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Investment Q&A

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Q: Through the Spring and early summer, there appeared to be a lot of positive views about small caps. IJR is one of many ETFs mentioned during this period. With all the volatility and turmoil in the last few weeks, at his juncture and in the midst of the "broadening out" of the market, what is your view of small caps? Is it a sector you still see as prospectively positive? Are there other areas that you see as having more potential? Many thanks for your excellent service.
Read Answer Asked by Leonard on September 06, 2024
Q: Good afternoon
In response to my question answered today Aug 13/24 regarding US small-cap ETF you suggested IJR as probably the best small cap US ETF
In the August ETF update, you “seem “to suggest that CALF might be a better option
Is my take away to purchase Calf over IJR , correct?
I realize you like both of these ETFs, but if you were to choose one only which would it be?
Thank you again
Read Answer Asked by Indra on August 14, 2024
Q: Good afternoon 5i
A number of people have asked about the best small cap etf. You have sometimes mentioned ijt as a good one. But, lately you have been recommending ijr. In the answers 5i always mentions whether or not someone on staff holds the given stock or etf. I was curious as to wht you would say that ijr is your preferred but not own it and own ijt, though
Thanks
Read Answer Asked by joseph on August 02, 2024
Q: Speaking as specialists in Canadian small cap equity, what are your favourite Canadian and U.S. small and micro-cap equity mutual funds and ETFs?
Best regards,
David
Read Answer Asked by David on July 30, 2024
Q: Hi team,

Could you suggest a growth portfolio of EFTs for a TFSA, with an indication as to the degree of risk for each ?

Is it a good idea to have a TFSA all in ETFs ? Or what kind of mix (ETFs and stocks) would you suggest ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on July 25, 2024
Q: Hi Group i am light on small caps what is the best way to play it or would you just wait?. If you like a better way than Russell growth/value please advise.

Also light on healthcare /financials/ industrials could you give me you top 2 picks (stock or ETF) in each of these sectors c/w short note on why you like them

Thanks for your help
Read Answer Asked by Terence on July 22, 2024
Q: I have held EA for almost five years, and it has only gone up 8% in all that time. My son is a gamer and said that other than F1, all the games he plays are made by other video game makers. So, I am thinking of selling and either adding to my IRJ (small caps) position or starting a new position in IJH (mid caps). Do you see much potential in EA? Am I too late to buy IJH? My other thought was maybe Uber? Everyone seems to use Uber these days. Thank you.
Read Answer Asked by Kim on June 18, 2024
Q: A question was recently asked about AVUV, VIOV and DFSV; and the answer described them and ranked them in that order. TQSM was also reviewed.

My question: how does IJR rank and compare to these funds? Many thanks.
Read Answer Asked by Leonard on June 13, 2024
Q: Could I get a list of the best Small Cap ETF's to buy for Canada, USA & International?

Thank you.
Read Answer Asked by Ross on May 21, 2024
Q: I had high hopes for small caps this year, and it looks like, in the past 30 days, they finally started moving up with IWM at 5% gain and IJR at 6%. Unfortunately, my choice for small caps ETF was CALF and it barely moved up in the past 30 days. What is wrong there? I know that it is actively managed and has less holding in its portfolio... is there some problem with one of the holding? Should I sell it and switch to IJR or IWM? I know that CALF overperformed these two over longer periods of time, but the lack of momentum in the past 30 days when the small caps are up worries me.
Read Answer Asked by Richard on May 17, 2024
Q: I am interested in buying some mid- to small-cap stocks. I am tracking some of the ones you mentioned and am considering them.

For non-experts though, it seems like it would be better to go the ETF route on such companies. Do you agree and can you recommend a couple of options in CAD and USD.
Read Answer Asked by Kevin on March 06, 2024
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!
Read Answer Asked by Grant on February 26, 2024
Q: Peter et al:
I sure hear a lot on BNN and read in the G&M about small caps making a comeback. Think I heard the same thing last year at this time. Would you invest in small or mid caps or split it up to include both? If so for small would you choose IWN, IJR, or VIOO ? IWO has a good deal of unprofitable small growth companies, that is why I chose IWN as a contender, or is it the same. If your choice would be mid caps which of VO or IJH and why.
Thanks ben.
Read Answer Asked by BEN on January 24, 2024
Q: I want to add a US small cap ETF and am looking at IJR, IWM and IWN. I recognize that all small caps bring higher risk, but can you please rank these 3 ETFs, with the ETF with the best quality stocks first, ie. rank in terms of lowest risk to highest risk. Does IJR generally hold stocks with higher market caps?
Thanks!
Read Answer Asked by Grant on January 11, 2024
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