Investment Q&A

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $103.28)
  • $103.28 Cap: $2.25B
  • View VGG Profile
  • View Questions on VGG
• Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $69.12)
  • $69.12 P/E (TTM): 24.48X Cap: $908M
  • View VGH Profile
  • View Questions on VGH
• Vanguard Dividend Appreciation FTF (VIG $215.97)
  • $215.97 P/E (TTM): 24.48X Cap: $91.84B
  • View VIG Profile
  • View Questions on VIG

Q: Good Morning
Is there an unhedged version of VGH ?
Can you recommend any other unhedged ETF similar to VIG but listed in the Toronto Stock Exchange ?
Thank you

Upvote 4

Read Answer Asked by Terry on January 13, 2025

• iShares Russell 2000 Growth ETF (IWO $328.51)
  • $328.51 P/E (TTM): 22.34X Cap: $13.20B
  • View IWO Profile
  • View Questions on IWO
• iShares MSCI World Index ETF (XWD $111.57)
  • $111.57 P/E (TTM): 24.55X Cap: $1.46B
  • View XWD Profile
  • View Questions on XWD
• RBC Quant U.S. Dividend Leaders ETF (RUD $27.57)
  • $27.57 P/E (TTM): 19.04X Cap: $792M
  • View RUD Profile
  • View Questions on RUD
• Vanguard S&P 500 Index ETF (VFV $170.80)
  • $170.80 P/E (TTM): 27.07X Cap: $27.71B
  • View VFV Profile
  • View Questions on VFV
• Financial Select Sector SPDR (XLF $52.15)
  • $52.15 P/E (TTM): 17.05X Cap: $52.47B
  • View XLF Profile
  • View Questions on XLF
• Vanguard S&P 500 ETF (VOO $628.27)
  • $628.27 P/E (TTM): 27.51X Cap: $684.21B
  • View VOO Profile
  • View Questions on VOO
• Vanguard Dividend Appreciation FTF (VIG $215.97)
  • $215.97 P/E (TTM): 24.48X Cap: $91.84B
  • View VIG Profile
  • View Questions on VIG
• Vanguard High Dividend Yield Indx ETF (VYM $139.73)
  • $139.73 P/E (TTM): 19.21X Cap: $60.72B
  • View VYM Profile
  • View Questions on VYM

Q: I currently own a full weigh of the above listed ETFs and in light of President Trump's economic policies that are likely to benefit the financial sector, I'm looking at possibly adding XLF: US ETF to my US$ Non Registered account.


Q1. What would be your best idea for US$ ETF to add to a US$ Non Registered account at this time along with your rational for this choice?

Q2.What are your thoughts on XLF:US in terms of potential return for 2025 and the remainder of the Trump presidency?

Thank you and I look forward to your response.
Francesco

Upvote 4

Read Answer Asked by Francesco on January 13, 2025

• Global X S&P 500 Index Corporate Class ETF (HXS $99.19)
  • $99.19 Cap: $5.37B
  • View HXS Profile
  • View Questions on HXS

Q: As a follow up to my question on January 8 regarding ETFs you suggested ZSP to represent S&P 500
Would HXS be a better alternative since there will be no withholding tax in the TFSA as per asked by Danny boy on January 10?

Upvote 2

Read Answer Asked by Indra on January 13, 2025

• iShares S&P/TSX 60 Index ETF (XIU $45.20)
  • $45.20 P/E (TTM): 7.38X Cap: $17.87B
  • View XIU Profile
  • View Questions on XIU

Q: I am trying to understand how an ETF like XIU works. Does a shareholder actually own any stocks when they own this etf, or do they just own shares in a fund that tracks the TSX 60, but doesn't actually own the individual companies?

