Investment Q&A

• BMO Equal Weight Industrials Index ETF (ZIN $46.16)
  • $46.16 Fwd P/E: 19.03X Cap: $58M
  • View ZIN Profile
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• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• Vanguard Industrials ETF (VIS $288.33)
  • $288.33 Fwd P/E: 22.62X Cap: $5.54B
  • View VIS Profile
  • View Questions on VIS

Q: Is there an Industrial ETF that you would recommend for the Canadian and the US market?

Thanks for your service!

Upvote 1

Read Answer Asked by Ozzie on October 11, 2024

• INVESCO QQQ Trust (QQQ $561.26)
  • $561.26 Fwd P/E: 59.46X Cap: $357.77B
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• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• Vanguard Information Technology ETF (VGT $685.53)
  • $685.53 Fwd P/E: 82.62X Cap: $87.51B
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• Vanguard Health Care ETF (VHT $243.33)
  • $243.33 Fwd P/E: 55.45X Cap: $14.68B
  • View VHT Profile
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• Vanguard Industrials ETF (VIS $288.33)
  • $288.33 Fwd P/E: 22.62X Cap: $5.54B
  • View VIS Profile
  • View Questions on VIS
• iShares U.S. Healthcare ETF (IYH $55.35)
  • $55.35 Fwd P/E: 64.07X Cap: $2.66B
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• Vanguard Consumer Discretionary ETF (VCR $370.29)
  • $370.29 Fwd P/E: 54.74X Cap: $5.83B
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Q: Hi.

Can you recommend fixed income ETFs, on US and/or international markets in the following areas:

- Technology
- Industrials
- Health care
- Consumer cyclical

In addition, I have a great amount of Magna International stocks (equivalent to 45% of my RRSP portfolio), that had a significant devaluation in the last 2 years. What is your recommendation? To hold, sell...?

Thank you.

Cinthia

Upvote 2

Read Answer Asked by Cinthia on July 15, 2024

• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $60.15)
  • $60.15 Fwd P/E: 56.29X Cap: $97M
  • View XGI Profile
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• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• Vanguard Industrials ETF (VIS $288.33)
  • $288.33 Fwd P/E: 22.62X Cap: $5.54B
  • View VIS Profile
  • View Questions on VIS
• Industrial Select Sector SPDR (XLI $151.46)
  • $151.46 Fwd P/E: 22.94X Cap: $22.42B
  • View XLI Profile
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Q: Portfolio analytics indicates that I need to increase my weightings in industrials. It also provides a link to a very informative article indicating that many industrial names are traded in the US. Can you recommend a US ETF - preferably one that can be can be purchased in CAD?
Thanks

Upvote 4

Read Answer Asked by Mary on June 21, 2024

• iShares Russell 2000 Growth ETF (IWO $292.76)
  • $292.76 Fwd P/E: 41.78X Cap: $11.94B
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• INVESCO QQQ Trust (QQQ $561.26)
  • $561.26 Fwd P/E: 59.46X Cap: $357.77B
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• Technology Select Sector SPDR ETF (XLK $260.89)
  • $260.89 Fwd P/E: 84.87X Cap: $82.35B
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• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $74.21)
  • $74.21 Fwd P/E: 34.26X Cap: $9.99B
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Q: Which ETFs do you consider best for strong growth at this time, Cdian or US, irrespective of sectors, with an indication of the degree of risk for each ? Would CIBR be one of them ?

Gratefully,

Jacques IDS

Upvote 4

Read Answer Asked by Jacques on June 18, 2024

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $61.30)
  • $61.30 Fwd P/E: 21.92X Cap: $270M
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• Invesco NASDAQ 100 Index ETF (QQC $37.62)
  • $37.62 Fwd P/E: 31.56X Cap: $417M
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• INVESCO QQQ Trust (QQQ $561.26)
  • $561.26 Fwd P/E: 59.46X Cap: $357.77B
  • View QQQ Profile
  • View Questions on QQQ
• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ

Q: Would you have a recommendation to replace ZUH, which would have more growth, with the understanding that it would also be higher risk either a stock or an ETF?

