Q: I have been unable to find a comparison between these 2 BMO US ETFs. Would you suggest one over the other for a senior well into retirement? Fixed income taken care of.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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BMO S&P 500 Index ETF (ZSP)
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Horizons S&P 500 Index ETF (HXS)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard S&P 500 ETF (VOO)
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S&P 500 ETF TRUST ETF (SPY)
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iShares Core S&P 500 ETF (IVV)
Q: Good morning - can you suggest some US S & P 500 ETF possibilities along with a recommended choice. Many thanks
al
al
Q: On October 24 you answered a question with the following " ZSP we think is fine for general US exposure (dollar hedged)" my understanding has been that ZSP is not hedged, and I found other sources supporting that. Am I wrong or misunderstanding, or did you misspeak? Thanks
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BMO Equal Weight REITs Index ETF (ZRE)
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BMO S&P 500 Index ETF (ZSP)
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iShares Core S&P 500 Index ETF (XUS)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
Q: I don't have any ETF's and I would like to have one of Canadian stocks and one for US stocks. What do you think of the above etf's or could you suggest another one for each of the markets.
Thank you Dorothy
Thank you Dorothy
Q: Regarding your very quick response to my question yesterday where you stated "Capital gains are treated the same as Canadian gains, but must be converted to C$ for tax purposes." ZSP is a Canadian listed equity in Canadian dollars so I assume that I will not need to make any conversion when taking a capital gain? If I alternatively buy HXS (or HXQ) will capital gains be treated as Canadian only?
Thank you.
Thank you.
Q: If I buy ZSP in a non-registered account, are the dividends and capital gains treated as Canadian or US?
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BMO S&P 500 Index ETF (ZSP)
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Horizons S&P 500 Index ETF (HXS)
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Horizons NASDAQ-100 Index ETF (HXQ)
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BMO Nasdaq 100 Equity Index ETF (ZNQ)
Q: For tax efficiency in a non registered account do you recommend HXS and HXQ over ZSP and ZNQ. For US dollars do you like HXS.U and HXQ.U.
For a long term hold what are your thought of HXT in this account?
Thanks
For a long term hold what are your thought of HXT in this account?
Thanks
Q: Hi,
I'm looking to buy an S&P 500 ETF in Canadian dollars traded on the TSX.
What's your suggested ETF and which account should I hold it in?
I bank at BMOInvestorline if that makes any difference.
Thanks,
Robert
I'm looking to buy an S&P 500 ETF in Canadian dollars traded on the TSX.
What's your suggested ETF and which account should I hold it in?
I bank at BMOInvestorline if that makes any difference.
Thanks,
Robert
Q: On Jun 21st, you responded to A regarding stocks for a TFSA. My son has a smaller TFSA but a longer time frame. He currently holds ZSP in his TFSA and we have been looking at adding some stocks. We like all the ones you suggested, but some of them are also in the top ten holdings of ZSP. Would you suggest adding the individual stocks anyway? Or selling ZSP and holding only stocks? Our initial plan was to make ZSP about 20% of this TFSA and then hold 8-10 stocks. Also, what do you think of adding AXON and AMD to his TFSA at this time? Thank you.
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iShares Russell 2000 Growth ETF (IWO)
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BMO S&P 500 Index ETF (ZSP)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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iShares Global Consumer Discretionary ETF (RXI)
Q: Over the next few months I’ll be duplicating the ETFMU Growth ETF portfolio inside my LIRA with retirement being 30 years away.
Out of the 13 ETFs in the portfolio , Which ones do you feel are a strong buy currently? Wanting to start purchasing the strong buys, highest convictions ETFs first.
Thank you,
Out of the 13 ETFs in the portfolio , Which ones do you feel are a strong buy currently? Wanting to start purchasing the strong buys, highest convictions ETFs first.