Upvote 3

Read Answer Asked by Maria on January 13, 2025

• BMO S&P 500 Index ETF (ZSP $105.43)
  • $105.43 P/E (TTM): 26.73X Cap: $21.03B
  • View ZSP Profile
  • View Questions on ZSP
• Vanguard S&P 500 ETF (VOO $628.27)
  • $628.27 P/E (TTM): 27.51X Cap: $684.21B
  • View VOO Profile
  • View Questions on VOO
• Vanguard Mega Cap Growth ETF (MGK $423.36)
  • $423.36 P/E (TTM): 39.64X Cap: $22.65B
  • View MGK Profile
  • View Questions on MGK
• Evolve FANGMA Index ETF (TECH $21.29)
  • $21.29 P/E (TTM): 31.56X Cap: $103M
  • View TECH Profile
  • View Questions on TECH

Q: Can you please recommend an equivalent ETF to VOO or MGK that is denominated in Cdn dollars. Thank you.

Upvote 2

Read Answer Asked by Greg on January 13, 2025

• Global X S&P 500 Index Corporate Class ETF (HXS $99.19)
  • $99.19 Cap: $5.37B
  • View HXS Profile
  • View Questions on HXS

Q: What are some ETFs that do not pay dividends but value is instead increased through its share price? I have HSAV, looking for others. Thanks

Upvote 4

Read Answer Asked by Eric on January 13, 2025

• EMQQ The Emerging Markets Internet ETF (EMQQ $45.07)
  • $45.07 P/E (TTM): 17.31X Cap: $398M
  • View EMQQ Profile
  • View Questions on EMQQ

Q: Hi Team,

Thoughts on adding this etf to a long term portfolio?

After the big run in U.S markets there seems to be great value here relatively.

Upvote 1

Read Answer Asked by Keith on January 10, 2025

Q: Follow-up to my question about CIB238 and PSA. Thanks for the explanation. You indicated that CIB238 pays a yield of 4.8% while PSA pays 3.4%. Are these current comparable yields? CIB238 seems high. Could the CIB238 be the yield over the past year while PSA is the current yield? If it was your $100k, which would you invest in to park money?

Upvote 2

Read Answer Asked on January 10, 2025

• Harvest Premium Yield Treasury ETF (HPYT $8.85)
  • $8.85 Cap: $511M
  • View HPYT Profile
  • View Questions on HPYT

Q: Will this recover or should I sell? Harvest Premium Yield Treasury ETF (HPYT:CA)
Your view would be appreciated.

Upvote 2

Read Answer Asked by John on January 10, 2025

• Global X US Dollar Currency ETF (DLR $14.34)
  • $14.34 Cap: $248M
  • View DLR Profile
  • View Questions on DLR
• BMO Money Market Fund (ZMMK $49.86)
  • $49.86 Cap: $5.07B
  • View ZMMK Profile
  • View Questions on ZMMK

Q: Would you prefer DLR to ZMMK if you want to park cash ? ZMMK price barely fluctuates and has 3-4% yierld; on the other hand DLR provides a yield 3.5% in addition to USD fluctuation

Upvote 1

Read Answer Asked by Patrick on January 10, 2025

• Biogen Inc. (BIIB $151.44)
  • $151.44 P/E (TTM): 14.08X Cap: $22.21B
  • View BIIB Profile
  • View Questions on BIIB
• Gilead Sciences Inc. (GILD $122.05)
  • $122.05 P/E (TTM): 23.82X Cap: $151.44B
  • View GILD Profile
  • View Questions on GILD
• Illumina Inc. (ILMN $119.99)
  • $119.99 P/E (TTM): 28.47X Cap: $18.33B
  • View ILMN Profile
  • View Questions on ILMN
• AbbVie Inc. (ABBV $211.96)
  • $211.96 P/E (TTM): 104.33X Cap: $374.43B
  • View ABBV Profile
  • View Questions on ABBV
• Abbott Laboratories (ABT $123.84)
  • $123.84 P/E (TTM): 15.51X Cap: $215.34B
  • View ABT Profile
  • View Questions on ABT
• Eli Lilly and Company (LLY $896.53)
  • $896.53 P/E (TTM): 42.21X Cap: $847.56B
  • View LLY Profile
  • View Questions on LLY
• Novo Nordisk A/S (NVO $49.11)
  • $49.11 P/E (TTM): 14.04X Cap: $363.68B
  • View NVO Profile
  • View Questions on NVO
• iShares Biotechnology ETF (IBB $157.46)
  • $157.46 P/E (TTM): 18.89X Cap: $6.49B
  • View IBB Profile
  • View Questions on IBB
• State Street SPDR S&P Biotech ETF (XBI $109.86)
  • $109.86 P/E (TTM): 15.01X Cap: $6.72B
  • View XBI Profile
  • View Questions on XBI
• First Trust NYSE Arca Biotechnology ETF (FBT $33.15)
  • $33.15 P/E (TTM): 20.88X Cap: $1M
  • View FBT Profile
  • View Questions on FBT