Thanks for your service!

Upvote 2

Read Answer Asked by Ozzie on January 11, 2024

• BMO MSCI Emerging Markets Index ETF (ZEM $24.20)
  • $24.20 Fwd P/E: 5.41X Cap: $1.61B
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• iShares Core MSCI EAFE IMI Index ETF (XEF $42.31)
  • $42.31 Fwd P/E: 10.83X Cap: $9.27B
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• iShares MSCI Emerging Markets Index ETF (XEM $37.17)
  • $37.17 Fwd P/E: 39.47X Cap: $247M
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $42.51)
  • $42.51 Fwd P/E: 6.8X Cap: $601M
  • View XSU Profile
  • View Questions on XSU
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.66)
  • $41.66 Fwd P/E: 7.54X Cap: $2.16B
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• Consumer Discretionary Select Sector SPDR (XLY $222.17)
  • $222.17 Fwd P/E: 54.75X Cap: $22.73B
  • View XLY Profile
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• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• Vanguard Industrials ETF (VIS $288.33)
  • $288.33 Fwd P/E: 22.62X Cap: $5.54B
  • View VIS Profile
  • View Questions on VIS
• Industrial Select Sector SPDR (XLI $151.46)
  • $151.46 Fwd P/E: 22.94X Cap: $22.42B
  • View XLI Profile
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• iShares Russell 2000 ETF (IWM $222.33)
  • $222.33 Fwd P/E: 32.38X Cap: $66.55B
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• iShares Core S&P Small-Cap ETF (IJR $111.87)
  • $111.87 Fwd P/E: 35.1X Cap: $81.33B
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Q: https://www.rbadvisors.com/insights/4-for-24-year-ahead-outlook/

RB advisers recommend the following 4 themes for 2024 and as a value investor I am looking for ETF recommendations:
(1) US small caps: I am using XSU (100% IWM)
(2) US cyclicals: I found IYC but P/E is 27! Recommendation?
(3) Non-US and emerging markets: I have been using XEF and ZEM. I like XEM (100% EEM) because it posts a P/E each day.
(4) Theme 4 is "Industrials: deglobalization spurs infrastructure". No idea what ETFs to use here.
Thanks for your recommendations/comments!!!

Upvote 10

Read Answer Asked by Grant on December 21, 2023

• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• Vanguard Industrials ETF (VIS $288.33)
  • $288.33 Fwd P/E: 22.62X Cap: $5.54B
  • View VIS Profile
  • View Questions on VIS
• Industrial Select Sector SPDR (XLI $151.46)
  • $151.46 Fwd P/E: 22.94X Cap: $22.42B
  • View XLI Profile
  • View Questions on XLI

Q: Peter,

Looking for an ETF in the Industrial space. I am considering VIS. What would make you choose between VIS, XLI and IYJ ?

Thanks

Paul

Upvote 0

Read Answer Asked by paul on July 04, 2023

• iShares MSCI EAFE Index ETF (CAD-Hedged) (XIN $38.51)
  • $38.51 Fwd P/E: 12.19X Cap: $1.40B
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• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $42.61)
  • $42.61 Fwd P/E: 10.59X Cap: $387M
  • View VI Profile
  • View Questions on VI
• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• Industrial Select Sector SPDR (XLI $151.46)
  • $151.46 Fwd P/E: 22.94X Cap: $22.42B
  • View XLI Profile
  • View Questions on XLI

Q: With a large cap International mandate, what would be your recommended top Canadian ETFs hedged to the Canadian dollar and top US ETFs?

What US ETFs focused on the Industrial sector would be your top recommendations?

