Investment Q&A

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $49.05)
  • $49.05 P/E (TTM): 5.19X Cap: $3.16B
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• BMO S&P 500 Index ETF (ZSP $98.24)
  • $98.24 P/E (TTM): 80.87X Cap: $19.60B
  • View ZSP Profile
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• iShares Core MSCI EAFE IMI Index ETF (XEF $44.70)
  • $44.70 P/E (TTM): 0.75X Cap: $13.40B
  • View XEF Profile
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.91)
  • $58.91 P/E (TTM): 100.32X Cap: $3.83B
  • View XQQ Profile
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• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
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• iShares Core S&P Small-Cap ETF (IJR $118.95)
  • $118.95 P/E (TTM): 49.78X Cap: $86.06B
  • View IJR Profile
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Q: I currently hold these 4 ETF's in a RRSP account. Is there any other ETF that you would add to this list?

Upvote 4

Read Answer Asked on August 28, 2025

• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $55.58)
  • $55.58 P/E (TTM): 9.2X Cap: $4.29B
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• Vanguard S&P 500 ETF (VOO $596.50)
  • $596.50 P/E (TTM): 81.12X Cap: $685.32B
  • View VOO Profile
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• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
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• Vanguard Total International Stock (VXUS $72.47)
  • $72.47 P/E (TTM): 0.41X Cap: $96.69B
  • View VXUS Profile
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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

Upvote 8

Read Answer Asked by Nick on August 25, 2025

• Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.97)
  • $99.97 Cap: $2.14B
  • View VGG Profile
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• iShares MSCI USA Min Vol Factor ETF (USMV $94.07)
  • $94.07 P/E (TTM): 23.77X Cap: $23.32B
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• SPDR S&P 500 ETF Trust (SPY $648.83)
  • $648.83 P/E (TTM): 82.05X Cap: $657.35B
  • View SPY Profile
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• INVESCO QQQ Trust (QQQ $578.87)
  • $578.87 P/E (TTM): 104.21X Cap: $369.36B
  • View QQQ Profile
  • View Questions on QQQ
• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH
• iShares MSCI USA Momentum Factor ETF (MTUM $246.48)
  • $246.48 P/E (TTM): 89.99X Cap: $18.18B
  • View MTUM Profile
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• iShares Russell 2000 ETF (IWM $238.25)
  • $238.25 P/E (TTM): 16.69X Cap: $67.86B
  • View IWM Profile
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• iShares Global Consumer Discretionary ETF (RXI $202.30)
  • $202.30 P/E (TTM): 21.81X Cap: $270M
  • View RXI Profile
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• iShares Global Consumer Staples ETF (KXI $65.97)
  • $65.97 P/E (TTM): 43.58X Cap: $862M
  • View KXI Profile
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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.

Upvote 7

Read Answer Asked by Chris on July 18, 2025

• iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) (XMH $29.20)
  • $29.20 P/E (TTM): 48.18X Cap: $369M
  • View XMH Profile
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• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH

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

Upvote 3

Read Answer Asked by chris on May 20, 2025

• iShares Russell 2000 Growth ETF (IWO $312.06)
  • $312.06 P/E (TTM): 45.65X Cap: $12.51B
  • View IWO Profile
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• Vanguard S&P 500 Index ETF (VFV $159.40)
  • $159.40 P/E (TTM): 82.03X Cap: $24.89B
  • View VFV Profile
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• Vanguard U.S. Dividend Appreciation Index ETF (VGG $99.97)
  • $99.97 Cap: $2.14B
  • View VGG Profile
  • View Questions on VGG
• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH
• Vanguard Total Stock Market ETF (VTI $320.57)
  • $320.57 P/E (TTM): 71.88X Cap: $500.69B
  • View VTI Profile
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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.

