less financials. I am looking for a long term hold for income in retirement. Thanks, Grant

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Read Answer Asked by Grant on April 27, 2020

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.57)
  • $42.57 P/E (TTM): 15.96X Cap: $1.11B
  • View CDZ Profile
  • View Questions on CDZ

Q: you recently ranked XEI more highly than CDZ. Could you offer a comparison between the 2? I have read elsewhere that CDZ, which I own, holds too many high yield/high risk
stocks. Would substituting XEI address that, or would it create its own issues?

Thanks

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Read Answer Asked by M.S. on April 16, 2020

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI

Q: In a recent question you said that CDZ could not do well because of dividend cuts, so, i am asking whether or not you would consider XEI to be the same or not as it has a larger amount of companies that pay dividends...Gene

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Read Answer Asked by gene on April 16, 2020

• BMO Canadian Dividend ETF (ZDV $28.91)
  • $28.91 P/E (TTM): 11.8X Cap: $1.53B
  • View ZDV Profile
  • View Questions on ZDV
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.57)
  • $42.57 P/E (TTM): 15.96X Cap: $1.11B
  • View CDZ Profile
  • View Questions on CDZ

Q: I recently sold CDZ, XEI and ZDV for a tax loss and would like to re-purchased equivalent ETF's. Can you recommend appropriate replacements?

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Read Answer Asked by Paul W on April 15, 2020

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI

Q: This question is two fold...one is the payment from XEI applicable for the Canadian Dividend Tax Credit thus 100% dividend and secondly would you think this as a good holding for an unregistered account to be used for income....thanks...Gene

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Read Answer Asked by gene on April 13, 2020

• BMO Canadian Dividend ETF (ZDV $28.91)
  • $28.91 P/E (TTM): 11.8X Cap: $1.53B
  • View ZDV Profile
  • View Questions on ZDV
• BMO Equal Weight Utilities Index ETF (ZUT $26.22)
  • $26.22 P/E (TTM): 17.83X Cap: $827M
  • View ZUT Profile
  • View Questions on ZUT
• BMO Equal Weight Banks Index ETF (ZEB $60.06)
  • $60.06 P/E (TTM): 15.25X Cap: $5.55B
  • View ZEB Profile
  • View Questions on ZEB
• Global X Active Canadian Dividend ETF (HAL $28.25)
  • $28.25 P/E (TTM): 14.93X Cap: $118M
  • View HAL Profile
  • View Questions on HAL
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.57)
  • $42.57 P/E (TTM): 15.96X Cap: $1.11B
  • View CDZ Profile
  • View Questions on CDZ

Q: Please rank the above ETFs in order of preference for income and safety. Thanks.

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Read Answer Asked by Paul W on April 08, 2020

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI

Q: Hi
Do you like XEI?
Is there anything you don't like about it?
I'm looking for monthly dividend income from the different sectors.
It seems to hold most of the "usual suspects" with a pretty low MER (0.22%).
Thanks

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Read Answer Asked by Carlo on March 24, 2020

• BMO Canadian Dividend ETF (ZDV $28.91)
  • $28.91 P/E (TTM): 11.8X Cap: $1.53B
  • View ZDV Profile
  • View Questions on ZDV
• Global X Active Canadian Dividend ETF (HAL $28.25)
  • $28.25 P/E (TTM): 14.93X Cap: $118M
  • View HAL Profile
  • View Questions on HAL
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.57)
  • $42.57 P/E (TTM): 15.96X Cap: $1.11B
  • View CDZ Profile
  • View Questions on CDZ

Q: Hello 5i, I currently own the BMO Monthly Income Fund (25% of porfolio) and some xtr(2%). I wish to liquidate the fund and get another etf or 2 to replace it and am considering the above dividend etfs. I would like the best of both worlds high yield/low fees and some growth with low volatility Which of the 4 would you consider adding to my xtr etf and why? Should I also increase my xtr holding. I have some GIC and am trying to be on the conservative side with this account but do hold some reits and utility etfs.
Thanks

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Read Answer Asked by pietro on April 30, 2019

• BMO Canadian Dividend ETF (ZDV $28.91)
  • $28.91 P/E (TTM): 11.8X Cap: $1.53B
  • View ZDV Profile
  • View Questions on ZDV
• iShares Canadian Select Dividend Index ETF (XDV $40.87)
  • $40.87 P/E (TTM): 12.91X Cap: $2.21B
  • View XDV Profile
  • View Questions on XDV
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.57)
  • $42.57 P/E (TTM): 15.96X Cap: $1.11B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $64.84)
  • $64.84 P/E (TTM): 13.44X Cap: $6.15B
  • View VDY Profile
  • View Questions on VDY

Q: Good Day 5i,
Which Canadian Dividend ETF's do you recommend, The main choices I have been looking at are CDZ, XDV, XEI, VDY, ZDV. I Currently hold CDZ and XDV.

