Investment Q&A

• iShares US Dividend Growers Index ETF (CAD-Hedged) (CUD $53.56)
  • $53.56 P/E (TTM): 21.08X Cap: $241M
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• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $69.12)
  • $69.12 P/E (TTM): 24.48X Cap: $908M
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Q: What do you think of this etf. Would you recommend another for US dividend growth? Thank you. Bill

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Read Answer Asked by Bill on May 22, 2018

• Vanguard Growth ETF Portfolio (VGRO $43.06)
  • $43.06 P/E (TTM): 1.08X Cap: $8.23B
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Q: What do you think about Vanguard's VGRO ETF as a one stop measure for long term investors?

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Read Answer Asked by Alfred on May 21, 2018

• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $37.39)
  • $37.39 P/E (TTM): 10.91X Cap: $3.09B
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.53)
  • $46.53 P/E (TTM): 5.86X Cap: $3.19B
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Q: as a follow up to my previous question could you please provide a listing of specific companies that compromise the largest holdings for India and China and their portfolio weights? Thanx.

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Read Answer Asked by Steve on May 17, 2018

• iShares Core MSCI Emerging Markets IMI Index ETF (XEC $37.39)
  • $37.39 P/E (TTM): 10.91X Cap: $3.09B
  • View XEC Profile
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.53)
  • $46.53 P/E (TTM): 5.86X Cap: $3.19B
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Q: aside from expenses,what are the differences between xec and vee,specifically with regards to holdings and weightings in specific countries? I own vee and am wondering if xec would compliment/add to vee. Thanx for your services.

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Read Answer Asked by Steve on May 17, 2018

• Invesco NASDAQ 100 Index ETF (QQC $43.37)
  • $43.37 P/E (TTM): 34.28X Cap: $1.33B
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• First Trust NASDAQ-100 Technology Sector Index Fd (QTEC $242.42)
  • $242.42 P/E (TTM): 39.68X Cap: $3B
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Q: What is your outlook and recommendation on QTEC Nasdaq 100 ETF as investment in TFSA and RRSP ?

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Read Answer Asked by Sriram on May 17, 2018

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $34.10)
  • $34.10 P/E (TTM): 12.42X Cap: $356M
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Q: What is your opinion on this? would you prefer a specific bank?

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Read Answer Asked by Jacqueline on May 17, 2018

• SPDR S&P 500 ETF Trust (SPY $683.34)
  • $683.34 P/E (TTM): 27.29X Cap: $694.57B
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Q: I have about 30,000 in US cash and was looking for a suggestion as to how to deploy it. Generally, I am more conservative in the cash accounts and I do not need to access the money in the near future. An ETF would be considered. I currently have JPM and HD.

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Read Answer Asked by Russell on May 15, 2018

• iShares Core MSCI EAFE IMI Index ETF (XEF $46.22)
  • $46.22 P/E (TTM): 12.7X Cap: $15.46B
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• Vanguard Total International Stock (VXUS $74.84)
  • $74.84 P/E (TTM): 0.75X Cap: $83.17B
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Q: Could you comment on XEF as the sole holding for non-N.American exposure, and what would you consider the maximum holding as a percent of total portfolio? Are there any other ETFs that you prefer for this purpose?
Thank-you

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Read Answer Asked by grant on May 15, 2018

• VanEck Vectors Gaming ETF (BJK $41.19)
  • $41.19 P/E (TTM): 26.64X Cap: $23M
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Q: HI group is there an etf for the gaming / gamblin stocks and is it a good wayto lessen the risk in playing the sector

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Read Answer Asked by Terence on May 15, 2018

• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $79.40)
  • $79.40 Cap: $4.55B
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Q: not really well informed regards swap-based ETFs, but would appreciate your thoughts regards HXT; appears to have performed reasonably well and offers tax advantages

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Read Answer Asked by don on May 14, 2018

