Investment Q&A

• BMO Equal Weight Industrials Index ETF (ZIN $52.90)
  • $52.90 P/E (TTM): 20.48X Cap: $48M
  • View ZIN Profile
  • View Questions on ZIN
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI
• iShares Global Industrials ETF (EXI $181.01)
  • $181.01 P/E (TTM): 23.5X Cap: $1.17B
  • View EXI Profile
  • View Questions on EXI
• Select STOXX Europe Aerospace & Defense ETF (EUAD $40.74)
  • $40.74 P/E (TTM): 211.93X Cap: $1.18B
  • View EUAD Profile
  • View Questions on EUAD

Q: What ETFs do you like in the industrial, manufacturing space in CAD? Please provide for 1} Canada 2] USA and 3 } outside North America.

Thank you

Paul

Upvote 4

Read Answer Asked by paul on February 10, 2026

• BMO S&P 500 Index ETF (ZSP $99.37)
  • $99.37 P/E (TTM): 25.8X Cap: $20.03B
  • View ZSP Profile
  • View Questions on ZSP
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.07)
  • $43.07 P/E (TTM): 16.81X Cap: $1.12B
  • View CDZ Profile
  • View Questions on CDZ
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.89)
  • $101.89 Cap: $2.22B
  • View VGG Profile
  • View Questions on VGG
• State Street Financial Select Sector SPDR ETF (XLF $49.37)
  • $49.37 P/E (TTM): 16.77X Cap: $48.46B
  • View XLF Profile
  • View Questions on XLF
• State Street Consumer Staples Select Sector SPDR ETF (XLP $81.98)
  • $81.98 P/E (TTM): 24.94X Cap: $15.51B
  • View XLP Profile
  • View Questions on XLP
• State Street Health Care Select Sector SPDR ETF (XLV $146.61)
  • $146.61 P/E (TTM): 23.97X Cap: $38.64B
  • View XLV Profile
  • View Questions on XLV
• State Street Technology Select Sector SPDR ETF (XLK $132.90)
  • $132.90 P/E (TTM): 39.24X Cap: $84.02B
  • View XLK Profile
  • View Questions on XLK
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI
• State Street Communication Services Select Sector SPDR ETF (XLC $110.86)
  • $110.86 P/E (TTM): 15.23X Cap: $23.49B
  • View XLC Profile
  • View Questions on XLC
• BMO Nasdaq 100 Equity Index ETF (ZNQ $106.65)
  • $106.65 P/E (TTM): 32.57X Cap: $1.68B
  • View ZNQ Profile
  • View Questions on ZNQ

Q: I am coming into a $50,000 gift from aging parents, and would like to invest for my 10 month old son’s education. I want long term growth until he needs the money (probably 18 years or so). Would you recommend 100% ZSP or some other ETF? Also, should I buy in one shot as soon as I have the money ?

Upvote 12

Read Answer Asked by John on July 25, 2025

• United Rentals Inc. (URI $728.56)
  • $728.56 P/E (TTM): 18.96X Cap: $44.89B
  • View URI Profile
  • View Questions on URI
• iShares U.S. Aerospace & Defense ETF (ITA $218.75)
  • $218.75 P/E (TTM): 20.14X Cap: $12.90B
  • View ITA Profile
  • View Questions on ITA
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI
• Trane Technologies plc (TT $416.74)
  • $416.74 P/E (TTM): 32.74X Cap: $89.40B
  • View TT Profile
  • View Questions on TT
• RTX Corporation (RTX $192.90)
  • $192.90 P/E (TTM): 39.28X Cap: $251.89B
  • View RTX Profile
  • View Questions on RTX

Q: Good Afternoon,

After reading the recent report updates, I followed 5i and sold my share in ATS. Besides some shares in AC, I have very little exposure to industrials. Just looking for advice on U.S. or Canadian industrial share(s) I should consider. Any ETFs?

