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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.

BMO Monthly Income ETF (ZMI $17.71)
- $17.71 P/E (TTM): 36.38X Cap: $161M
- View ZMI Profile
- View Questions on ZMI
iShares Canadian Financial Monthly Income ETF (FIE $8.89)
- $8.89 P/E (TTM): 19.14X Cap: $1.14B
- View FIE Profile
- View Questions on FIE
iShares Diversified Monthly Income ETF (XTR $11.39)
- $11.39 P/E (TTM): 9.84X Cap: $356M
- View XTR Profile
- View Questions on XTR

Q: Hi 5i, I am looking for some new options for relatively conservative, monthly income funds. I would prefer no leverage and no return of capital. Over the years, you have mentioned these three funds (ZMI, XTR, FIE). Are there any new options that you would add to this list? Have the fundamentals changed on any of these three that would cause you to no longer recommend them? Thanks so much.

Asked by Elizabeth on May 27, 2025

5i Research Answer:

These three would still remain some of the more established diversified income ETFs. FIE might be a bit lower on the list, as it is focused on financials where the others are more diversified.

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