Thank you,
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BMO S&P 500 Index ETF (ZSP)
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iShares Core S&P 500 Index ETF (XUS)
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iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
Q: I am not sure that i got the correct information but is it possible that over the last 10 years the unhedged ETFs have far outperformed the hedged ETF. If that is the case, why
Thanks, Peter
Thanks, Peter
Q: In a previous question you recommended ZSP be held in a RRSP so as to avoid the US withholding tax on dividends. Does the same tax rule apply to a RESP? If not & there is a US withholding tax on dividends, is it still worth holding ZSP in a RESP. Thanks … Cal
Q: Please explain the advantages and/or disadvantages between ZSP & ZSP.U. Thanks … Cal
Q: I want to invest in the S&P 500 in my unregistered accounts with HXS. Are you comfortable holding this total return ETF? Are there any known government issues with total return ETFs - I recall the Fed Government challenged these in the past? In registered family accounts I plan to use VFV and/or ZSP - do you prefer one over the other? For safety, would it be a good idea to use both?
Thanks!
Thanks!
Q: Dear 5i
For an RRSP , TFSA and cash account which ETF would be your preference , ZSP or VFV ?
Also do you expect the recently announced OPEC cuts to have a long lasting affect on oil prices ?
I`m reading that the price per barrel could reach $105 again within a few months . That being said do you believe there is going to be another leg up in oil stocks ? Gas stocks ?
Thanks
Bill C
For an RRSP , TFSA and cash account which ETF would be your preference , ZSP or VFV ?
Also do you expect the recently announced OPEC cuts to have a long lasting affect on oil prices ?
I`m reading that the price per barrel could reach $105 again within a few months . That being said do you believe there is going to be another leg up in oil stocks ? Gas stocks ?
Thanks
Bill C
Q: Dear 5i
If i have ZSP in my portfolio (RRSP`s, TFSA`s and unregistered acct ) do i need to have VGG . In other words is it different enough to own as well as ZSP or would just owning ZSP be sufficient ?
Thanks
Bill C
If i have ZSP in my portfolio (RRSP`s, TFSA`s and unregistered acct ) do i need to have VGG . In other words is it different enough to own as well as ZSP or would just owning ZSP be sufficient ?
Thanks
Bill C
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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BMO S&P 500 Index ETF (ZSP)
Q: Dear 5i
If i have a sufficient amount of ZSP in my portfolio is there a need to buy AMZN , AAPL . MSFT and GOOG stock individually , within an RRSP account ?
Thanks
Bill C
If i have a sufficient amount of ZSP in my portfolio is there a need to buy AMZN , AAPL . MSFT and GOOG stock individually , within an RRSP account ?
Thanks
Bill C
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BMO S&P 500 Index ETF (ZSP)
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iShares Canadian Government Bond Index ETF (XGB)
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iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares S&P/TSX 60 Index ETF (XIU)
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BMO Canadian Equity ETF Fund Series A (BMO144)
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BMO LifeStage Plus 2022 Fund - A (BMO416)
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BMO U.S. Equity ETF Fund Series A (BMO722)
Q: My sister has an RDSP with BMO. She has 75,000.00 in each the above funds. The lifestage money will mature in June and automatically go into a money market fund. The money will not be needed for years. She also has a trust fund. Do you have any suggestions for the 75k? Also, I believe the Cad and Usd equity funds are mutual funds. Should I move them to a lower cost ETF?
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BMO Low Volatility Canadian Equity ETF (ZLB)
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BMO S&P 500 Index ETF (ZSP)
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Horizons S&P 500 Index ETF (HXS)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
Q: Dear 5i
The above noted ETFs are the ones i commonly use in my RRSP , TFSA and non registered accts .
CDZ and ZLB are used for CDN content and the rest for US content.
I believe there is probably some redundancy in these and was wondering which ETFs could be left out .
Which ETFs would you use for RRSPs , which for the TFSAs and which for the non-registered acct .?
Thanks
Bill C
The above noted ETFs are the ones i commonly use in my RRSP , TFSA and non registered accts .
CDZ and ZLB are used for CDN content and the rest for US content.
I believe there is probably some redundancy in these and was wondering which ETFs could be left out .
Which ETFs would you use for RRSPs , which for the TFSAs and which for the non-registered acct .?
Thanks
Bill C
Q: I purchased some ZSP last week for my Grandchildrens RESP, in an answer today you chose SPY , was the reason simply for currency diversification?