Regards,

Ryan

Upvote 5

Read Answer Asked by Ryan on July 21, 2025

• iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $54.22)
  • $54.22 P/E (TTM): 33.95X Cap: $51M
  • View XCD Profile
  • View Questions on XCD
• BMO Equal Weight Utilities Index ETF (ZUT $28.89)
  • $28.89 P/E (TTM): 20.46X Cap: $856M
  • View ZUT Profile
  • View Questions on ZUT
• INVESCO QQQ Trust (QQQ $577.18)
  • $577.18 P/E (TTM): 33.2X Cap: $360.25B
  • View QQQ Profile
  • View Questions on QQQ
• Vanguard Information Technology ETF (VGT $697.72)
  • $697.72 P/E (TTM): 36.76X Cap: $112.09B
  • View VGT Profile
  • View Questions on VGT
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI

Q: Have had XCD for years and done ok. I’m looking to trim/replace on theory consumer spending is not as robust and there are etfs in better sectors going forward. Can you name a few sectors and best etfs that will be better performers going forward.

Upvote 3

Read Answer Asked by Craig on July 08, 2025

• Vanguard Industrials ETF (VIS $312.22)
  • $312.22 P/E (TTM): 23.26X Cap: $7.68B
  • View VIS Profile
  • View Questions on VIS
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI
• iShares Global Industrials ETF (EXI $181.01)
  • $181.01 P/E (TTM): 23.5X Cap: $1.17B
  • View EXI Profile
  • View Questions on EXI

Q: I hold both Xli and Vis in my rrif. Is there a us industrial etf which you favour? I would hope for some stability with growth. I would prefer to have only one ie merge the above , but am open to suggestions. Thanks very much
Tom

Upvote 1

Read Answer Asked by Tom on January 29, 2025

• Vanguard Real Estate Index Fund ETF (VNQ $88.70)
  • $88.70 P/E (TTM): 32.85X Cap: $37.73B
  • View VNQ Profile
  • View Questions on VNQ
• Vanguard Materials ETF (VAW $225.34)
  • $225.34 P/E (TTM): 21.72X Cap: $3.29B
  • View VAW Profile
  • View Questions on VAW
• State Street Financial Select Sector SPDR ETF (XLF $49.37)
  • $49.37 P/E (TTM): 16.77X Cap: $48.46B
  • View XLF Profile
  • View Questions on XLF
• State Street Consumer Staples Select Sector SPDR ETF (XLP $81.98)
  • $81.98 P/E (TTM): 24.94X Cap: $15.51B
  • View XLP Profile
  • View Questions on XLP
• State Street Health Care Select Sector SPDR ETF (XLV $146.61)
  • $146.61 P/E (TTM): 23.97X Cap: $38.64B
  • View XLV Profile
  • View Questions on XLV
• State Street Technology Select Sector SPDR ETF (XLK $132.90)
  • $132.90 P/E (TTM): 39.24X Cap: $84.02B
  • View XLK Profile
  • View Questions on XLK
• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $108.98)
  • $108.98 P/E (TTM): 34.95X Cap: $21.51B
  • View XLY Profile
  • View Questions on XLY
• State Street Utilities Select Sector SPDR ETF (XLU $45.89)
  • $45.89 P/E (TTM): 23.28X Cap: $24.31B
  • View XLU Profile
  • View Questions on XLU
• Vanguard Energy ETF (VDE $173.04)
  • $173.04 P/E (TTM): 16.96X Cap: $9.02B
  • View VDE Profile
  • View Questions on VDE
• State Street Materials Select Sector SPDR ETF (XLB $49.97)
  • $49.97 P/E (TTM): 26.04X Cap: $6.24B
  • View XLB Profile
  • View Questions on XLB
• State Street Energy Select Sector SPDR ETF (XLE $61.26)
  • $61.26 P/E (TTM): 17.33X Cap: $43.42B
  • View XLE Profile
  • View Questions on XLE
• Vanguard Information Technology ETF (VGT $697.72)
  • $697.72 P/E (TTM): 36.76X Cap: $112.09B
  • View VGT Profile
  • View Questions on VGT
• Vanguard Health Care ETF (VHT $272.33)
  • $272.33 P/E (TTM): 24.74X Cap: $17.72B
  • View VHT Profile
  • View Questions on VHT
• Vanguard Industrials ETF (VIS $312.22)
  • $312.22 P/E (TTM): 23.26X Cap: $7.68B
  • View VIS Profile
  • View Questions on VIS
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI
• iShares U.S. Telecommunications ETF (IYZ $39.32)
  • $39.32 P/E (TTM): 13.84X Cap: $785M
  • View IYZ Profile
  • View Questions on IYZ
• Vanguard Financials ETF (VFH $120.81)
  • $120.81 P/E (TTM): 16.37X Cap: $13.11B
  • View VFH Profile
  • View Questions on VFH
• Vanguard Consumer Staples ETF (VDC $224.59)
  • $224.59 P/E (TTM): 23.23X Cap: $8.43B
  • View VDC Profile
  • View Questions on VDC
• Vanguard Utilities ETF (VPU $198.14)
  • $198.14 P/E (TTM): 23.06X Cap: $8.92B
  • View VPU Profile
  • View Questions on VPU
• State Street Real Estate Select Sector SPDR ETF (XLRE $40.83)
  • $40.83 P/E (TTM): 34.52X Cap: $7.33B
  • View XLRE Profile
  • View Questions on XLRE
• Vanguard Consumer Discretionary ETF (VCR $359.03)
  • $359.03 P/E (TTM): 29.31X Cap: $6.25B
  • View VCR Profile
  • View Questions on VCR