• iShares Core Canadian Short Term Bond Index ETF (XSB $27.13)
  • $27.13 Cap: $3.36B
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• iShares Floating Rate Bond ETF (FLOT $50.83)
  • $50.83 Cap: $8.99B
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Q: Hello 5i,
In the interest of understanding fully what i am buying, could you tell me how floating rate bond funds manage to float? When i look at the informarion for FLOT, for instance, i notice that the maturity dates vary from one month to five years, if i remember correctly. An etf like xsb doesn't seem to be a lot different. Is it because Floating rates are heavily weighted to the very short term, even though they do as well go out to five years?
Thanks for all the great work

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Read Answer Asked by joseph on May 14, 2018

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.75)
  • $13.75 P/E (TTM): 7.35X Cap: $1.06B
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Q: Hi Peter/Team i am looking to add some pref. shares to my rsp, could you please give me 2-3 good names. Thanks Jim.

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Read Answer Asked by Dimitrios on May 14, 2018

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.76)
  • $39.76 P/E (TTM): 14.83X Cap: $1.04B
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Q: I asked about a replacement for SIN.UN. You suggested CDZ. That wouldn't be suitable for me. I already have XDV. I was looking for something with a higher rate of return. Would ZWU or ZWC be suitable?

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Read Answer Asked by Ron on May 14, 2018

• BMO MSCI China Selection Equity Index ETF (ZCH $22.35)
  • $22.35 P/E (TTM): 39.45X Cap: $192M
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Q: I would like to invest in China with an active etf and would like two or three you would be willing to recommend for a five percent position. Any additional thoughts would also be appreciated. THANKYOU

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Read Answer Asked by John on May 11, 2018

• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $75.19)
  • $75.19 P/E (TTM): 1.38X Cap: $2.81B
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Q: We would like to set up a "joint trading account" with approx. $1000 for our two nephews ages 4 and 2 that they can cash out when they are 18. I want to buy shares in New Flyer for half of the initial amount in each account as their dad works for them. Can you recommend a long term ETF for each account to cover the rest.
Thanks as always!
Gord

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Read Answer Asked by gord on May 11, 2018

• Income Portfolio (Income)
  • View Income Profile
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Q: Do you know, or can you estimate, what portion of the Income Portfolio's yield qualifies as eligible dividends?
Also, are you aware of any income-focused ETFs where the distribution is mostly (65%+, say) eligible dividend?

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Read Answer Asked by Peter on May 11, 2018

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.75)
  • $13.75 P/E (TTM): 7.35X Cap: $1.06B
  • View CPD Profile
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• BMO Equal Weight REITs Index ETF (ZRE $21.79)
  • $21.79 P/E (TTM): 19.0X Cap: $577M
  • View ZRE Profile
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• Mackenzie Floating Rate Income ETF (MFT $16.16)
  • $16.16 P/E (TTM): 54.92X Cap: $440M
  • View MFT Profile
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Q: Hi 5i,

I would like to buy one of these ETF's for income within a TFSA.
Could you comment on them and provide your preference in order.

I'm leaning towards MFT for the large distribution.

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Read Answer Asked by Stephen on May 11, 2018

• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.76)
  • $39.76 P/E (TTM): 14.83X Cap: $1.04B
  • View CDZ Profile
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Q: I am an Income investor and held units in SIN.UN. Now that the trust has been wound up, I'm looking for something to replace it. Any suggestions?

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Read Answer Asked by Ron on May 11, 2018

• Vanguard Total International Stock (VXUS $74.84)
  • $74.84 P/E (TTM): 0.75X Cap: $83.17B
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Q: Thanks for your prompt answer to my question on TPE vs. TD Int Index-e. Love your great service as always! If neither is particular interesting (3 stars), what would you recommend instead for index exposure to international equity ex. North America?

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Read Answer Asked by M on May 10, 2018

• BMO Covered Call Utilities ETF (ZWU $11.28)
  • $11.28 P/E (TTM): 18.8X Cap: $1.92B
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Q: Hi 5i,

Could I get your thoughts on ZWU.
Would it be a good time to pick some up?

Thanks

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Read Answer Asked by Stephen on May 10, 2018