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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.

BMO Covered Call Utilities ETF (ZWU $11.29)
- $11.29 P/E (TTM): 18.8X Cap: $1.91B
- View ZWU Profile
- View Questions on ZWU
BMO Low Volatility Canadian Equity ETF (ZLB $55.39)
- $55.39 P/E (TTM): 16.96X Cap: $5.32B
- View ZLB Profile
- View Questions on ZLB
BMO US Dividend ETF (ZDY $50.05)
- $50.05 P/E (TTM): 20.74X Cap: $691M
- View ZDY Profile
- View Questions on ZDY
BMO US High Dividend Covered Call ETF (ZWH $24.85)
- $24.85 P/E (TTM): 19.44X Cap: $1.07B
- View ZWH Profile
- View Questions on ZWH
Global X Active Canadian Dividend ETF (HAL $24.93)
- $24.93 P/E (TTM): 14.93X Cap: $113M
- View HAL Profile
- View Questions on HAL
CI Health Care Giants Covered Call ETF (FHI $10.43)
- $10.43 P/E (TTM): 20.42X Cap: $102M
- View FHI Profile
- View Questions on FHI
Hamilton Enhanced Canadian Bank ETF (HCAL $32.65)
- $32.65 P/E (TTM): 11.55X Cap: $710M
- View HCAL Profile
- View Questions on HCAL

Q: I have the above ETF,s in my TFSA in roughly equal weights along with a number of stocks. Is there sugnifcat any over lap here? Where would add first or all equaly? I know your not a fan of covered call ETSs. Any suggested changes or additions?

Read Answer Asked by Henry on November 23, 2022

BMO Covered Call Utilities ETF (ZWU $11.29)
- $11.29 P/E (TTM): 18.8X Cap: $1.91B
- View ZWU Profile
- View Questions on ZWU
BMO Low Volatility Canadian Equity ETF (ZLB $55.39)
- $55.39 P/E (TTM): 16.96X Cap: $5.32B
- View ZLB Profile
- View Questions on ZLB
BMO US Dividend ETF (ZDY $50.05)
- $50.05 P/E (TTM): 20.74X Cap: $691M
- View ZDY Profile
- View Questions on ZDY
BMO US High Dividend Covered Call ETF (ZWH $24.85)
- $24.85 P/E (TTM): 19.44X Cap: $1.07B
- View ZWH Profile
- View Questions on ZWH
Global X Active Canadian Dividend ETF (HAL $24.93)
- $24.93 P/E (TTM): 14.93X Cap: $113M
- View HAL Profile
- View Questions on HAL
iShares S&P/TSX Capped Energy Index ETF (XEG $18.31)
- $18.31 P/E (TTM): 1.62X Cap: $1.31B
- View XEG Profile
- View Questions on XEG
CI Health Care Giants Covered Call ETF (FHI $10.43)
- $10.43 P/E (TTM): 20.42X Cap: $102M
- View FHI Profile
- View Questions on FHI
Hamilton Enhanced Canadian Bank ETF (HCAL $32.65)
- $32.65 P/E (TTM): 11.55X Cap: $710M
- View HCAL Profile
- View Questions on HCAL

Q: I have the above in my TFSA along with 5 individual stocks currently.
Any gapes or duplication in the ETFs, Should I just add to each equally with any new contributions to an approx 10-12 % weighting for all and thereafter considerate on individual stocks for more growth torque.

Read Answer Asked by Henry on June 17, 2022

Harvest Healthcare Leaders Income ETF (HHL $7.38)
- $7.38 P/E (TTM): 23.19X Cap: $1.57B
- View HHL Profile
- View Questions on HHL
CI Health Care Giants Covered Call ETF (FHI $10.43)
- $10.43 P/E (TTM): 20.42X Cap: $102M
- View FHI Profile
- View Questions on FHI
Evolve Global Healthcare Enhanced Yield Fund (LIFE $18.60)
- $18.60 P/E (TTM): 27.54X Cap: $227M
- View LIFE Profile
- View Questions on LIFE

Q: What portion of FHI distribution is return of capital? What would be your order of choice among LIFE; FHI; and HHL ?

Read Answer Asked by Terry on December 14, 2020

CI Health Care Giants Covered Call ETF (FHI $10.43)
- $10.43 P/E (TTM): 20.42X Cap: $102M
- View FHI Profile
- View Questions on FHI

Q: This seems to be a reasonably good way to play the major healthcare industry. I am not sure how the covered call aspect of this ETF would play in a rising market, i.e. is it the same as the tech industry, where a covered call aspect would act as a drag on the performance. Your thoughts please.

Thanks, David

Read Answer Asked by david on August 15, 2019

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