Investment Q&A

• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU

Q: Afternoon Troops. I own several pipelines, telecom and utilities stocks. I also own a decent sized position in ZWU. Is it worthwhile to consider rolling everything in the ZWU or is there an advantage in holding both the ETF and the individual stocks? Cheers.

Upvote 1

Read Answer Asked by Neil on February 12, 2026

• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• Harvest Equal Weight Global Utilities Income ETF (HUTL $20.03)
  • $20.03 P/E (TTM): 11.85X Cap: $461M
  • View HUTL Profile
  • View Questions on HUTL
• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.58)
  • $13.58 P/E (TTM): 15.01X Cap: $1.11B
  • View UMAX Profile
  • View Questions on UMAX

Q: Over the past 3 years, I have converted my portfolio to ETFs. I currently hold ZWU and UMAX at 10% of the portfolio. I plan on adding 5% HUTL to have some exposure to International Utilities. Your comments please?

Upvote 2

Read Answer Asked by William on February 04, 2026

• BMO Covered Call Canadian Banks ETF (ZWB $25.92)
  • $25.92 P/E (TTM): 11.7X
  • View ZWB Profile
  • View Questions on ZWB
• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $21.74)
  • $21.74 P/E (TTM): 49.64X Cap: $774M
  • View ZWE Profile
  • View Questions on ZWE
• BMO US High Dividend Covered Call ETF (ZWH $25.78)
  • $25.78 P/E (TTM): 18.85X Cap: $1.09B
  • View ZWH Profile
  • View Questions on ZWH
• BMO Canadian High Dividend Covered Call ETF (ZWC $21.51)
  • $21.51 P/E (TTM): 12.59X Cap: $2.07B
  • View ZWC Profile
  • View Questions on ZWC
• Hamilton U.S. Bond YIELD MAXIMIZER TM ETF (HBND $12.73)
  • $12.73 Cap: $184M
  • View HBND Profile
  • View Questions on HBND

Q: Early last year we invested 25% of our cash into the listed ETF's. We have another 50% of our cash in GIC's and 25% in an assortment of stocks. As you know they pay good dividends and we experienced good capitol gains growth on some of them last year, others were up marginally. We are looking at these as long term holds for income and would just like your thoughts on our choices. Would you recommend a different mix of ETF's.
Thanks Ron

Upvote 3

Read Answer Asked by Ron on January 26, 2026

• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.83)
  • $34.83 P/E (TTM): 13.98X Cap: $3.21B
  • View XEI Profile
  • View Questions on XEI
• Harvest Equal Weight Global Utilities Income ETF (HUTL $20.03)
  • $20.03 P/E (TTM): 11.85X Cap: $461M
  • View HUTL Profile
  • View Questions on HUTL
• iShares Core 40/60 Moderate Allocation ETF (AOM $48.82)
  • $48.82 P/E (TTM): 18.77X Cap: $1.69B
  • View AOM Profile
  • View Questions on AOM
• BMO Monthly Income ETF (ZMI.U $10.58)
  • $10.58 P/E (TTM): 16.68X Cap: $35M
  • View ZMI.U Profile
  • View Questions on ZMI.U
• iShares Core 60/40 Balanced Allocation ETF (AOR $67.13)
  • $67.13 P/E (TTM): 18.77X Cap: $3.26B
  • View AOR Profile
  • View Questions on AOR

Q: I am wanting to sell most of our equity exposure in spouse's RSP and my RRIF (a lot of equity exposure in TFSAs and cash accts). Looking at various fixed income/less risky options. Have perused your past income questions. For various reasons I like HUTL, ZWU and XEI for CAD, and ZMI.U for USD. Would prefer another one or two USD options. Could I get your assessment of the options I have indicated, and if you folks have other options (particularly for USD) I would welcome those. TIA.

Upvote 4

Read Answer Asked by Bob on January 23, 2026

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.77)
  • $13.77 P/E (TTM): 6.96X Cap: $1.05B
  • View CPD Profile
  • View Questions on CPD
• BMO Covered Call Canadian Banks ETF (ZWB $25.92)
  • $25.92 P/E (TTM): 11.7X
  • View ZWB Profile
  • View Questions on ZWB
• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• iShares Convertible Bond Index ETF (CVD $18.43)
  • $18.43 P/E (TTM): 35.29X Cap: $116M
  • View CVD Profile
  • View Questions on CVD
• BMO Canadian High Dividend Covered Call ETF (ZWC $21.51)
  • $21.51 P/E (TTM): 12.59X Cap: $2.07B
  • View ZWC Profile
  • View Questions on ZWC
• Mackenzie Floating Rate Income ETF (MFT $15.70)
  • $15.70 P/E (TTM): 90.29X Cap: $350M
  • View MFT Profile
  • View Questions on MFT
• Harvest Tech Achievers Growth & Income ETF (HTA $18.37)
  • $18.37 P/E (TTM): 33.06X Cap: $692M
  • View HTA Profile
  • View Questions on HTA
• Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $11.52)
  • $11.52 P/E (TTM): 6.67X Cap: $727M
  • View ENCC Profile
  • View Questions on ENCC

