Q: Please suggest a CAD ETF equivalent of IWO (which trades in USD), both hedged and un-hedged if available.
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Investment Q&A
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- Miscellaneous (MISC)
- iShares Japan Fundamental Index ETF (CAD-Hedged) Common Class (CJP)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- Vanguard FTSE Developed Europe All Cap Index ETF (VE)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Vanguard S&P 500 Index ETF (VFV)
- S&P 500 ETF TRUST ETF (SPY)
- Vanguard Total International Stock (VXUS)
- Vanguard Total Stock Market ETF (VTI)
Q: Good afternoon, Please recommend your 3 favourite international equity ETFs (without US holdings) and your 3 favourite US market ETFs. I already own QQQ which represents approx. 10% of my RRSP (in US dollars). Further, what are your thoughts on investing in the US market in US dollars (converted using Norbert Gambit) vs. Cnd. dollars? Is there an approach which has generated better results? Thank you.
Q: Hi,
Is there a way for me to buy US and/or Global small cap stocks in Canadian dollars? Your answers from the archives suggest XCS which deals only with Canadian small caps. Any ETF or Mutual Fund in CAD for the US/Global Small caps? What is your favourite Mutual Fund? I know you don't like their high MERs. Neither do I. :) Many thanks.
P.S. I searched in ETF and MF Newsletter to no avail. Still no easy search function ;) Long over due folks.
Is there a way for me to buy US and/or Global small cap stocks in Canadian dollars? Your answers from the archives suggest XCS which deals only with Canadian small caps. Any ETF or Mutual Fund in CAD for the US/Global Small caps? What is your favourite Mutual Fund? I know you don't like their high MERs. Neither do I. :) Many thanks.
P.S. I searched in ETF and MF Newsletter to no avail. Still no easy search function ;) Long over due folks.
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- iShares Russell 2000 ETF (IWM)
- iShares Core S&P Small-Cap ETF (IJR)
- iShares Russell 2000 Value ETF (IWN)
Q: 3 short questions:
(1)XSU:CA is the TSX listed hedged version of IWM:US. Is there an unhedged version of IWM:US on the TSX?
(2) Is there a listing on the TSX for IWN:US; either hedged or unhedged?
(3) XSMC:CA (100% IJR:US) has net assets of only $35M compared to net assets of $544M for XSU:CA (100% IWM). Can I conclude from this that IWM is the more popular US small cap ETF in Canada? 5i research has suggest the IJR holds larger, possibly more stable US small caps compared to IWM.
Thanks!
(1)XSU:CA is the TSX listed hedged version of IWM:US. Is there an unhedged version of IWM:US on the TSX?
(2) Is there a listing on the TSX for IWN:US; either hedged or unhedged?
(3) XSMC:CA (100% IJR:US) has net assets of only $35M compared to net assets of $544M for XSU:CA (100% IWM). Can I conclude from this that IWM is the more popular US small cap ETF in Canada? 5i research has suggest the IJR holds larger, possibly more stable US small caps compared to IWM.
Thanks!
Q: Hi, Can you please suggest the best way to invest in Russell2000. both Hedged and not.
- iShares Russell 2000 Growth ETF (IWO)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- iShares Core S&P Small-Cap ETF (IJR)
- iShares S&P U.S. Small-Cap Index ETF (XSMC)
- iShares S&P U.S. Small-Cap Index ETF (CAD-Hedged) (XSMH)
Q: Is there an Canadian ETF that is like IWO and IJR?
Thanks
Thanks
- BMO MSCI Emerging Markets Index ETF (ZEM)
- iShares Core MSCI EAFE IMI Index ETF (XEF)
- iShares MSCI Emerging Markets Index ETF (XEM)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Consumer Discretionary Select Sector SPDR (XLY)
- iShares U.S. Industrials ETF (IYJ)
- Vanguard Industrials ETF (VIS)
- Industrial Select Sector SPDR (XLI)
- iShares Russell 2000 ETF (IWM)
- iShares Core S&P Small-Cap ETF (IJR)
Q: https://www.rbadvisors.com/insights/4-for-24-year-ahead-outlook/
RB advisers recommend the following 4 themes for 2024 and as a value investor I am looking for ETF recommendations:
(1) US small caps: I am using XSU (100% IWM)
(2) US cyclicals: I found IYC but P/E is 27! Recommendation?
(3) Non-US and emerging markets: I have been using XEF and ZEM. I like XEM (100% EEM) because it posts a P/E each day.
(4) Theme 4 is "Industrials: deglobalization spurs infrastructure". No idea what ETFs to use here.
Thanks for your recommendations/comments!!!
RB advisers recommend the following 4 themes for 2024 and as a value investor I am looking for ETF recommendations:
(1) US small caps: I am using XSU (100% IWM)
(2) US cyclicals: I found IYC but P/E is 27! Recommendation?
(3) Non-US and emerging markets: I have been using XEF and ZEM. I like XEM (100% EEM) because it posts a P/E each day.
(4) Theme 4 is "Industrials: deglobalization spurs infrastructure". No idea what ETFs to use here.
Thanks for your recommendations/comments!!!
