Investment Q&A

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.67)
  • $13.67 P/E (TTM): 7.35X Cap: $1.06B
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• BMO Laddered Preferred Share Index ETF (ZPR $12.06)
  • $12.06 P/E (TTM): 4.77X Cap: $1.44B
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Q: I'm having a hard time understanding the difference between these two etfs. The yield is much higher on zpr and since this is for the income side of my portflio I am wondering if I should purchase it over cpd.

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Read Answer Asked by Carla on May 30, 2019

• VanEck Rare Earth/Strategic Metals ETF (REMX $74.81)
  • $74.81 P/E (TTM): 32.88X Cap: $270M
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Q: May I please have your thoughts on rare earth metals and the Remx etf in particular? I was considering a short term play in this space. I'm referring of course to China's control of these resources and the potential for China to use rare earth metals somehow against the US in the context of a trade dispute. Thanks.

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Read Answer Asked by Jason on May 30, 2019

• iShares Global Agriculture Index ETF (COW $64.55)
  • $64.55 Cap: $232M
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Q: Do you have any pulse producers or processors on your radar at all? Or an ETF that covers this space? Thank-you.

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Read Answer Asked by Alex on May 29, 2019

• Miscellaneous (MISC)
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Q: I am looking for a long term Swiss bond etf or fund. Duration 15 to 25 in chef currency. I have registered accounts. Any recommendations? Alternatively if one does not exist do you know of any other long duration treasury bond funds in “flight to safety currencies” X United States. Thanks,

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Read Answer Asked by Liam on May 28, 2019

• Dynamic Active Global Dividend ETF (DXG $78.06)
  • $78.06 P/E (TTM): 35.73X Cap: $846M
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Q: My research on this ETF shows a management fee of 0.75% and a MER 0f 0.91%. If I bought this would my total fee be 1.66%. Is this high for an ETF and can I please have your thoughts on this security. Thank You.

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Read Answer Asked by Brian on May 28, 2019

• iShares MSCI Emerging Markets Index ETF (XEM $41.93)
  • $41.93 P/E (TTM): 39.47X Cap: $226M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.64)
  • $45.64 P/E (TTM): 5.86X Cap: $3.18B
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Q: Hello, what is the difference between a FTSE Emerging Markets ETF and a MSCI Emerging Markets ETF? The focus of my question is on the letters FTSE and MSCI. What difference does that make in terms of quality and stocks selection? Thanks, Gervais

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Read Answer Asked by Gervais on May 27, 2019

• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $36.29)
  • $36.29 P/E (TTM): 13.23X Cap: $3.02B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.64)
  • $45.64 P/E (TTM): 5.86X Cap: $3.18B
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Q: I'd like to get your comment which of the above ETF is your choice for emerging market , and why.
Thanks as always!
lil

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Read Answer Asked by Le on May 27, 2019

Q: What drives price changes in Canadian-traded ETFs holding US securities on days when US markets are closed? Is it after-hours trading prices of the underlying securities, or something else?

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Read Answer Asked by Yasin on May 27, 2019

• iShares Core Canadian Long Term Bond Index ETF (XLB $19.23)
  • $19.23 Cap: $884M
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• Vanguard Canadian Aggregate Bond Index ETF (VAB $23.39)
  • $23.39 Cap: $6.46B
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Q: Hello,
I own both of these ETF's in my RRSP. The position in VAB is higher by 3 fold as compared to XLB.
I will be adding to one of these with my 2019 contribution. Given the outlook for rates (I lean towards the notion that they have most likely peaked), I was going to increase my position in XLB. Would you agree with this decision or would you favor VAB? As background, I am retiring in 13 years if that helps.
Secondly, do you view preferred shares and corporate bonds issued by public companies comparable in terms of asset categories? Both respond for the most part to movements in interest rates as best I can tell but would like to get your opinion please.

Thanks,

Dan

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Read Answer Asked by Daniel on May 27, 2019

• Vanguard S&P 500 Index ETF (VFV $170.08)
  • $170.08 P/E (TTM): 27.07X Cap: $27.79B
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.76)
  • $105.76 Cap: $2.31B
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• Vanguard S&P 500 ETF (VOO $628.41)
  • $628.41 P/E (TTM): 27.51X Cap: $790.79B
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Q: Morning
Quick follow up question for clarification
If I hold VFV in a RRSP , will it be subject to the 15% withholding tax?
Holding VGG in a non registered account, is there a way to get this tax back?
Thank you

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Read Answer Asked by Michael on May 24, 2019

• Vanguard Conservative ETF Portfolio (VCNS $31.99)
  • $31.99 P/E (TTM): 1.06X Cap: $717M
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• Vanguard Balanced ETF Portfolio (VBAL $37.43)
  • $37.43 P/E (TTM): 1.06X Cap: $4.32B
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• Vanguard Growth ETF Portfolio (VGRO $43.51)
  • $43.51 P/E (TTM): 1.08X Cap: $8.40B
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Q: What is the best all in one etf for Canada, us,and global? Thanks larry

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Read Answer Asked by Larry on May 23, 2019