Q: Hello 5i team,
In several recent reports you recommended selling the full position in CPD, noting “better opportunities.” I also noticed that CVD and MFT were removed from your model portfolios earlier.
Given this shift away from preferred-share ETFs, do you think a combination of ZWU, ENCC, ZWB, and HTA would serve as a reasonably balanced substitute for a moderate‑risk, slightly income‑oriented allocation? Or would you suggest broader diversification?
Thank you for your insights!

Upvote 6

Read Answer Asked by Borys on January 22, 2026

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.77)
  • $13.77 P/E (TTM): 6.96X Cap: $1.05B
  • View CPD Profile
  • View Questions on CPD
• BMO Covered Call Canadian Banks ETF (ZWB $25.92)
  • $25.92 P/E (TTM): 11.7X
  • View ZWB Profile
  • View Questions on ZWB
• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• iShares Convertible Bond Index ETF (CVD $18.43)
  • $18.43 P/E (TTM): 35.29X Cap: $116M
  • View CVD Profile
  • View Questions on CVD
• BMO Canadian High Dividend Covered Call ETF (ZWC $21.51)
  • $21.51 P/E (TTM): 12.59X Cap: $2.07B
  • View ZWC Profile
  • View Questions on ZWC

Q: In one of recent reports you suggested to sell full position of CPD mentioning "better opportunities". I noticed that CVD also disappeared from your Income Portfolio as well (it is more explicable for me). Can you suggest potential alternatives for substitution of CPD / CVD considering relatively high dividends they pay and relatively low volatility? (may you consider ZMO or ZPAY... or something like that - kind of speculations :)). Thank you for great service!

Upvote 3

Read Answer Asked by Borys on January 22, 2026

• Sun Life Financial Inc. (SLF $88.07)
  • $88.07 P/E (TTM): 21.86X Cap: $49.09B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fortis Inc. (FTS $73.99)
  • $73.99 P/E (TTM): 21.03X Cap: $37.39B
  • View FTS Profile
  • View Questions on FTS
• Tourmaline Oil Corp. (TOU $61.59)
  • $61.59 P/E (TTM): 17.71X Cap: $23.57B
  • View TOU Profile
  • View Questions on TOU
• Capital Power Corporation (CPX $59.44)
  • $59.44 P/E (TTM): 20.54X Cap: $9.24B
  • View CPX Profile
  • View Questions on CPX
  • View Reports on CPX
• TMX Group Limited (X $45.78)
  • $45.78 P/E (TTM): 28.28X Cap: $12.73B
  • View X Profile
  • View Questions on X
  • View Reports on X
• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.77)
  • $5.77 P/E (TTM): 23.4X Cap: $615M
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ
• Brookfield Infrastructure Partners L.P. (BIP.UN $53.20)
  • $53.20 P/E (TTM): 58.4X Cap: $24.53B
  • View BIP.UN Profile
  • View Questions on BIP.UN
• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• Killam Apartment Real Estate Investment Trust (KMP.UN $17.72)
  • $17.72 P/E (TTM): 4.7X Cap: $2.22B
  • View KMP.UN Profile
  • View Questions on KMP.UN
• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.59)
  • $21.59 P/E (TTM): 17.11X Cap: $1.33B
  • View HDIV Profile
  • View Questions on HDIV
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.32)
  • $16.32 P/E (TTM): 14.15X Cap: $2.05B
  • View HMAX Profile
  • View Questions on HMAX

Q: I’m a62 year old retired investor with an excellent DB Pension and I’m working on a supplemental cash flow with my TFSAs,I have held the above stocks for about 4 years all roughly 10-12K in value and have been set up as DRIPs
My question is could you recommend another 8-10 Cdn dividend stocks($ 100K of room) I would add to this account coming from another TFSA,these could possibly have 4-6 % capitol growth and 4-6% dividend yield and in 3 years I would go from a DRIP to monthly or quarterly cash payments,I am medium risk and the sectors would not matter ….Thanks Greg

