Investment Q&A

• iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) (XMH $30.37)
  • $30.37 P/E (TTM): 19.87X Cap: $382M
  • View XMH Profile
  • View Questions on XMH
• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• iShares S&P/TSX SmallCap Index ETF (XCS $32.33)
  • $32.33 P/E (TTM): 3.09X Cap: $239M
  • View XCS Profile
  • View Questions on XCS
• iShares Core S&P Mid-Cap ETF (IJH $69.11)
  • $69.11 P/E (TTM): 19.87X Cap: $107.34B
  • View IJH Profile
  • View Questions on IJH
• iShares Russell 2000 ETF (IWM $260.23)
  • $260.23 P/E (TTM): 18.08X Cap: $77.82B
  • View IWM Profile
  • View Questions on IWM
• iShares Core S&P Small-Cap ETF (IJR $126.42)
  • $126.42 P/E (TTM): 17.65X Cap: $92.54B
  • View IJR Profile
  • View Questions on IJR
• Invesco S&P MidCap Quality ETF (XMHQ $107.20)
  • $107.20 P/E (TTM): 20.26X Cap: $5.29B
  • View XMHQ Profile
  • View Questions on XMHQ

Q: Answer at your convenience. I have had a small position in IJR for a couple of years and was going to start adding to it in the new year. However, checking back on past questions I see that the small/mid cap etfs noted above have been mentioned fairly positively. Would any of these be preferred to IJR or would a basket of say, 3 in total (with or without IJR) in this space be a better approach. Could you give brief comments, in order to compare, and which way would you lean if you were making
the choice ?
Thank you for all that you do.

Upvote 2

Read Answer Asked by Alexandra on January 06, 2026

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• SPDR S&P 500 ETF Trust (SPY $694.07)
  • $694.07 P/E (TTM): 26.22X Cap: $724.63B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $626.65)
  • $626.65 P/E (TTM): 30.59X Cap: $415.97B
  • View QQQ Profile
  • View Questions on QQQ

Q: Does 5i have a perspective on total weight a investors portfolio could have holding respective ETFS for

: SP500 QQQ DJI RUS 2000 and TSX ...... 1.5-2.5% each ?
(10-15% total)

Upvote 1

Read Answer Asked by Brant on January 06, 2026

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P Mid-Cap ETF (IJH $69.11)
  • $69.11 P/E (TTM): 19.87X Cap: $107.34B
  • View IJH Profile
  • View Questions on IJH
• iShares Russell 2000 ETF (IWM $260.23)
  • $260.23 P/E (TTM): 18.08X Cap: $77.82B
  • View IWM Profile
  • View Questions on IWM
• iShares S&P Mid-Cap 400 Growth ETF (IJK $101.35)
  • $101.35 P/E (TTM): 24.72X Cap: $9.50B
  • View IJK Profile
  • View Questions on IJK

Q: Please recommend a USA small cap etf

Upvote 4

Read Answer Asked by Gerald on January 02, 2026

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.05)
  • $52.05 P/E (TTM): 13.65X Cap: $22.83B
  • View XIC Profile
  • View Questions on XIC
• Vanguard Dividend Appreciation FTF (VIG $224.76)
  • $224.76 P/E (TTM): 25.41X Cap: $99.70B
  • View VIG Profile
  • View Questions on VIG
• SPDR S&P 500 ETF Trust (SPY $694.07)
  • $694.07 P/E (TTM): 26.22X Cap: $724.63B
  • View SPY Profile
  • View Questions on SPY

Q: Hi Gang
What are your top 5 etf. At this time
Thanks Mike B

Upvote 12

Read Answer Asked by Mike on December 23, 2025

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• Vanguard S&P 500 ETF (VOO $638.31)
  • $638.31 P/E (TTM): 26.09X Cap: $774.37B
  • View VOO Profile
  • View Questions on VOO
• INVESCO QQQ Trust (QQQ $626.65)
  • $626.65 P/E (TTM): 30.59X Cap: $415.97B
  • View QQQ Profile
  • View Questions on QQQ

Q: Can you recommend a few US-listed ETFs for a US citizen living in Canada with a Canadian investment account (to avoid problems caused by US PFIC rules)?
Mainly looking for ETFs to track the main indexes.
Thanks.