Upvote 0

Read Answer Asked by perry on June 30, 2023

• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
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• iShares U.S. Home Construction ETF (ITB $95.08)
  • $95.08 Fwd P/E: 29.42X Cap: $2.51B
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Q: Can you please recommend an ETF for Heavy Construction or Industrial Machinery? Either In Canada or USA. Is there a website that I can use to find Sub-category Etf?

Thanks for your great service

Upvote 0

Read Answer Asked by Hector on June 12, 2023

• BMO Equal Weight Industrials Index ETF (ZIN $46.16)
  • $46.16 Fwd P/E: 19.03X Cap: $58M
  • View ZIN Profile
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $41.66)
  • $41.66 Fwd P/E: 7.54X Cap: $2.16B
  • View VEE Profile
  • View Questions on VEE
• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• iShares Global Industrials ETF (EXI $167.28)
  • $167.28 Fwd P/E: 54.2X Cap: $970M
  • View EXI Profile
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Q: Please recommend four industrial sector EFTs, one for each of Canada, USA, International, & emergent market, to invest with an about equal good balance of growth and dividends, for say 5 years and up.
Thank you,
Roger

Upvote 0

Read Answer Asked by Roger on January 20, 2023

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $46.95)
  • $46.95 Fwd P/E: 40.36X Cap: $2.95B
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• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• Materials Select Sector SPDR (XLB $90.22)
  • $90.22 Fwd P/E: 61.73X Cap: $5.47B
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• Vanguard Industrials ETF (VIS $288.33)
  • $288.33 Fwd P/E: 22.62X Cap: $5.54B
  • View VIS Profile
  • View Questions on VIS
• Industrial Select Sector SPDR (XLI $151.46)
  • $151.46 Fwd P/E: 22.94X Cap: $22.42B
  • View XLI Profile
  • View Questions on XLI

Q: Can you recommend a few ETFs that have good exposure to US industrials and materials? Preferably in a single security if there is one, but separately is fine as well. I'm indifferent as to whether it is a CDN ETF listed in Canada or USD ETF listed on a US exchange.

Upvote 0

Read Answer Asked by Brad on August 18, 2021

• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• Vanguard Industrials ETF (VIS $288.33)
  • $288.33 Fwd P/E: 22.62X Cap: $5.54B
  • View VIS Profile
  • View Questions on VIS
• Industrial Select Sector SPDR (XLI $151.46)
  • $151.46 Fwd P/E: 22.94X Cap: $22.42B
  • View XLI Profile
  • View Questions on XLI

Q: Could you list a few us industrial etf. Is now time to switch from can to us funds.

Tom

Upvote 0

Read Answer Asked by Tom on March 31, 2021

• iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $60.15)
  • $60.15 Fwd P/E: 56.29X Cap: $97M
  • View XGI Profile
  • View Questions on XGI
• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• Industrial Select Sector SPDR (XLI $151.46)
  • $151.46 Fwd P/E: 22.94X Cap: $22.42B
  • View XLI Profile
  • View Questions on XLI
• iShares Global Industrials ETF (EXI $167.28)
  • $167.28 Fwd P/E: 54.2X Cap: $970M
  • View EXI Profile
  • View Questions on EXI

Q: Good morning. Which do you feel would be a better etf for industrials in a RRif or do you have another suggestion? I understand IYJ has a higher mer but better long term performance with more holdings. Have they both equal risk? Would something with more international flavour be better?

Upvote 0

Read Answer Asked by Tom on March 16, 2021

• Lockheed Martin Corporation (LMT $463.96)
  • $463.96 Fwd P/E: 20.0X Cap: $108.70B
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• Roper Technologies Inc. (ROP $544.79)
  • $544.79 Fwd P/E: 39.28X Cap: $58.57B
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• Xylem Inc. New (XYL $132.71)
  • $132.71 Fwd P/E: 35.77X Cap: $32.29B
  • View XYL Profile
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• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• Jacobs Solutions Inc. (J $138.67)
  • $138.67 Fwd P/E: 38.41X Cap: $16.66B
  • View J Profile
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• Trane Technologies plc (TT $447.33)
  • $447.33 Fwd P/E: 37.25X Cap: $99.76B
  • View TT Profile
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Q: What are your preferred industrial stocks (or ETF) in the US?
Thanks for your service!