Upvote 7

Read Answer Asked by Greg on December 04, 2025

• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• BMO Equal Weight Utilities Index ETF (ZUT $26.53)
  • $26.53 P/E (TTM): 17.83X Cap: $836M
  • View ZUT Profile
  • View Questions on ZUT
• iShares S&P/TSX Capped Utilities Index ETF (XUT $33.31)
  • $33.31 P/E (TTM): 17.36X Cap: $319M
  • View XUT Profile
  • View Questions on XUT
• State Street Utilities Select Sector SPDR ETF (XLU $44.59)
  • $44.59 P/E (TTM): 23.28X Cap: $22.51B
  • View XLU Profile
  • View Questions on XLU

Q: For safety's sake, and some income, can you suggest some Utilities ETFs?

Upvote 5

Read Answer Asked by James on November 19, 2025

• BMO Covered Call Canadian Banks ETF (ZWB $25.92)
  • $25.92 P/E (TTM): 11.7X
  • View ZWB Profile
  • View Questions on ZWB
• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• BMO Equal Weight REITs Index ETF (ZRE $23.21)
  • $23.21 P/E (TTM): 24.02X Cap: $606M
  • View ZRE Profile
  • View Questions on ZRE
• BMO Covered Call Technology ETF (ZWT $56.39)
  • $56.39 P/E (TTM): 36.01X Cap: $180M
  • View ZWT Profile
  • View Questions on ZWT
• BMO Covered Call Energy ETF (ZWEN $31.46)
  • $31.46 P/E (TTM): 17.93X Cap: $153M
  • View ZWEN Profile
  • View Questions on ZWEN
• BMO Covered Call Health Care ETF (ZWHC $27.80)
  • $27.80 P/E (TTM): 22.23X Cap: $30M
  • View ZWHC Profile
  • View Questions on ZWHC
• BMO Global Enhanced Income Fund (ZWQT $19.03)
  • $19.03 P/E (TTM): 18.01X Cap: $19M
  • View ZWQT Profile
  • View Questions on ZWQT

Q: if one is looking to preserve capital but rely on dividends in a RRIF does it make sense to use the BMO covered call group for diversification and reduced volatility. I recognize the lag on upside. But it should also help in a down market? I would also be diversified in equities in my TFSA and cash accounts. Just trying to smooth the market out. Thoughts?

Thanks Dave

Upvote 6

Read Answer Asked by Dave on November 18, 2025

• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• BMO Equal Weight Utilities Index ETF (ZUT $26.53)
  • $26.53 P/E (TTM): 17.83X Cap: $836M
  • View ZUT Profile
  • View Questions on ZUT
• iShares S&P/TSX Capped Utilities Index ETF (XUT $33.31)
  • $33.31 P/E (TTM): 17.36X Cap: $319M
  • View XUT Profile
  • View Questions on XUT

Q: I noticed this yesterday nov 13th: ZUT -2,9% , XUT - 1,5% ,the equal weight ETF being the underperformer by far ( double) on that day . I know that the " equal weight" version is probably a better choice for longer term..What utilities ETF would you suggest on CDN market and ranking your best choices !

Upvote 7

Read Answer Asked by Jean-Yves on November 17, 2025

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC
• BMO Covered Call Canadian Banks ETF (ZWB $25.92)
  • $25.92 P/E (TTM): 11.7X
  • View ZWB Profile
  • View Questions on ZWB
• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• BMO Covered Call Technology ETF (ZWT $56.39)
  • $56.39 P/E (TTM): 36.01X Cap: $180M
  • View ZWT Profile
  • View Questions on ZWT
• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.59)
  • $21.59 P/E (TTM): 17.11X Cap: $1.33B
  • View HDIV Profile
  • View Questions on HDIV
• BMO Covered Call Energy ETF (ZWEN $31.46)
  • $31.46 P/E (TTM): 17.93X Cap: $153M
  • View ZWEN Profile
  • View Questions on ZWEN
• BMO Covered Call Health Care ETF (ZWHC $27.80)
  • $27.80 P/E (TTM): 22.23X Cap: $30M
  • View ZWHC Profile
  • View Questions on ZWHC
• BMO Global Enhanced Income Fund (ZWQT $19.03)
  • $19.03 P/E (TTM): 18.01X Cap: $19M
  • View ZWQT Profile
  • View Questions on ZWQT

Q: I am retired and looking for a covered call ETF for each sector. There are so many ETF can you please give me which ETF would you recommend are best to own for covered call CDN ETF for each sector.