Upvote 4

Read Answer Asked by Stephen on January 31, 2025

• TerraVest Industries Inc. (TVK $144.77)
  • $144.77 Cap: $3.13B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $122.53)
  • $122.53 P/E (TTM): 18.22X Cap: $1.44B
  • View HPS.A Profile
  • View Questions on HPS.A
• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH
• WELL Health Technologies Corp. (WELL $4.65)
  • $4.65 Cap: $1.17B
  • View WELL Profile
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  • View Reports on WELL
• Construction Partners Inc. (ROAD $123.48)
  • $123.48 P/E (TTM): 90.04X Cap: $6.86B
  • View ROAD Profile
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• BMO S&P US Mid Cap Index ETF (ZMID $48.81)
  • $48.81 P/E (TTM): 50.48X Cap: $290M
  • View ZMID Profile
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• Shift4 Payments Inc. Class A (FOUR $87.31)
  • $87.31 P/E (TTM): 48.39X Cap: $7.74B
  • View FOUR Profile
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• Cellebrite DI Ltd. (CLBT $17.09)
  • $17.09 Cap: $3.97B
  • View CLBT Profile
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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.

Upvote 34

Read Answer Asked by Ava on December 03, 2024

• SPDR S&P 500 ETF Trust (SPY $648.83)
  • $648.83 P/E (TTM): 82.05X Cap: $657.35B
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• INVESCO QQQ Trust (QQQ $578.87)
  • $578.87 P/E (TTM): 104.21X Cap: $369.36B
  • View QQQ Profile
  • View Questions on QQQ
• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH

Q: What are your top 3 ETFs (US dollars) for general market exposure?

Upvote 7

Read Answer Asked by Kyle on November 26, 2024

• iShares Russell 2000 Growth ETF (IWO $312.06)
  • $312.06 P/E (TTM): 45.65X Cap: $12.51B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH
• BMO S&P US Mid Cap Index ETF (ZMID $48.81)
  • $48.81 P/E (TTM): 50.48X Cap: $290M
  • View ZMID Profile
  • View Questions on ZMID

Q: What are your 3 favourite U.S. small and mid cap etfs?
Philip

Upvote 4

Read Answer Asked by Philip on November 20, 2024

• iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) (XMH $29.20)
  • $29.20 P/E (TTM): 48.18X Cap: $369M
  • View XMH Profile
  • View Questions on XMH
• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $45.37)
  • $45.37 P/E (TTM): 37.36X Cap: $661M
  • View XSU Profile
  • View Questions on XSU
• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH
• iShares Expanded Tech-Software Sector ETF (IGV $110.02)
  • $110.02 P/E (TTM): 27.36X Cap: $9.89B
  • View IGV Profile
  • View Questions on IGV

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

Upvote 3

Read Answer Asked by Hector on October 29, 2024

• iShares Asia 50 ETF (AIA $87.30)
  • $87.30 P/E (TTM): 27.81X Cap: $936M
  • View AIA Profile
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• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH
• Vanguard Mid-Cap Growth ETF (VOT $289.93)
  • $289.93 P/E (TTM): 98.57X Cap: $17.15B
  • View VOT Profile
  • View Questions on VOT
• Vanguard Mid-Cap ETF (VO $289.98)
  • $289.98 P/E (TTM): 22.62X Cap: $83.36B
  • View VO Profile
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• SPDR S&P Emerging Markets Dividend ETF (EDIV $38.95)
  • $38.95 P/E (TTM): 23.66X Cap: $868M
  • View EDIV Profile
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Q: Gentlemen,
I am interested by :
1) Emerging Asia-Pacific ETF (US).
2) Mid Cap US
Please propose 3 ETF for each
Thanks BR

Upvote 2

Read Answer Asked by Djamel on September 24, 2024

• iShares Russell 2000 Growth ETF (IWO $312.06)
  • $312.06 P/E (TTM): 45.65X Cap: $12.51B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH
• ISHARES TRUST (IJT $141.43)
  • $141.43 P/E (TTM): 57.09X Cap: $6.29B
  • View IJT Profile
  • View Questions on IJT