Q: Hi 5i, can you give me the names of 4 or 5 large cap pharmaceutical companies that are buyable now. Also I'm looking for 4 or 5 Biotech companies with one drug in the market making money and maybe something in the pipeline that looks like it has a good future? for example TGTX.

Upvote 5

Read Answer Asked by Mark on January 09, 2025

• Vanguard S&P 500 Index ETF (VFV $170.80)
  • $170.80 P/E (TTM): 27.07X Cap: $27.71B
  • View VFV Profile
  • View Questions on VFV
• BMO S&P US Mid Cap Index ETF (ZMID $48.39)
  • $48.39 P/E (TTM): 20.07X Cap: $277M
  • View ZMID Profile
  • View Questions on ZMID

Q: With all the noise around Mr. Trump I’m thinking your
Canadain dollar could take a beating.
How could someone hedge against this possibility,I
Have been buying two etf’s zmid and vfv thinking that if the cad goes down these two etf’s will go up ?
Thank for the help
Sam

Upvote 4

Read Answer Asked by Sam on January 09, 2025

• Purpose US Cash Fund (PSU.U $100.05)
  • $100.05 Cap: $736M
  • View PSU.U Profile
  • View Questions on PSU.U
• Global X USD Cash Maximizer Corporate Class ETF (HSUV.U $116.89)
  • $116.89 Cap: $756M
  • View HSUV.U Profile
  • View Questions on HSUV.U
• Global X 0-3 Month T-Bill ETF (CBIL $50.02)
  • $50.02 Cap: $1.61B
  • View CBIL Profile
  • View Questions on CBIL
• BMO USD Cash Management ETF (ZUCM.U $30.01)
  • $30.01 Cap: $75M
  • View ZUCM.U Profile
  • View Questions on ZUCM.U

Q: Currently my entire allocation of money market funds is in PSA which currently pays just over 4%. However , rates are dropping in Canada. I am considering moving all my money market allocation to ZUCM which appears to be an American dollar money market paying over 5 % . I believe rates are less likely to decline in the US.
Do you like this strategy ?
Do you prefer a different American dollar money market account ?

Upvote 10

Read Answer Asked by BOYD on January 09, 2025

• CI Morningstar Canada Momentum Index ETF (WXM $40.86)
  • $40.86 P/E (TTM): 13.58X Cap: $820M
  • View WXM Profile
  • View Questions on WXM
• Vanguard Global Momentum Factor ETF (VMO $80.36)
  • $80.36 P/E (TTM): 24.34X Cap: $297M
  • View VMO Profile
  • View Questions on VMO

Q: I am curious to hear your views on the WXM momentum ETF in the current market environment. I'm looking for an ETF to round out the portfolio and it appears to have a better balance of sectors than some other Canadian dividend and broad market products. Thank you.

Upvote 6

Read Answer Asked by Stephen on January 09, 2025

• Vanguard Dividend Appreciation FTF (VIG $215.97)
  • $215.97 P/E (TTM): 24.48X Cap: $91.84B
  • View VIG Profile
  • View Questions on VIG
• Schwab US Dividend Equity ETF (SCHD $26.47)
  • $26.47 P/E (TTM): 16.66X Cap: $68.43B
  • View SCHD Profile
  • View Questions on SCHD

Q: Which do you prefer for 2025 VIG vs SCHD?