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- iShares Russell 2000 ETF (IWM)
- iShares Core S&P Small-Cap ETF (IJR)
- BMO S&P US Small Cap Index ETF (ZSML)
- IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: I am looking for a US small cap ETF that is hedged to the CAD. I have been looking at XSU. Fundata in the globe and mail indicates that it follows the Dow Jones US small cap RT index but has been doing worse the this index. My questions are:
1) Do all small caps follow the Dow Jones US small cap RT index?
2) what is your impression of XSU?
3) is there another US small cap ETF that you would recommend?
thanks
1) Do all small caps follow the Dow Jones US small cap RT index?
2) what is your impression of XSU?
3) is there another US small cap ETF that you would recommend?
thanks
Q: Hi- I am wondering if a small cap ETF would be a good choice for a RSP account (e.g. XCS and XSU specifically)? Aiming for low risk in this account.
Thanks
Thanks
Q: Yesterday, in an answer to a question about a small cap ETFs, you referred to XSU. That appears to be Canadian hedged but has a double layer of holdings by way of holding a share in a US fund, making it less efficient tax wise. Are there any other funds trading in Canada that are hedged but own the holdings directly? If so, can you pls indicate if you see them as a suitable place to invest. Thank you
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- BMO Covered Call Canadian Banks ETF (ZWB)
- BMO Equal Weight US Banks Index ETF (ZBK)
- BMO Equal Weight Utilities Index ETF (ZUT)
- BMO MSCI Emerging Markets Index ETF (ZEM)
- iShares Core Canadian Universe Bond Index ETF (XBB)
- iShares Core Canadian Long Term Bond Index ETF (XLB)
- iShares S&P/TSX Capped Energy Index ETF (XEG)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- iShares S&P/TSX Global Base Metals Index ETF (XBM)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
Q: I listed in descending order securities that under performed since their 2022 highs. Please rank the securities in order of the best chance to recover their losses when we get back to the risk on mode. Thank you
- iShares Russell 2000 Growth ETF (IWO)
- iShares S&P/TSX SmallCap Index ETF (XCS)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- Vanguard Small Cap ETF (VB)
- iShares Core S&P Small-Cap ETF (IJR)
Q: If I understand what I have been reading in your comments is that small caps in general are down but have good potential if the economy gets back on track. What would be your favourite Canadian traded ETF to capture a small-cap rebound in Canada and your favourite that trades in the US?
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- iShares Russell 2000 ETF (IWM)
- iShares S&P U.S. Small-Cap Index ETF (XSMC)
Q: Hello, I asked a question, not long ago, on XSU. Thank you for your answer. Now, I would like you to compare it to XSMC. I know it is way smaller, but the returns have been much better the past 2 and 3 years, 15 to 20% better (I know they don’t follow the same index). This order of magnitude is still surprising to me, unless much of it is a function of the exchange rate fluctuation. I know it is difficult to evaluate, but is this outperformance likely to continue? Is the small size of this ETF a dealbreaker? Thanks.
Q: Hello, in my portfolio today, I have mainly Canadian dividend stocks and US mega caps in the form of CDRs, for diversification. To add some more diversification, would now be a good time to add US small caps with XSU-T (I want to keep it in CAN$) and if so, why? Thanks
- iShares Russell 2000 Growth ETF (IWO)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- iShares Russell 1000 Growth ETF (IWF)
- Vanguard Small Cap Value ETF (VBR)
Q: Wondering if you still feel like the small-capitalization U.S. stocks are showing value going forward? Even with the YTD 9.59 return?
Wondering if you know of a ETF similar to XSU.CA that's tilted towards GROWTH, can be unhedged.
Thanks
Wondering if you know of a ETF similar to XSU.CA that's tilted towards GROWTH, can be unhedged.
Thanks
- iShares Russell 2000 Growth ETF (IWO)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- INVESCO QQQ Trust (QQQ)
Q: Hi Peter,
Are there any canadian CDR's for QQQ, IWO or other similiar etf's ?
Thanks
Are there any canadian CDR's for QQQ, IWO or other similiar etf's ?
Thanks
Q: What are some thoughts and opinions on XSU
- iShares Russell 2000 Growth ETF (IWO)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- iShares Russell 2000 ETF (IWM)
- iShares Russell 2000 Value ETF (IWN)
Q: Are there any Canadian based ETF’s that monitor the US based IWM, IWN, or IWO ETF’s. Thanks … Cal
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
Q: I am looking for a CAD hedged version of vanguard's mega cap etf MGC-A. Is there one?
which CAD hedged ETFs would you recommend for the russell 2000 and nasdaq- XSU nad ZQQ?
which CAD hedged ETFs would you recommend for the russell 2000 and nasdaq- XSU nad ZQQ?
- iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
- Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS)
- Templeton Global Smaller Companies Fund A (TML737)
- iShares Core S&P Small-Cap ETF (IJR)
Q: This fund which was a great fund years ago will shortly be converted into a lower MER fund which I appreciate. However, this got me to look closer at recent performance which I don't think has been very good. I am considering switching it to something else. Can you recommend an ETF or another fund that would be a good replacement. We don't have a lot of foreign exposure other than this fund and a Mawer fund (MAW102) but we are otherwise very diversified in individual stocks.