Thanks,
Dan

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Read Answer Asked by Dan on April 03, 2019

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.57)
  • $42.57 P/E (TTM): 15.96X Cap: $1.11B
  • View CDZ Profile
  • View Questions on CDZ

Q: What’s your view of this ETF for dividend income and stability. Or would you recommend a different one. Also is this best to hold in a non registered account.
Thanks

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Read Answer Asked by HEATH on February 22, 2019

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• iShares Diversified Monthly Income ETF (XTR $11.95)
  • $11.95 P/E (TTM): 17.93X Cap: $366M
  • View XTR Profile
  • View Questions on XTR

Q: In a recent posting you replied that you favoured both for high dividend etf. If you had to choose one over the other, which one. I hold both in equal amounts.

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Read Answer Asked by William Ross on January 21, 2019

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• iShares Diversified Monthly Income ETF (XTR $11.95)
  • $11.95 P/E (TTM): 17.93X Cap: $366M
  • View XTR Profile
  • View Questions on XTR
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.57)
  • $42.57 P/E (TTM): 15.96X Cap: $1.11B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $64.84)
  • $64.84 P/E (TTM): 13.44X Cap: $6.15B
  • View VDY Profile
  • View Questions on VDY

Q: Would you please recommend:
A couple of well diversified Canadian equity dividend ETF’s
A couple of well diversified Canadian equity High dividend ETF’s.
Thanks.

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Read Answer Asked by Gary on October 25, 2018

• BMO Canadian Dividend ETF (ZDV $28.91)
  • $28.91 P/E (TTM): 11.8X Cap: $1.53B
  • View ZDV Profile
  • View Questions on ZDV
• BMO Covered Call Utilities ETF (ZWU $11.51)
  • $11.51 P/E (TTM): 18.74X Cap: $2.05B
  • View ZWU Profile
  • View Questions on ZWU
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• Invesco Canadian Dividend Index ETF (PDC $43.09)
  • $43.09 P/E (TTM): 14.96X Cap: $952M
  • View PDC Profile
  • View Questions on PDC

Q: Is there a etf with the major communication stocks in it,Bce,Rogers etc ?

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Read Answer Asked by terrance on June 07, 2017

• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $42.57)
  • $42.57 P/E (TTM): 15.96X Cap: $1.11B
  • View CDZ Profile
  • View Questions on CDZ

Q: Hi 5i team,
Your choice between XEI or CDZ as core in a RRIF with minimum yearly withdrawal and why. What % do you recommend as core holding? 15%, 20%, 25%
What about owing both and if so, what would be the % split? Thanks

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Read Answer Asked by Karl on April 06, 2017

• BMO Canadian Dividend ETF (ZDV $28.91)
  • $28.91 P/E (TTM): 11.8X Cap: $1.53B
  • View ZDV Profile
  • View Questions on ZDV
• BMO US High Dividend Covered Call ETF (ZWH $25.84)
  • $25.84 P/E (TTM): 18.85X Cap: $1.09B
  • View ZWH Profile
  • View Questions on ZWH
• iShares Canadian Financial Monthly Income ETF (FIE $9.95)
  • $9.95 P/E (TTM): 12.32X Cap: $1.28B
  • View FIE Profile
  • View Questions on FIE
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI
• CI Tech Giants Covered Call ETF (TXF $22.70)
  • $22.70 P/E (TTM): 0.25X Cap: $702M
  • View TXF Profile
  • View Questions on TXF

Q: Hello Team 5i, I'm scared about a possible Trump Dump, not knowing what he will say/do next.....so staying away from Single Stocks, but do not want to stay out of Market. Hence looking at ETFs, and would appreciate your Ranking of these.

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Read Answer Asked by Austin on March 16, 2017

• BMO Canadian Dividend ETF (ZDV $28.91)
  • $28.91 P/E (TTM): 11.8X Cap: $1.53B
  • View ZDV Profile
  • View Questions on ZDV
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.32)
  • $34.32 P/E (TTM): 13.98X Cap: $3.15B
  • View XEI Profile
  • View Questions on XEI

Q: I am looking for a higher paying dividend ETF for income that isn't too high on financials as I also own some individual stocks. Can you please give me your analysis and opinion on ZDV vs XEI on growth, risk, stablity.
Thanks

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Read Answer Asked by Nancy on September 23, 2016