Upvote 3

Read Answer Asked by Mike on January 09, 2025

• BMO S&P 500 Index ETF (ZSP $105.43)
  • $105.43 P/E (TTM): 26.73X Cap: $21.03B
  • View ZSP Profile
  • View Questions on ZSP
• Vanguard S&P 500 Index ETF (VFV $170.80)
  • $170.80 P/E (TTM): 27.07X Cap: $27.71B
  • View VFV Profile
  • View Questions on VFV
• Vanguard S&P 500 ETF (VOO $628.27)
  • $628.27 P/E (TTM): 27.51X Cap: $684.21B
  • View VOO Profile
  • View Questions on VOO
• SPDR S&P 500 ETF Trust (SPY $683.34)
  • $683.34 P/E (TTM): 27.29X Cap: $694.57B
  • View SPY Profile
  • View Questions on SPY

Q: Is there a "Best" S&P500 Index ETF, or are all the same? Which has performed the best last year?

Thanks!

Upvote 5

Read Answer Asked by Austin on January 09, 2025

• iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $70.31)
  • $70.31 P/E (TTM): 27.06X Cap: $13.94B
  • View XSP Profile
  • View Questions on XSP
• Vanguard Dividend Appreciation FTF (VIG $215.97)
  • $215.97 P/E (TTM): 24.48X Cap: $91.84B
  • View VIG Profile
  • View Questions on VIG
• Vanguard Total International Stock (VXUS $74.84)
  • $74.84 P/E (TTM): 0.75X Cap: $83.17B
  • View VXUS Profile
  • View Questions on VXUS
• Vanguard Balanced ETF Portfolio (VBAL $37.09)
  • $37.09 P/E (TTM): 1.06X Cap: $4.18B
  • View VBAL Profile
  • View Questions on VBAL
• BMO S&P US Mid Cap Index ETF (ZMID $48.39)
  • $48.39 P/E (TTM): 20.07X Cap: $277M
  • View ZMID Profile
  • View Questions on ZMID

Q: Hi

My partner has funds to invest in a TFSA for a 3–5+-year hold starting now. Can you please suggest several diversified ETFs that would be worth considering both USD and CAD hedged that are likely to see growth, including any mid-cap ETFs to consider. Please also suggest any bond ETFs to consider providing balance.

Thank you for the great service!

Upvote 5

Read Answer Asked by Mark on January 09, 2025

• Global X Cash Maximizer Corporate Class ETF (HSAV $116.20)
  • $116.20 Cap: $1.90B
  • View HSAV Profile
  • View Questions on HSAV
• Global X USD High Interest Savings ETF (UCSH.U $50.05)
  • $50.05 Cap: $269M
  • View UCSH.U Profile
  • View Questions on UCSH.U

Q: Hi, I am parking some cash in an investment account both CAN and US $, I will not need the funds for quite a few years, I am thinking 50% of the amount in each account to PSA and PSU.U. Could you suggest a CAN etf and US etf that I should consider for the other 50% in each.

Upvote 5

Read Answer Asked by Peter on January 09, 2025

• TELUS Corporation (T $20.50)
  • $20.50 P/E (TTM): 32.05X Cap: $31.46B
  • View T Profile
  • View Questions on T
• BMO Monthly Income ETF (ZMI $18.34)
  • $18.34 P/E (TTM): 17.93X Cap: $180M
  • View ZMI Profile
  • View Questions on ZMI
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.10)
  • $12.10 P/E (TTM): 25.19X Cap: $3.53B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN

Q: Hi, I have these two stocks in my rrif account. Thinking of selling my two losers DIR and TELUS, and putting it in ZMI.
DIR and TELUS don’t seem to be doing much, while ZMI has US holdings, is steadily increasing in price with a good dividend.
This would be for a 5+ year period.. your thoughts please.

Upvote 5

Read Answer Asked by Brad on January 09, 2025

• Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.65)
  • $18.65 P/E (TTM): 27.54X Cap: $226M
  • View LIFE Profile
  • View Questions on LIFE

Q: Hello, LIFE has dipped a bit recently, do you think it is because of the new US administration possible policies regarding pharma cos? Thanks

Upvote 4

Read Answer Asked by Martin on January 08, 2025