Q: Hi All at 5i!!
I own both of these . Am I being a bit redundant ? If I were to sell one , which one would you suggest??
Cheers ,
Tamara
I own both of these . Am I being a bit redundant ? If I were to sell one , which one would you suggest??
Cheers ,
Tamara
5i Research Answer:
XEF has exposure to international stocks, with over 1500 stocks from Europe, Asia, and Australia. It has a high AUM of $6.4B, a decent MER of 0.22%, and it has no exposure to North American companies. On the other hand, XWD provides investors with exposure to large and mid-cap equities from developed markets, it has a lower AUM of $0.8B, a higher MER of 0.47%, and the majority of its holdings are in the US.
XWD has significantly outperformed XEF over the past 10+ years, and we feel that there is a decent amount of diversification between the two names. If we were to sell one, we would prefer to sell XEF.