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

Upvote 6

Read Answer Asked by Jerry on September 17, 2024

• BMO Equal Weight Industrials Index ETF (ZIN $46.41)
  • $46.41 P/E (TTM): 39.94X Cap: $38M
  • View ZIN Profile
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.63)
  • $81.63 P/E (TTM): 1.29X Cap: $687M
  • View XIT Profile
  • View Questions on XIT
• iShares S&P/TSX SmallCap Index ETF (XCS $26.19)
  • $26.19 P/E (TTM): 26.42X Cap: $157M
  • View XCS Profile
  • View Questions on XCS
• Technology Select Sector SPDR ETF (XLK $264.83)
  • $264.83 P/E (TTM): 33.5X Cap: $84.09B
  • View XLK Profile
  • View Questions on XLK
• Consumer Discretionary Select Sector SPDR (XLY $236.02)
  • $236.02 P/E (TTM): 61.86X Cap: $23.58B
  • View XLY Profile
  • View Questions on XLY
• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH
• Industrial Select Sector SPDR (XLI $151.27)
  • $151.27 P/E (TTM): 87.98X Cap: $23.14B
  • View XLI Profile
  • View Questions on XLI
• iShares Russell 1000 Growth ETF (IWF $451.83)
  • $451.83 P/E (TTM): 31.83X Cap: $117.44B
  • View IWF Profile
  • View Questions on IWF
• Vanguard Growth ETF (VUG $465.57)
  • $465.57 P/E (TTM): 91.16X Cap: $176.91B
  • View VUG Profile
  • View Questions on VUG
• iShares Core S&P Small-Cap ETF (IJR $118.95)
  • $118.95 P/E (TTM): 49.78X Cap: $86.06B
  • View IJR Profile
  • View Questions on IJR

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

Upvote 12

Read Answer Asked by Jacques on July 25, 2024

• iShares S&P U.S. Mid-Cap Index ETF (CAD-Hedged) (XMH $29.20)
  • $29.20 P/E (TTM): 48.18X Cap: $369M
  • View XMH Profile
  • View Questions on XMH
• iShares S&P/TSX SmallCap Index ETF (XCS $26.19)
  • $26.19 P/E (TTM): 26.42X Cap: $157M
  • View XCS Profile
  • View Questions on XCS
• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $45.37)
  • $45.37 P/E (TTM): 37.36X Cap: $661M
  • View XSU Profile
  • View Questions on XSU
• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH
• BMO S&P US Small Cap Index ETF (ZSML $43.55)
  • $43.55 P/E (TTM): 50.44X Cap: $96M
  • View ZSML Profile
  • View Questions on ZSML
• Pacer US Small Cap Cash Cows ETF (CALF $43.81)
  • $43.81 P/E (TTM): 29.84X Cap: $4.13B
  • View CALF Profile
  • View Questions on CALF

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

Upvote 7

Read Answer Asked by Hector on July 24, 2024

• Consumer Staples Select Sector SPDR (XLP $80.57)
  • $80.57 P/E (TTM): 24.24X Cap: $16.03B
  • View XLP Profile
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• Health Care Select Sector SPDR (XLV $137.85)
  • $137.85 P/E (TTM): 83.99X Cap: $34.08B
  • View XLV Profile
  • View Questions on XLV
• SPDR S&P 500 ETF Trust (SPY $648.83)
  • $648.83 P/E (TTM): 82.05X Cap: $657.35B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $578.87)
  • $578.87 P/E (TTM): 104.21X Cap: $369.36B
  • View QQQ Profile
  • View Questions on QQQ
• Technology Select Sector SPDR ETF (XLK $264.83)
  • $264.83 P/E (TTM): 33.5X Cap: $84.09B
  • View XLK Profile
  • View Questions on XLK
• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH

Q: What would be your top thee picks for US Market ETFs today and why? (10+ year hold)

Upvote 12

Read Answer Asked by Kyle on July 17, 2024

• BMO MSCI USA High Quality Index ETF (ZUQ $91.99)
  • $91.99 P/E (TTM): 79.84X Cap: $1.17B
  • View ZUQ Profile
  • View Questions on ZUQ
• Global X S&P 500 Index Corporate Class ETF (HXS $92.39)
  • $92.39 Cap: $4.75B
  • View HXS Profile
  • View Questions on HXS
• Invesco NASDAQ 100 Index ETF (QQC $39.01)
  • $39.01 P/E (TTM): 97.45X Cap: $1.05B
  • View QQC Profile
  • View Questions on QQC
• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH
• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $248.85)
  • $248.85 P/E (TTM): 86.87X Cap: $13.51B
  • View SOXX Profile
  • View Questions on SOXX
• VanEck Vectors Retail ETF (RTH $253.28)
  • $253.28 P/E (TTM): 37.82X Cap: $261M
  • View RTH Profile
  • View Questions on RTH

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.

