Q: Can you please provide the 5Y Total Return Performance for FCCM, Fidelity Canadian Momentum ETF and provide your data source name. This ETF says it rebalances quarterly but I could not find exactly when it does. Can you please tell me the 4 rebalance dates per year.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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CI Morningstar Canada Momentum Index ETF (WXM $44.59)
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Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
Q: Follow up on a recent question on FCCM and WXM. FCCM has the lower MER. Other differences I see in a simple comparison from my online broker: FCCM is large cap while WXM is mid cap. 5 year returns for WXM is higher, but 3 year, 1 year, and less favor FCCM. Dividend from FCCM is 0.64% paid annually and WXM is 1.26% paid quarterly.
I own WXM in my TFSA (up 55%) along with a selection of stocks from your portfolios. I also own VMO in another account.
How do you view these investment style ETFs (growth, dividend, value, momentum) vs geographic ETFs vs sector ETFs vs others for DIY investors trying to diversify within an account?
I own WXM in my TFSA (up 55%) along with a selection of stocks from your portfolios. I also own VMO in another account.
How do you view these investment style ETFs (growth, dividend, value, momentum) vs geographic ETFs vs sector ETFs vs others for DIY investors trying to diversify within an account?
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iShares Canadian Growth Index ETF (XCG $67.99)
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iShares Canadian Value Index ETF (XCV $51.60)
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Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
Q: i am looking for 3 canadian etfs that have the following characteristics that you approve of.
-they are liquid
-one for growth, one for value, one for momentum
dave
-they are liquid
-one for growth, one for value, one for momentum
dave
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $32.38)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.45)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.33)
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iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $36.96)
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Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
Q: these ETFs are my main yield workhorses. Can you suggest others to compliment them?
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $80.27)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $41.22)
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iShares S&P/TSX SmallCap Index ETF (XCS $31.92)
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Invesco NASDAQ 100 Index ETF (QQC $42.03)
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Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
Q: Can you recommend five CAD-denominated, growth-oriented ETF’s trading on the TSX for a three-year hold? This could include sector-specific (eg cybersecurity, AI, dividend-growth, etc), theme-based (eg momentum) and/or general/broad index suggestions (eg TSX, S&P500, NASDAQ100, etc). Thanks.
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CI Morningstar Canada Momentum Index ETF (WXM $44.59)
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Vanguard Global Momentum Factor ETF (VMO $82.04)
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Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
Q: I am following the ETFMU Balanced ETF Model Portfolio. WXM has a high MER at .66. Could you recommend another ETF from one of the model portfolios that would give me about the same level of potential and risk? It could be either Canadian, US, or international.
thanks
thanks
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CI Morningstar Canada Momentum Index ETF (WXM $44.59)
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iShares MSCI USA Momentum Factor ETF (MTUM $253.33)
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Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
Q: Hello, I just read an excellent article in today’s Globe & Mail written by Norm Rothery. He discussed how a momentum investing strategy has significantly beat benchmark indexes for many years. I would not be able to run the numerous screens and perform the frequent rebalancing that this strategy requires. Are there any Canadian ETFs that follow a US or Canadian momentum investing strategy? Many thanks for the great service that 5i provides.