Upvote 2

Read Answer Asked by Martin on December 15, 2025

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• iShares Core Canadian Universe Bond Index ETF (XBB $28.28)
  • $28.28 Cap: $9.22B
  • View XBB Profile
  • View Questions on XBB
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.05)
  • $52.05 P/E (TTM): 13.65X Cap: $22.83B
  • View XIC Profile
  • View Questions on XIC
• SPDR S&P 500 ETF Trust (SPY $694.07)
  • $694.07 P/E (TTM): 26.22X Cap: $724.63B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $626.65)
  • $626.65 P/E (TTM): 30.59X Cap: $415.97B
  • View QQQ Profile
  • View Questions on QQQ

Q: Everyone, if your portfolio was only ETFs how many would you have and what would they be? Clayton

Upvote 22

Read Answer Asked by Clayton on December 03, 2025

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• BMO S&P 500 Index ETF (ZSP $106.10)
  • $106.10 P/E (TTM): 25.8X Cap: $22.02B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.05)
  • $52.05 P/E (TTM): 13.65X Cap: $22.83B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.05)
  • $45.05 P/E (TTM): 23.36X Cap: $8.23B
  • View VIU Profile
  • View Questions on VIU

Q: We have $50,000 we want to invest and leave alone for 3-5 years. We understand there is a good chance of a market correction, and unknown market volatility the next couple years. Would you suggest putting it into an ETF, and if so, can you give us 3 or 4 names to consider?
Or, a couple sectors, with company names, to purchase shares in. Thank you.
Grant

Upvote 7

Read Answer Asked by Grant on November 10, 2025

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• iShares S&P/TSX SmallCap Index ETF (XCS $32.33)
  • $32.33 P/E (TTM): 3.09X Cap: $239M
  • View XCS Profile
  • View Questions on XCS

Q: What ETF's would you recommend for Small Caps both US and Canadian? Thanks

Upvote 1

Read Answer Asked by Michael on November 06, 2025

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• iShares S&P/TSX SmallCap Index ETF (XCS $32.33)
  • $32.33 P/E (TTM): 3.09X Cap: $239M
  • View XCS Profile
  • View Questions on XCS
• Invesco S&P International Developed Momentum ETF (IDMO $56.78)
  • $56.78 P/E (TTM): 26.84X Cap: $2.51B
  • View IDMO Profile
  • View Questions on IDMO

Q: A question was answered today in which you endorsed 6 ETF's for a passive approach to portfolio construction. If you were to add three additional ETF's to this mix that provided more aggressive exposure to sectors that you liked, what would they be?

Upvote 2

Read Answer Asked by philip on November 06, 2025

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.05)
  • $52.05 P/E (TTM): 13.65X Cap: $22.83B
  • View XIC Profile
  • View Questions on XIC
• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.05)
  • $45.05 P/E (TTM): 23.36X Cap: $8.23B
  • View VIU Profile
  • View Questions on VIU
• Vanguard S&P 500 Index ETF (VFV $171.90)
  • $171.90 P/E (TTM): 26.41X Cap: $28.57B
  • View VFV Profile
  • View Questions on VFV
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.45)
  • $106.45 Cap: $2.34B
  • View VGG Profile
  • View Questions on VGG
• BMO Nasdaq 100 Equity Index ETF (ZNQ $115.76)
  • $115.76 P/E (TTM): 29.23X Cap: $2.07B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: I currently hold the above ETFs in a RESP and wonder if I should add any other ETF or this is good enough and just keep adding to these ones. Money not needed for 9 years.

Thanks

Upvote 5

Read Answer Asked on November 04, 2025

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• INVESCO QQQ Trust (QQQ $626.65)
  • $626.65 P/E (TTM): 30.59X Cap: $415.97B
  • View QQQ Profile
  • View Questions on QQQ

Q: Hello, What would be your top 3 Canadian stocks at todays price to buy today for each account type (RRSP, TFSA, NON-REG). Also your top 2 ETF'S today for each account type.
Thank you and have a wonderful day

Upvote 9

Read Answer Asked by Xi on November 03, 2025

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• INVESCO QQQ Trust (QQQ $626.65)
  • $626.65 P/E (TTM): 30.59X Cap: $415.97B
  • View QQQ Profile
  • View Questions on QQQ

Q: Thank you for your time.

