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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: What is your opinion of these 2 mutual funds. I have held for years but wondering if there is a better ETF to move the funds into or just keep theses two funds. They are held in a RRSP. Thanks
Read Answer Asked by Greg on January 15, 2026
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.
Read Answer Asked by Alexandra on January 06, 2026
Q: Greetings 5i Team:

I'm looking to make upgrades to some RBC Funds in my wife's accounts. Deduct as many credits as needed.

Can you suggest:

1. A general tech ETF of the same ilk as RBF 620 Global Technology Fund,

2. For that matter, can you suggest a (preferably Cdn dollar) cyber security ETF.

3. A substitute for RBF 615 US Equity Fund.

4. A substitute for RBF 617 US Midcap Fund (with the idea that small caps might actually catch a bid this year).

5. A healthcare ETF, preferably in Cdn dollars.

Thank you, you're much appreciated!
Pete in Calgary.
Read Answer Asked by Peter on January 06, 2026
Q: Please recommend a USA small cap etf
Read Answer Asked by Gerald on January 02, 2026
Q: I own ZMID, and like its holdings and its exposure to mid-sized American companies, but find it a little illiquid.

Are there any other ETF's that cover the same market cap of American companies that is a bit more liquid? I know of XMS and it is much more liquid but it is hedged...know you prefer unhedged when possible...
Read Answer Asked by Jeff on October 27, 2025
Q: I currently hold these 4 ETF's in a RRSP account. Is there any other ETF that you would add to this list?
Read Answer Asked on August 28, 2025
Q: Which ETF do you feel compliments VOO the most? This would be for my RRSP. Also, I’m 15 years from retirement.

Your top 3 in order preferably?

US/CND/international/All world.. doesn’t matter.

Thank you
Read Answer Asked by Nick on August 25, 2025
Q: If you were setting up a diversified unregistered account for yourself from scratch using US ETFs today, for a long-term hold:

How would you approach this?
What would ETFs would you pick?
What percentage would you put in each?

Please charge multiple questions as needed. Thanks very much.
Read Answer Asked by Chris on July 18, 2025
Q: hi 5i
can I get your top pick(s) for an ETF non-leveraged for US small/mid (combined if possible) cap equities please? can you provide one (or more) that is $CDN hedged too please. cheers, Chris
Read Answer Asked by chris on May 20, 2025
Q: I use VFV for my US stock exposure. Is one ETF enough or should I spread it out over 2 or more.
If more please provide some suggestions.
Read Answer Asked by Stephen on January 31, 2025
Q: Can you please provide a list of top 5 mid/small cap names ( US and CDN) to purchase now?

Also top mid/small cap ETFs in US and Canada?

Thank You.
Read Answer Asked by Anna on December 03, 2024
Q: I am looking for CDN version ETF for IGV, XSMO and IJH. Is there any or similar in CDN dollars.

Thanks for the great service
Read Answer Asked by Hector on October 29, 2024
Q: Gentlemen,
I am interested by :
1) Emerging Asia-Pacific ETF (US).
2) Mid Cap US
Please propose 3 ETF for each
Thanks BR
Read Answer Asked by Djamel on September 24, 2024
Q: Hello 5i,

We have a little cash to add to our equity bucket. We have a 1/3 positions in IWO, IJT, and IJH. Would you recommend we add to those positions or do you see more value in a new 1/4 position into XSMO or GSC prior to the rate hike?

Are small caps too risky for a TFSA?

Thank you
D&J
Read Answer Asked by Jerry on September 17, 2024
Q: Hi team,

Could you suggest a growth portfolio of EFTs for a TFSA, with an indication as to the degree of risk for each ?

Is it a good idea to have a TFSA all in ETFs ? Or what kind of mix (ETFs and stocks) would you suggest ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on July 25, 2024
Q: I currently hold CALF and want to buy similar ETF in CDN dollars. Is there any ETF in CDN. If none which one would you recommend.

I am also interested in buying MID CAP ETF. Please give us your recommendations in US and CDN market ETF.

Thanks for the great advice
Read Answer Asked by Hector on July 24, 2024
Q: What would be your top thee picks for US Market ETFs today and why? (10+ year hold)

Read Answer Asked by Kyle on July 17, 2024
Q: I am looking at putting together a medium to high risk portfolio of ETF's to generate above average returns (above 9-12%) over a 5 to 10 year timeframe for a portion (5-10%) of my overall portfolio. Sector diversification is not a major consideration in this portfolio of ETF'S, more the long term growth. If I were to pick 4 or 5 what would you recommend from this list or if you have a better alternative please suggest that. I am looking to equal weight into each of the ETF's. Thanks in advance for your suggestion.
Read Answer Asked by RALPH on June 26, 2024
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