Upvote 6

Read Answer Asked by RALPH on June 26, 2024

• INVESCO QQQ Trust (QQQ $578.87)
  • $578.87 P/E (TTM): 104.21X Cap: $369.36B
  • View QQQ Profile
  • View Questions on QQQ
• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH
• iShares Core S&P Small-Cap ETF (IJR $118.95)
  • $118.95 P/E (TTM): 49.78X Cap: $86.06B
  • View IJR Profile
  • View Questions on IJR

Q: Please give me your top three US equity ETF picks, for an aggressive investor, for the next 12-18 months.

Thanks.

Upvote 5

Read Answer Asked by Karim on June 24, 2024

• Electronic Arts Inc. (EA $168.06)
  • $168.06 P/E (TTM): 42.16X Cap: $42.18B
  • View EA Profile
  • View Questions on EA
• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH
• Uber Technologies Inc. (UBER $94.36)
  • $94.36 P/E (TTM): 15.94X Cap: $189.75B
  • View UBER Profile
  • View Questions on UBER
• iShares Core S&P Small-Cap ETF (IJR $118.95)
  • $118.95 P/E (TTM): 49.78X Cap: $86.06B
  • View IJR Profile
  • View Questions on IJR

Q: I have held EA for almost five years, and it has only gone up 8% in all that time. My son is a gamer and said that other than F1, all the games he plays are made by other video game makers. So, I am thinking of selling and either adding to my IRJ (small caps) position or starting a new position in IJH (mid caps). Do you see much potential in EA? Am I too late to buy IJH? My other thought was maybe Uber? Everyone seems to use Uber these days. Thank you.

Upvote 2

Read Answer Asked by Kim on June 18, 2024

• Apple Inc. (AAPL $237.88)
  • $237.88 P/E (TTM): 36.37X Cap: $3.55T
  • View AAPL Profile
  • View Questions on AAPL
• Microsoft Corporation (MSFT $498.20)
  • $498.20 P/E (TTM): 36.29X Cap: $3.67T
  • View MSFT Profile
  • View Questions on MSFT
• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH
• Vanguard Information Technology ETF (VGT $704.92)
  • $704.92 P/E (TTM): 32.97X Cap: $94.39B
  • View VGT Profile
  • View Questions on VGT
• First Trust NASDAQ-100 Technology Sector Index Fd (QTEC $216.59)
  • $216.59 P/E (TTM): 107.71X Cap: $2.70B
  • View QTEC Profile
  • View Questions on QTEC

Q: I currently own the VGT etf and would like to buy another technology etf but one that does not have apple and microsoft as the main holdings. What are my options?

Upvote 4

Read Answer Asked by James on April 25, 2024

• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH
• TD U.S. Mid-Cap Growth Fund - D Series (TDB3093 $22.40)
  • $22.40 P/E (TTM): 23.1X Cap: $159M
  • View TDB3093 Profile
  • View Questions on TDB3093

Q: Would you suggest an ETF for US-Midcap only (in $USD and/or $CDN).
I already have VB for SmallCap, TDB3093 for MidCap, SPY and QQQ. Too much overlap? Thanks.

Upvote 1

Read Answer Asked by Denise on March 05, 2024

• iShares Core S&P Mid-Cap ETF (IJH $66.05)
  • $66.05 P/E (TTM): 48.18X Cap: $101.35B
  • View IJH Profile
  • View Questions on IJH
• Vanguard Mid-Cap ETF (VO $289.98)
  • $289.98 P/E (TTM): 22.62X Cap: $83.36B
  • View VO Profile
  • View Questions on VO

Q: Hi folks
Thankfully I bought VO and not IJH. IJH is down 79% today at 3pm (Thurs). Why???
Much thanks

Upvote 1

Read Answer Asked by El-ann on February 22, 2024