Investment Q&A

• Vanguard Real Estate Index Fund ETF (VNQ $90.87)
  • $90.87 P/E (TTM): 32.39X Cap: $34.41B
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• Vanguard Materials ETF (VAW $224.70)
  • $224.70 P/E (TTM): 22.31X Cap: $2.85B
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• State Street Financial Select Sector SPDR ETF (XLF $54.15)
  • $54.15 P/E (TTM): 16.66X Cap: $53.20B
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• State Street Consumer Staples Select Sector SPDR ETF (XLP $82.23)
  • $82.23 P/E (TTM): 24.29X Cap: $15.29B
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• State Street Health Care Select Sector SPDR ETF (XLV $157.86)
  • $157.86 P/E (TTM): 24.15X Cap: $41.59B
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• State Street Technology Select Sector SPDR ETF (XLK $144.70)
  • $144.70 P/E (TTM): 40.05X Cap: $92.99B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $122.25)
  • $122.25 P/E (TTM): 34.29X Cap: $24.38B
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• State Street Utilities Select Sector SPDR ETF (XLU $43.17)
  • $43.17 P/E (TTM): 23.44X Cap: $21.90B
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• Vanguard Energy ETF (VDE $135.35)
  • $135.35 P/E (TTM): 16.86X Cap: $7.24B
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• State Street Materials Select Sector SPDR ETF (XLB $48.75)
  • $48.75 P/E (TTM): 26.04X Cap: $6.04B
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• State Street Energy Select Sector SPDR ETF (XLE $48.06)
  • $48.06 P/E (TTM): 17.33X Cap: $28.91B
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• Vanguard Information Technology ETF (VGT $755.28)
  • $755.28 P/E (TTM): 37.87X Cap: $111.78B
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• Vanguard Health Care ETF (VHT $293.52)
  • $293.52 P/E (TTM): 24.29X Cap: $17.35B
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• Vanguard Industrials ETF (VIS $318.87)
  • $318.87 P/E (TTM): 23.8X Cap: $6.44B
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• State Street Industrial Select Sector SPDR ETF (XLI $164.27)
  • $164.27 P/E (TTM): 26.35X Cap: $28B
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• iShares U.S. Telecommunications ETF (IYZ $33.65)
  • $33.65 P/E (TTM): 15.11X Cap: $659M
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• Vanguard Financials ETF (VFH $132.54)
  • $132.54 P/E (TTM): 16.37X Cap: $13.03B
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• Vanguard Consumer Staples ETF (VDC $223.33)
  • $223.33 P/E (TTM): 23.8X Cap: $7.48B
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• Vanguard Utilities ETF (VPU $187.64)
  • $187.64 P/E (TTM): 23.45X Cap: $7.97B
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• State Street Real Estate Select Sector SPDR ETF (XLRE $41.39)
  • $41.39 P/E (TTM): 35.38X Cap: $7.60B
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• Vanguard Consumer Discretionary ETF (VCR $405.63)
  • $405.63 P/E (TTM): 28.6X Cap: $6.21B
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Q: Which sector ETFs would you recommend. Please give 1-2 for each sector and reasons why you would like them.

Thanks.

Upvote 22

Read Answer Asked by Federico on November 18, 2024

• BMO S&P 500 Index ETF (ZSP $105.32)
  • $105.32 P/E (TTM): 25.8X Cap: $22.03B
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• iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD $36.78)
  • $36.78 P/E (TTM): 19.77X Cap: $196M
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• Eastfield Resources Ltd. (ETF $0.08)
  • $0.08 Cap: $4M
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• BMO Nasdaq 100 Equity Index ETF (ZNQ $114.21)
  • $114.21 P/E (TTM): 29.23X Cap: $2.05B
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• BMO S&P US Mid Cap Index ETF (ZMID $51.68)
  • $51.68 P/E (TTM): 20.43X Cap: $298M
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• BMO S&P US Small Cap Index ETF (ZSML $46.92)
  • $46.92 P/E (TTM): 17.14X Cap: $105M
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Q: Hi Gang
Can you give me a your top 5 ETFs that hold top us stocks

Thanks Mike B

Upvote 17

Read Answer Asked by Mike on November 18, 2024

• Global X Equal Weight Canadian Groceries & Staples Index ETF (MART $24.06)
  • $24.06 P/E (TTM): 16.52X Cap: $11M
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• Global X Equal Weight Canadian Telecommunications Index ETF (RING $18.49)
  • $18.49 P/E (TTM): 5.89X Cap: $536M
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Q: Could I please have your thoughts on the recent Global X etf's, RING, MART and SAFE. These would be for a 3/5 year hold.

