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  5. XEQT: Hello 5I team, Currently have an account at Wealth Simple. [iShares Core Equity ETF Portfolio]
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Investment Q&A

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Q: Hello 5I team, Currently have an account at Wealth Simple. Considering investing in there Classic portfolio which is a managed holding and I would pay a .35% fee.These funds would be to increase my equity % as suggested by analytics. I would possibly choose the aggressive portfolio.Can not find any performance data. Can you comment and if you could provide a possible better option.Thanks Larry
Asked by Larry on January 17, 2026
5i Research Answer:

We don't know too much about these products and don't have performance data but they appear to be accounts where they manage the ETFs for clients and invest solely in ETFs. Very similar to a robo-broker service. Something like ZEQT or XEQT might also offer a similar exposure/end result.