I have some money to invest in my TFSA.
Should I be looking at an ETF in the Nasdaq 100, the Russel 2000 , an International or emerging market for potential upside?
Could you please supply a few suggestions.
I am in my 70s and this money will be left to my children.

Dave

Upvote 3

Read Answer Asked by David on October 30, 2025

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P Small-Cap ETF (IJR $126.42)
  • $126.42 P/E (TTM): 17.65X Cap: $92.54B
  • View IJR Profile
  • View Questions on IJR

Q: IJR has underperformed IWO this year. I am wondering if it is still worth holding or would selling for more IWO make sense? Also does 5i still believe small caps will turn-around and out-perform in future?

Upvote 3

Read Answer Asked by Everett on October 15, 2025

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• BMO S&P 500 Index ETF (ZSP $106.10)
  • $106.10 P/E (TTM): 25.8X Cap: $22.02B
  • View ZSP Profile
  • View Questions on ZSP
• iShares S&P/TSX 60 Index ETF (XIU $48.22)
  • $48.22 P/E (TTM): 16.81X Cap: $20.65B
  • View XIU Profile
  • View Questions on XIU
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.45)
  • $106.45 Cap: $2.34B
  • View VGG Profile
  • View Questions on VGG
• Pacer US Cash Cows 100 ETF (COWZ $61.98)
  • $61.98 P/E (TTM): 16.36X Cap: $18.12B
  • View COWZ Profile
  • View Questions on COWZ

Q: Hello 5i,

Could you recommend 2 to 3 ETF's for a long term hold in a RESP.

Thanks

Upvote 9

Read Answer Asked by James on October 06, 2025

• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.49X Cap: $3.96T
  • View GOOG Profile
  • View Questions on GOOG
• WSP Global Inc. (WSP $260.02)
  • $260.02 P/E (TTM): 38.89X Cap: $33.96B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• BMO S&P 500 Index ETF (ZSP $106.10)
  • $106.10 P/E (TTM): 25.8X Cap: $22.02B
  • View ZSP Profile
  • View Questions on ZSP
• Berkshire Hathaway Inc. (BRK.B $499.10)
  • $499.10 P/E (TTM): 0.02X Cap: $1.07T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Hello 5i. I am now planning to help my 30 year old daughter invest $10K of RRSP for a long term value. Can you recommend 3 stocks and 2 ETFs? As well, given current conditions, would you recommend equally spreading the investments over 3-6 months or invest in one full swoop given current conditions? Thank you!

Upvote 16

Read Answer Asked by Kathryn on September 19, 2025

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.05)
  • $52.05 P/E (TTM): 13.65X Cap: $22.83B
  • View XIC Profile
  • View Questions on XIC
• Vanguard S&P 500 Index ETF (VFV $171.90)
  • $171.90 P/E (TTM): 26.41X Cap: $28.57B
  • View VFV Profile
  • View Questions on VFV
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $106.45)
  • $106.45 Cap: $2.34B
  • View VGG Profile
  • View Questions on VGG
• BMO Nasdaq 100 Equity Index ETF (ZNQ $115.76)
  • $115.76 P/E (TTM): 29.23X Cap: $2.07B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: I currently hold these ETF's in a RESP. I have only XIC ,ZNQ and IWO at a 11% weight , would you be comfortable bringing them up to 15-20% each ?

Is there any other ETF you would add ?I am looking at XAW.

