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  5. IJR: This fund which was a great fund years ago will shortly be converted into a lower MER fund which I appreciate. [iShares Core S&P Small-Cap ETF]
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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.

Asked by Earl on March 30, 2022
5i Research Answer:

We would consider a combination of VSS and XSU or IJR keeping in mind the small-cap criteria. As a note, TML737 holds nearly 45% of its assets in US securities.