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Q: XSP is the CDN hedged version of the S&P 500 which should match the performance of SPY (the S&P 500 in US dollars) over the same time period. However XSP has significantly underperformed SPY eg the compounded annual performance of XSP for the period ending April 30/24 for 3 years, 5 years and 10 years is 6.71%. 11.45% and 10.98% respectively. The corresponding nos for SPY are 7.94%, 13.09% and 12.30% ie XSP has underpermed by 1.23%/year for 3ys, 1.64%/year for 5 years and 1.32% for 10 years. Both ETFS have the same MER of 0.09%- Blackrock indicates that the cost of hedging is included in their MER but this cannot be the case. Is the real cost of hedging with XSP as high as 1.23-1.64%/year? There should a small tracking error but these differnces in performance are siginficant and consistently in favour of SPY
Read Answer Asked by Lakis on May 22, 2024
Q: Hi Guys

It seems during the last year that the Mag7 have really had their time in the sun. I am wondering if there might be some rotation out of these names. Wondering where you thought the best returns would be over the next few years in a S&P 500 type ETF:

1) XSP - iShares Core S&P 500 Index ETF
2) An Equal Weight S&P 500 Index like Invesco S&P 500 Equal Weight Index ETF, 3) or or something like the Vanguard Dividend Appreciation ETF.

What ETF would you think would do the best


Read Answer Asked by Stuart on January 29, 2024
Q: hi, can I get your top pick(s?) for a US market(s?) ETF CDN$ hedged long term hold.
cheers, Chris
Read Answer Asked by chris on January 09, 2024
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