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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $47.48)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.53)
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Invesco S&P 500 Equal Weight Index ETF (EQL $40.04)
Q: I'm thinking of shifting some money out of S&P500 index and into XSU / EQL / VIU so I'm not so overpositioned in tech and whatnot. Good idea? Thoughts?
Reasoning:
XSU - smallcaps should outperform at somepoint?
EQL - same stocks but more equally weighted
VIU - north am excluded (also own ind stocks in cad and us)
Reasoning:
XSU - smallcaps should outperform at somepoint?
EQL - same stocks but more equally weighted
VIU - north am excluded (also own ind stocks in cad and us)
5i Research Answer:
From a rebalancing perspective we think this makes sense. Small-caps are chpaer and arguably have more growth potential while diversifying away from the mega-caps after a solid run makes sense as well. We don't think an investor needs to be 'worried' about large-cap exposure by any means, but some rebalancing makes sense.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in XSU.