Thank you

David

Upvote 3

Read Answer Asked by david on November 18, 2024

• Vanguard Balanced ETF Portfolio (VBAL $37.76)
  • $37.76 P/E (TTM): 10.84X Cap: $4.56B
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Q: Could you suggest an “all in one ETF”? This means investing in one ETF and that is all. Would you recommend doing this? I’ve seen these being pushed in private pension plans.

Thanks.

Upvote 9

Read Answer Asked by Federico on November 18, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $53.01)
  • $53.01 P/E (TTM): 21.38X Cap: $3.80B
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• iShares Core MSCI Global Quality Dividend Index ETF (XDG $31.18)
  • $31.18 P/E (TTM): 21.56X Cap: $600M
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Q: Which one do you prefer for a 3 year hold?

Upvote 3

Read Answer Asked by David M. on November 18, 2024

Q: What sector do you think has a better outlook for the near to medium term: Oil and gas or banking? I have a bit of capital to deploy and was leaning towards a decent yielding dividend ETF in one of the 2. (If you don't want to be pigeon holed to either/or I could split it between both sectors or if you have a different sector suggestion that's more compelling I'm open to suggestions...)
Thanks very much

Upvote 4

Read Answer Asked by Dustin on November 18, 2024

Q: I hold both etfs (XDIV / ZEB),5% each of my portfolio.10%total.

I want to consolidate and reduce to 8% into one etf.

Considering holding XDIV 8%.

Appreciate your comments.

All the best

Upvote 2

Read Answer Asked by Sergio on November 15, 2024

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.89)
  • $17.89 P/E (TTM): 29.24X Cap: $8.32B
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• State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.50)
  • $91.50 Cap: $42.71B
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• Global X S&P 500 Covered Call ETF (XYLD $41.00)
  • $41.00 P/E (TTM): 25.7X Cap: $3.16B
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• JPMorgan Equity Premium Income ETF (JEPI $58.34)
  • $58.34 P/E (TTM): 23.72X Cap: $42.34B
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Q: I have finally sold my Bitcoin from my US RSP at a small loss. After a long hold with no dividend, I would like to purchase US Efts with a 5- 10? dividend a would appreciate your opinions on this. Thanks, James

Upvote 4

Read Answer Asked by JAMES on November 15, 2024

• iShares Russell 2000 Growth ETF (IWO $345.49)
  • $345.49 P/E (TTM): 22.82X Cap: $14.30B
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• iShares Russell 2000 ETF (IWM $263.19)
  • $263.19 P/E (TTM): 18.08X Cap: $76.44B
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Q: With the U.S. election behind us, and the increase in stock markets, what would you purchase today ? IWO or IWM ? Would you start a full position today ?

Upvote 4

Read Answer Asked by Thomas on November 15, 2024

• iShares Russell 2000 Growth ETF (IWO $345.49)
  • $345.49 P/E (TTM): 22.82X Cap: $14.30B
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• INVESCO QQQ Trust (QQQ $619.55)
  • $619.55 P/E (TTM): 30.59X Cap: $407.91B
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• Vanguard Total International Stock (VXUS $78.47)
  • $78.47 P/E (TTM): 9.02X Cap: $121.79B
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• Vanguard Balanced ETF Portfolio (VBAL $37.76)
  • $37.76 P/E (TTM): 10.84X Cap: $4.56B
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• ISHARES TRUST (IUSG $168.76)
  • $168.76 P/E (TTM): 30.27X Cap: $26.43B
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Q: What are your thoughts on the philosophy of a 3 etf portfolio (growth, dividend and foundational) from a retires point of that has the basic expenses covered by pension income. And some etf's you would consider candidates if you were to agree with this philosophy?
As always thanks for your point of view.

Brian

Upvote 7

Read Answer Asked by Brian on November 15, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $53.01)
  • $53.01 P/E (TTM): 21.38X Cap: $3.80B
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• BMO S&P 500 Index ETF (ZSP $105.32)
  • $105.32 P/E (TTM): 25.8X Cap: $22.03B
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Q: I would like to find an etf in Canadian dollars unhedged, for the s&p 500, and any other unhedged etf you might suggest

Upvote 4

Read Answer Asked by Leon on November 15, 2024

• State Street Industrial Select Sector SPDR ETF (XLI $164.27)
  • $164.27 P/E (TTM): 26.35X Cap: $28B
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• iShares U.S. Infrastructure ETF (IFRA $55.90)
  • $55.90 P/E (TTM): 21.07X Cap: $3.40B
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Q: Please advise if there is overlap and is it okay to hold both (IFRA & XLI) ETF. Plus which one would you benefit under Trump administration. If only one needs to hold which one would you recommend

Thanks for the great advice

Upvote 1

Read Answer Asked by Hector on November 14, 2024

• Global X 0-3 Month T-Bill ETF (CBIL $50.04)
  • $50.04 Cap: $1.67B
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Q: Dear 5i team.