Is there one covered call ETF that covers all the sectors.

Please deduct credit as necessary.

Thank you for your excellent service.

Upvote 10

Read Answer Asked by Hector on November 12, 2025

• Emera Incorporated (EMA $66.52)
  • $66.52 P/E (TTM): 17.93X Cap: $19.90B
  • View EMA Profile
  • View Questions on EMA
• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU

Q: Good Afternoon. As a retiree I am trying to simplify my portfolio. Should I sell my holdings of EMA and roll the proceeds into ZWU? Cheers.

Upvote 3

Read Answer Asked by Neil on November 11, 2025

• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• CI Tech Giants Covered Call ETF (TXF $22.89)
  • $22.89 P/E (TTM): 0.25X Cap: $710M
  • View TXF Profile
  • View Questions on TXF
• Canoe EIT Income Fund (EIT.UN $16.87)
  • $16.87 P/E (TTM): 17.26X Cap: $2.67B
  • View EIT.UN Profile
  • View Questions on EIT.UN
• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.58)
  • $13.58 P/E (TTM): 15.01X Cap: $1.11B
  • View UMAX Profile
  • View Questions on UMAX

Q: Hello!
Now that I’ve reached the age of RRIF withdrawals, I’m looking more closely at income and therefore at covered-call ETFs.
I understand that these instruments don’t fully share in the upsides, but the income of ETFs like EIT, TXF and ZWU is pretty solid.
I’ve also been looking at UMAX its unbelievable 14% yield, but I also see that the unit price has declined quite dramatically over the last few years.
So questions are, how do you feel about these ETFs for income? And if you’re okay with them, which would you recommend?
Thanks for all your help
Michael

Upvote 11

Read Answer Asked by Michael on November 05, 2025

• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.58)
  • $13.58 P/E (TTM): 15.01X Cap: $1.11B
  • View UMAX Profile
  • View Questions on UMAX

Q: Can you please suggest US equivalents to these two CDN covered call utilities etf's ?
Thx

Upvote 2

Read Answer Asked by Tony on October 20, 2025

• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.58)
  • $13.58 P/E (TTM): 15.01X Cap: $1.11B
  • View UMAX Profile
  • View Questions on UMAX

Q: Two part question:

What are the major differences between these two covered call utilities etf's? Wondering why/how UMAX has ~2X dividend yield?

Would it be possible to suggest equivalent covered call etf(s) for US market?

Thank you.

Upvote 2

Read Answer Asked by Tony on October 16, 2025

• BMO Covered Call Canadian Banks ETF (ZWB $25.92)
  • $25.92 P/E (TTM): 11.7X
  • View ZWB Profile
  • View Questions on ZWB
• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• BMO US High Dividend Covered Call ETF (ZWH $25.78)
  • $25.78 P/E (TTM): 18.85X Cap: $1.09B
  • View ZWH Profile
  • View Questions on ZWH
• BMO Canadian High Dividend Covered Call ETF (ZWC $21.51)
  • $21.51 P/E (TTM): 12.59X Cap: $2.07B
  • View ZWC Profile
  • View Questions on ZWC
• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.81)
  • $17.81 P/E (TTM): 29.68X Cap: $8.27B
  • View QYLD Profile
  • View Questions on QYLD
• Global X S&P 500 Covered Call ETF (XYLD $40.95)
  • $40.95 P/E (TTM): 25.77X Cap: $3.20B
  • View XYLD Profile
  • View Questions on XYLD
• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.59)
  • $21.59 P/E (TTM): 17.11X Cap: $1.33B
  • View HDIV Profile
  • View Questions on HDIV
• Hamilton Enhanced U.S. Covered Call ETF (HYLD $14.44)
  • $14.44 P/E (TTM): 28.25X Cap: $999M
  • View HYLD Profile
  • View Questions on HYLD
• Ninepoint Enhanced Canadian HighShares ETF (ECHI $11.84)
  • $11.84 Cap: $92M
  • View ECHI Profile
  • View Questions on ECHI

Q: This is a follow-up to the Sept. 11th question where you mentioned other funds that are similar to this. Could you name a couple that you would recommend please? Thanks.

