Q: I have plenty of dividend income and am now interested in adding stocks or ETFs which pay distributions as RoC. Would you have a list of tax effective equities? And what are your views of using stocks/ETFs with a high Return of Capital as a means of improving the tax effectiveness of portfolios? I have heard experts on BNN who are not in favor of RoC but I tend not to agree since my biggest expense is tax.
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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.
Q: Do you have an opinion of ETF's structure. Specifically Horizons using derivatives and reflecting dividends in the share price vs. more conventional ETF's. If you could comment on the downside and upside of either structure. Thank-you and Merry Christmas.
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Global X S&P 500 Index Corporate Class ETF (HXS $91.82)
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iShares Core S&P 500 Index ETF (XUS $55.29)
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Vanguard U.S. Total Market Index ETF (VUN $118.90)
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SPDR S&P 500 ETF Trust (SPY $642.14)
Q: I am thinking of investing in U.S. large cap companies more specifically an ETF. Are you better off to invest in a fund like SPY (U.S. dollars) or in the other canadian fund base companies like HXS,VUN or XUS. I noticed that the ytd. return is approx. 14% for SPY versus the others at %7% for this current year.
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Global X S&P 500 Index Corporate Class ETF (HXS $91.82)
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Vanguard U.S. Total Market Index ETF (VUN $118.90)
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Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS $110.62)
Q: I have just recieved some new money to invest and woukd like to increase my expsosure outside Canada. Im thinking of a US index fund. Can you please tell me the difference between VUN/VUS, HXS and SPY? Which one is better? Do you think this is a good time to invest in the S&P with it at all time highs?
As always your advice is greatly appreciated.
Nancy
As always your advice is greatly appreciated.
Nancy
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Global X S&P 500 Index Corporate Class ETF (HXS $91.82)
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iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $66.12)
Q: Peter, I am considering buying one of these ETF's. HXS is quite small vs XSP but it has had much returns over the past 5 years. I would have thought that the returns of both would have been quite similar as they are designed to track the S&P 500.