CBIL appears to have very limited history as inception appears to be April/23.

Can you please provide your best guess on how this may perform in times of interest rate volitility?

Appreciate your help as always.

Upvote 1

Read Answer Asked by Arthur on November 14, 2024

• BMO Low Volatility Canadian Equity ETF (ZLB $58.54)
  • $58.54 P/E (TTM): 16.76X Cap: $5.79B
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• Brompton Split Corp. Preferred Share ETF Cad Unit (SPLT)
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Q: If one was new to investing, with a $5OK account, interesting in monthly income with some growth would a mix of SPLT and ZLB be good advice i.e. 60% SPLT and 40% ZLB. ZLB to focus on low volitile stocks and SPLT for safe monthly income of 6% with some growth. Any other ideas?

Upvote 1

Read Answer Asked by Tony on November 14, 2024

• iShares Interest Rate Hedged High Yield Bond ETF (HYGH $86.61)
  • $86.61 Cap: $446M
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Q: is this bond etf safe if the US stock market retreats or is there risk with its corporate bond portfolio ?

Upvote 1

Read Answer Asked by Tom on November 14, 2024

• iShares Premium Money Market ETF (CMR $50.05)
  • $50.05 Cap: $2.67B
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• Purpose Cash Management Fund (MNY $100.10)
  • $100.10 Cap: $1.63B
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• Global X 0-3 Month T-Bill ETF (CBIL $50.04)
  • $50.04 Cap: $1.67B
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Q: Hello, I am looking at these 3 ETFs to park my cash, now that short term interest rates have come down and ETFs like PSA or HSAV have much less attractive rates than 6 months ago. Can you highlight the main differences between MNY, CBIL and CMR and sort these by increasing risk level? FYI, CMR will add asset-backed paper to its portfolio sometime next year. Thanks!

Upvote 3

Read Answer Asked by Martin on November 14, 2024

• iShares iBoxx USD High Yield Corporate Bond ETF (HYG $81.04)
  • $81.04 Cap: $18.86B
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• iShares Interest Rate Hedged High Yield Bond ETF (HYGH $86.61)
  • $86.61 Cap: $446M
  • View HYGH Profile
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Q: How is this etf looking in todays fixed income environment for possible safer investment.With US dollars which will be needed in cash a year down the road.

Upvote 1

Read Answer Asked by Tom on November 14, 2024

Q: What is the relative performance of S&P etfs over the last 1,3 and 5 year periods for esg qualifying funds versus funds not claiming esg credentials? Trying to evaluate Musk's comments that esg is a sham.

Upvote 1

Read Answer Asked by Mark on November 14, 2024

• BMO Equal Weight Industrials Index ETF (ZIN $51.79)
  • $51.79 P/E (TTM): 18.21X Cap: $45M
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• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $66.44)
  • $66.44 P/E (TTM): 28.61X Cap: $149M
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• Vanguard Industrials ETF (VIS $318.87)
  • $318.87 P/E (TTM): 23.8X Cap: $6.44B
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• First Trust AlphaDEX U.S. Industrials Sector Index ETF (FHG $62.92)
  • $62.92 P/E (TTM): 14.06X Cap: $50M
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Q: I am looking for an ETF in CAD that does not involve hedging that is focused on manufacturing / industrial with a global focus. If global is not available then at least the focus is on USA. I found XGI but it hedges and has an MER of .68%. VIS will cover USA but is in USD.

Thank you

Paul

Upvote 2

Read Answer Asked by paul on November 14, 2024

• Vanguard Balanced ETF Portfolio (VBAL $37.76)
  • $37.76 P/E (TTM): 10.84X Cap: $4.56B
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• Vanguard Canadian Government Bond Index ETF (VGV $22.45)
  • $22.45 Cap: $156M
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• Harvest Premium Yield Treasury ETF (HPYT $8.56)
  • $8.56 Cap: $441M
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Q: We have about 1/3 of our portfolio in a HISA earning about 4%. This was done since at our age ('50's) we decided that was the approximate amount we should have in "non-equities". But we'd like to target a low-risk return on this portion of about 6%, and HISA rates are also coming down. So we want to move this to other "non-equity" areas. What is your best suggestion on this? Bond ETF - of so which ones are best right now? Or other ideas?

Upvote 3

Read Answer Asked by Kel on November 14, 2024