Upvote 0

Read Answer Asked by Ozzie on December 17, 2020

• BRP Inc. Subordinate Voting Shares (DOO $66.16)
  • $66.16 Cap: $4.83B
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• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $19.23)
  • $19.23 Fwd P/E: 26.34X Cap: $1.86B
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• Vanguard Consumer Discretionary ETF (VCR $370.29)
  • $370.29 Fwd P/E: 54.74X Cap: $5.83B
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Q: What are your favourite large Canadian equities for growth with some income in the coming year in the Industrial and the Consumer Discretionary sectors? What ETFs would you recommend in these two sectors?

Upvote 0

Read Answer Asked by Curt on December 10, 2020

• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ

Q: A lot of commentators are saying sectors other than technology should do well in what is seen as a bull market. Do you believe buying an industrial etf is a reasonable investment? I am underweight industrials. Thanks, Bill

Upvote 0

Read Answer Asked by Bill on December 07, 2020

• Stryker Corporation (SYK $389.40)
  • $389.40 Fwd P/E: 52.62X Cap: $148.81B
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• Enbridge Inc. (ENB $61.88)
  • $61.88 Fwd P/E: 22.88X Cap: $134.89B
  • View ENB Profile
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  • View Reports on ENB
• TFI International Inc. (TFII $121.12)
  • $121.12 Fwd P/E: 19.52X Cap: $10.17B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• Boyd Group Services Inc. (BYD $210.54)
  • $210.54 Fwd P/E: 247.92X Cap: $4.51B
  • View BYD Profile
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  • View Reports on BYD

Q: I have a large capital gain on Boyd for the 2020 tax year which I am considering offsetting by taking Capital losses which I have on the above mentioned stocks, including BYD. What is the best way to do this? Sell and wait 30 days to re-buy? Sell now and buy proxies (what would they be?)? I’m also considering using stop losses to take advantage of any increase in stock prices I might otherwise miss. Would appreciate you comments and advice. Michael

Upvote 0

Read Answer Asked by Michael on March 27, 2020

• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• Industrial Select Sector SPDR (XLI $151.46)
  • $151.46 Fwd P/E: 22.94X Cap: $22.42B
  • View XLI Profile
  • View Questions on XLI

Q: Will have a bit of cash in my USD brokerage account. Need more industrial. Can you suggest a US ETF

Upvote 0

Read Answer Asked by GRAHAM on December 11, 2019

• BMO Equal Weight Industrials Index ETF (ZIN $46.16)
  • $46.16 Fwd P/E: 19.03X Cap: $58M
  • View ZIN Profile
  • View Questions on ZIN
• Vanguard Real Estate Index Fund ETF (VNQ $89.94)
  • $89.94 Fwd P/E: 34.56X Cap: $33.48B
  • View VNQ Profile
  • View Questions on VNQ
• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ
• iShares Global REIT ETF (REET $24.77)
  • $24.77 Fwd P/E: 34.49X Cap: $3.91B
  • View REET Profile
  • View Questions on REET

Q: 1. Could you please recommend stock or etf for global or USA real estate exposure. Well diversified TFSA, conservative investor.
2. Could you also please suggest how to reduce exposure in C Cyc space. and increase in Industrial. In C Cyc currently own own MG and NFI ( C Cyc / Industrial) and WSP in Industrial.
Thank you

Upvote 0

Read Answer Asked by Hali on November 18, 2019

• iShares U.S. Industrials ETF (IYJ $144.85)
  • $144.85 Fwd P/E: 25.13X Cap: $1.66B
  • View IYJ Profile
  • View Questions on IYJ

Q: Hi 5i Team
What would you recommend for a US industrial ETF?
Thanks!

lil

Upvote 0

Read Answer Asked by Le on September 21, 2018