Upvote 6

Read Answer Asked by Ann on October 03, 2025

• Microsoft Corporation (MSFT $404.37)
  • $404.37 P/E (TTM): 25.87X Cap: $3T
  • View MSFT Profile
  • View Questions on MSFT
• Emera Incorporated (EMA $66.52)
  • $66.52 P/E (TTM): 17.93X Cap: $19.90B
  • View EMA Profile
  • View Questions on EMA
• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• BMO Equal Weight Utilities Index ETF (ZUT $26.53)
  • $26.53 P/E (TTM): 17.83X Cap: $836M
  • View ZUT Profile
  • View Questions on ZUT
• Fortis Inc. (FTS $54.50)
  • $54.50 P/E (TTM): 21.19X Cap: $27.54B
  • View FTS Profile
  • View Questions on FTS
• Vertiv Holdings LLC Class A (VRT $248.51)
  • $248.51 P/E (TTM): 76.23X Cap: $76.32B
  • View VRT Profile
  • View Questions on VRT
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.68)
  • $58.68 Cap: $19.74B
  • View BEPC Profile
  • View Questions on BEPC

Q: Do any of the utilities held in these ETF’s offer the same kind of energy power support for the mega computers running AI applications as something like VRT in the US?

If not are there any Canadian companies that do so and would be an attractive investment in this area?

Upvote 7

Read Answer Asked by Donald on September 23, 2025

• iShares Russell 2000 Growth ETF (IWO $339.07)
  • $339.07 P/E (TTM): 22.36X Cap: $13.53B
  • View IWO Profile
  • View Questions on IWO
• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
  • View ZWU Profile
  • View Questions on ZWU
• BMO S&P 500 Index ETF (ZSP $103.17)
  • $103.17 P/E (TTM): 25.89X Cap: $21.39B
  • View ZSP Profile
  • View Questions on ZSP
• Vanguard FTSE Canada All Cap Index ETF (VCN $67.59)
  • $67.59 P/E (TTM): 18.19X Cap: $13.98B
  • View VCN Profile
  • View Questions on VCN
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $47.17)
  • $47.17 P/E (TTM): 20.67X Cap: $608M
  • View VE Profile
  • View Questions on VE
• BMO Canadian High Dividend Covered Call ETF (ZWC $21.51)
  • $21.51 P/E (TTM): 12.59X Cap: $2.07B
  • View ZWC Profile
  • View Questions on ZWC
• iShares MSCI USA Momentum Factor ETF (MTUM $255.15)
  • $255.15 P/E (TTM): 28.56X Cap: $21.18B
  • View MTUM Profile
  • View Questions on MTUM
• Vanguard All-Equity ETF Portfolio (VEQT $55.86)
  • $55.86 P/E (TTM): 11.69X Cap: $11.68B
  • View VEQT Profile
  • View Questions on VEQT
• iShares Core Balanced ETF Portfolio (XBAL $34.33)
  • $34.33 P/E (TTM): 5.34X Cap: $2.82B
  • View XBAL Profile
  • View Questions on XBAL
• iShares Core Growth ETF Portfolio (XGRO $36.09)
  • $36.09 P/E (TTM): 5.46X Cap: $4.30B
  • View XGRO Profile
  • View Questions on XGRO
• Hamilton Enhanced Canadian Bank ETF (HCAL $37.95)
  • $37.95 P/E (TTM): 11.72X Cap: $817M
  • View HCAL Profile
  • View Questions on HCAL
• Global X S&P/TSX 60 Covered Call ETF (CNCC $13.93)
  • $13.93 P/E (TTM): 18.64X Cap: $147M
  • 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

• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
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Q: What do you think of this holding for my sons FHSA? I would say he will deploy the money to buy a house within 5yrs. so a conservative investment is important. He has a total of $11000 to invest after a previous 5% yeilding GIC expired. Do you have any other suggestions? Thank you. John

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Read Answer Asked by John on July 29, 2025

• BMO Covered Call Utilities ETF (ZWU $11.69)
  • $11.69 P/E (TTM): 18.74X Cap: $2.08B
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• BMO Canadian High Dividend Covered Call ETF (ZWC $21.51)
  • $21.51 P/E (TTM): 12.59X Cap: $2.07B
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• Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.59)
  • $21.59 P/E (TTM): 17.11X Cap: $1.33B
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• Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.58)
  • $13.58 P/E (TTM): 15.01X Cap: $1.11B
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Q: Hi, what is your preference in order of these ETFs UMAX, ZWU, ZWC or is there other covered calls that you prefer. Please place in preference order. Also in which account type would each be best suited for including your picks.
Thank you

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Read Answer Asked by Di on July 02, 2025