Thanks

Upvote 3

Read Answer Asked on August 28, 2025

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• BMO Covered Call Utilities ETF (ZWU $11.01)
  • $11.01 P/E (TTM): 18.74X Cap: $1.94B
  • View ZWU Profile
  • View Questions on ZWU
• BMO S&P 500 Index ETF (ZSP $106.10)
  • $106.10 P/E (TTM): 25.8X Cap: $22.02B
  • View ZSP Profile
  • View Questions on ZSP
• Vanguard FTSE Canada All Cap Index ETF (VCN $66.37)
  • $66.37 P/E (TTM): 9.78X Cap: $13.21B
  • View VCN Profile
  • View Questions on VCN
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $46.41)
  • $46.41 P/E (TTM): 20.67X Cap: $535M
  • View VE Profile
  • View Questions on VE
• BMO Canadian High Dividend Covered Call ETF (ZWC $20.78)
  • $20.78 P/E (TTM): 12.59X Cap: $1.96B
  • View ZWC Profile
  • View Questions on ZWC
• iShares MSCI USA Momentum Factor ETF (MTUM $256.99)
  • $256.99 P/E (TTM): 28.26X Cap: $21.04B
  • View MTUM Profile
  • View Questions on MTUM
• Vanguard All-Equity ETF Portfolio (VEQT $55.66)
  • $55.66 P/E (TTM): 9.08X Cap: $10.84B
  • View VEQT Profile
  • View Questions on VEQT
• iShares Core Balanced ETF Portfolio (XBAL $34.16)
  • $34.16 P/E (TTM): 17.12X Cap: $2.69B
  • View XBAL Profile
  • View Questions on XBAL
• iShares Core Growth ETF Portfolio (XGRO $35.92)
  • $35.92 P/E (TTM): 16.81X Cap: $4.16B
  • View XGRO Profile
  • View Questions on XGRO
• Hamilton Enhanced Canadian Bank ETF (HCAL $36.95)
  • $36.95 P/E (TTM): 11.72X Cap: $804M
  • View HCAL Profile
  • View Questions on HCAL
• Global X S&P/TSX 60 Covered Call ETF (CNCC $13.90)
  • $13.90 P/E (TTM): 17.21X Cap: $135M
  • View CNCC Profile
  • View Questions on CNCC

Q: Hello, would like to know for total returns of these ETFs (ZWC, ZWU, CNCC, HCAL, ZSP, VCN, VE, XGRO, VEQT, XBAL) which is your favorite in order for each and in which account type is each best suited for. Also please give me your number 1 top pick of all Canadian listed ETFs for each account type.

Thank you

Upvote 13

Read Answer Asked by Kim on August 18, 2025

• United Rentals Inc. (URI $938.79)
  • $938.79 P/E (TTM): 24.18X Cap: $59.73B
  • View URI Profile
  • View Questions on URI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 144.9X Cap: $298.03B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• Brookfield Corporation Class A Limited Voting Shares (BN $66.35)
  • $66.35 P/E (TTM): 95.71X Cap: $148.97B
  • View BN Profile
  • View Questions on BN
• Nebius Group N.V. (NBIS $97.93)
  • $97.93 Cap: $23.31B
  • View NBIS Profile
  • View Questions on NBIS

Q: What is your highest conviction growth stock for 1) Canada & 2) US. Also, what is your highest conviction ETF? Thank you!!

Upvote 24

Read Answer Asked by Judith on August 12, 2025

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $49.37)
  • $49.37 P/E (TTM): 17.68X Cap: $705M
  • View XSU Profile
  • View Questions on XSU
• iShares Russell 1000 Growth ETF (IWF $476.18)
  • $476.18 P/E (TTM): 33.76X Cap: $126.85B
  • View IWF Profile
  • View Questions on IWF
• iShares Russell Top 200 Growth ETF (IWY $277.84)
  • $277.84 P/E (TTM): 34.41X Cap: $16.25B
  • View IWY Profile
  • View Questions on IWY

Q: Best ETF for growth oriented investors IWY or IWF?

Any ETF tracking the same indexes in Canadian dollars?

Upvote 5

Read Answer Asked by Marcela on August 06, 2025

• iShares Russell 2000 Growth ETF (IWO $342.38)
  • $342.38 P/E (TTM): 22.82X Cap: $14.02B
  • View IWO Profile
  • View Questions on IWO
• BMO S&P 500 Index ETF (ZSP $106.10)
  • $106.10 P/E (TTM): 25.8X Cap: $22.02B
  • View ZSP Profile
  • View Questions on ZSP
• iShares Russell 1000 Growth ETF (IWF $476.18)
  • $476.18 P/E (TTM): 33.76X Cap: $126.85B
  • View IWF Profile
  • View Questions on IWF

Q: My son is 20 yrs old just opened a TFSA has $15K to invest for 10+yrs, Looking for high growth, Fairly risk tolerant, Can you please suggest how many and what Stocks/ETF's to invest in (US and/or Canadian) to get started? Thank you.

Upvote 8

Read Answer Asked by Shane on July 31, 2025