• BMO Equal Weight US Banks Index ETF (ZBK $40.30)
  • $40.30 P/E (TTM): 12.42X Cap: $639M
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $72.03)
  • $72.03 P/E (TTM): 26.66X Cap: $567M
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• iShares U.S. Medical Devices ETF (IHI $64.36)
  • $64.36 P/E (TTM): 27.61X Cap: $4.32B
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Q: I have about $20,000 U.S. funds to invest. Am considering the health oriented etf - IHI or one of the banks/financials or what is your alternative preferred recommendation(s)? with this amount do you recommend purchasing two
companies or go with just one - ed in montreal

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Read Answer Asked by ed on May 23, 2019

• iShares U.S. High Dividend Equity Index ETF (XHU $34.91)
  • $34.91 P/E (TTM): 20.05X Cap: $153M
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• Vanguard S&P 500 Index ETF (VFV $170.08)
  • $170.08 P/E (TTM): 27.07X Cap: $27.79B
  • View VFV Profile
  • View Questions on VFV
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.76)
  • $105.76 Cap: $2.31B
  • View VGG Profile
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• Vanguard U.S. Total Market Index ETF (VUN $127.44)
  • $127.44 P/E (TTM): 26.28X Cap: $14.38B
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Q: Thank you for all your help
I am a novice investor learning the ropes
For that reason, although I want to increase my US exposure , I am not comfortable picking individual stocks
Which of the following etf’s would you recommend, and why
VUN VGG XHU. (I already own VFV)
Also,I heard you do not want US in a TFSA. Why is that..?
Thanks again

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Read Answer Asked by Michael on May 23, 2019

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.64)
  • $45.64 P/E (TTM): 5.86X Cap: $3.18B
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Q: According to my portfolio analytics, I am woefully short on foreign content. Please give me 3 or 4 ETF names that you consider would best fill this need.
I would also like the names of 3 U.S. Stocks you consider top picks (non tech).
Thanks once again for keeping me on track.
Audrey

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Read Answer Asked by audrey on May 23, 2019

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.64)
  • $45.64 P/E (TTM): 5.86X Cap: $3.18B
  • View VEE Profile
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• Vanguard S&P 500 ETF (VOO $628.41)
  • $628.41 P/E (TTM): 27.51X Cap: $790.79B
  • View VOO Profile
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• Invesco S&P 500 Equal Weight ETF (RSP $191.53)
  • $191.53 P/E (TTM): 22.16X Cap: $73.90B
  • View RSP Profile
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• Invesco China Technology ETF (CQQQ $52.62)
  • $52.62 P/E (TTM): 103.65X Cap: $2.90B
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• Invesco S&P 500 Equal Weight Technology ETF (RYT)
  • Cap: $2.91B
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Q: Hi...In your opinion where is the best region in the world to invest right now with a 5 year outlook? Could you recommend a couple of ETF’s? Thanks

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Read Answer Asked by Todd on May 23, 2019

• iShares Core Canadian Short Term Bond Index ETF (XSB $27.11)
  • $27.11 Cap: $3.45B
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• Vanguard Short-Term Government Bond ETF (VGSH $58.93)
  • $58.93 Cap: $23.08B
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Q: I have currently USD 14K in above title with Dividends 2.1%
I wish to add another 10K but wish to know which Canadian title in CAD with similar dividends is there available.
Thanks
Art

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Read Answer Asked by Arthur on May 22, 2019

• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $42.03)
  • $42.03 P/E (TTM): 28.7X Cap: $1.61B
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• iShares MSCI Europe IMI Index ETF (CAD-Hedged) (XEH $36.96)
  • $36.96 P/E (TTM): 25.86X Cap: $264M
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Q: XIN makes-up 1.50% of my portfolio. Should I add to it or purchase shares of XEH as suggested?
Thank's for your comments.
Ron

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Read Answer Asked by Ronald on May 21, 2019

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.50)
  • $40.50 P/E (TTM): 14.68X Cap: $1.07B
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Q: Hi,
I have held CDZ in 2 accounts almost forever. I even added to them in Jan 2017.
It shows a 3 % gain after all this time.
Does that seem right ?


I

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Read Answer Asked by Leonard on May 21, 2019

• BMO International Dividend ETF (ZDI $28.41)
  • $28.41 P/E (TTM): 23.24X Cap: $707M
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• BMO International Dividend Hedged to CAD ETF (ZDH $30.83)
  • $30.83 P/E (TTM): 27.89X Cap: $201M
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Q: I am looking at increasing my international exposure by purchasing ZDH or ZDI. Have some confusion about withholding tax. From prior question relating to withholding tax that someone else had your reply referred to layers of taxation. ZDH basically just holds ZDI. If ZDI pays withholding tax from international investments and pays dividends in Can$ then what would be the benefit of purchasing ZDH over ZDI as tax is already withheld and both pay in Can$?

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Read Answer Asked by Betty on May 21, 2019

• iShares Biotechnology ETF (IBB $173.83)
  • $173.83 P/E (TTM): 22.53X Cap: $8.57B
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• State Street SPDR S&P Biotech ETF (XBI $123.16)
  • $123.16 P/E (TTM): 18.21X Cap: $7.97B
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• ARK Genomic Revolution ETF (ARKG $31.19)
  • $31.19 P/E (TTM): 22.33X Cap: $1.40B
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Q: Is there a good small cap biotech ETF you would recommend ?

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Read Answer Asked by david on May 21, 2019