Q: Which sector ETFs would you recommend. Please give 1-2 for each sector and reasons why you would like them.

Thanks.

Upvote 22

Read Answer Asked by Federico on November 18, 2024

• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI
• iShares U.S. Infrastructure ETF (IFRA $57.20)
  • $57.20 P/E (TTM): 20.72X Cap: $3.71B
  • View IFRA Profile
  • View Questions on IFRA

Q: Please advise if there is overlap and is it okay to hold both (IFRA & XLI) ETF. Plus which one would you benefit under Trump administration. If only one needs to hold which one would you recommend

Thanks for the great advice

Upvote 1

Read Answer Asked by Hector on November 14, 2024

• iShares U.S. Aerospace & Defense ETF (ITA $218.75)
  • $218.75 P/E (TTM): 20.14X Cap: $12.90B
  • View ITA Profile
  • View Questions on ITA
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI

Q: Good afternoon,
I have a full position in ITA, would a switch to XLI which has 22% Aerospace & Defense be wise at this juncture for the added diversification while still having defense stock exposure or do you see defense outperforming?

Upvote 3

Read Answer Asked by Craig on November 11, 2024

• State Street Financial Select Sector SPDR ETF (XLF $49.37)
  • $49.37 P/E (TTM): 16.77X Cap: $48.46B
  • View XLF Profile
  • View Questions on XLF
• State Street SPDR S&P Regional Banking ETF (KRE $65.15)
  • $65.15 P/E (TTM): 13.17X Cap: $3.75B
  • View KRE Profile
  • View Questions on KRE
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI
• State Street SPDR S&P Insurance ETF (KIE $55.00)
  • $55.00 P/E (TTM): 12.91X Cap: $424M
  • View KIE Profile
  • View Questions on KIE
• ESS U.S.Global Jets ETF (JETS $24.63)
  • $24.63 P/E (TTM): 13.72X Cap: $627M
  • View JETS Profile
  • View Questions on JETS

Q: We are seeing the beginnings of a Trump bounce. If you had money on the sidelines would you put it to work ASAP or wait a bit now, having missed this initial move I mean. Secondly, aside from defense, oil and gas and orange make-up manufacturers, what sectors would you target, if any for the near term. Finally how does that translate into specific ETFs that might outperform over the next couple of years. Thankyou.

Upvote 7

Read Answer Asked by Alex on November 06, 2024

• State Street Financial Select Sector SPDR ETF (XLF $49.37)
  • $49.37 P/E (TTM): 16.77X Cap: $48.46B
  • View XLF Profile
  • View Questions on XLF
• State Street Health Care Select Sector SPDR ETF (XLV $146.61)
  • $146.61 P/E (TTM): 23.97X Cap: $38.64B
  • View XLV Profile
  • View Questions on XLV
• State Street Technology Select Sector SPDR ETF (XLK $132.90)
  • $132.90 P/E (TTM): 39.24X Cap: $84.02B
  • View XLK Profile
  • View Questions on XLK
• Invesco Solar ETF (TAN $55.71)
  • $55.71 P/E (TTM): 21.93X Cap: $1.49B
  • View TAN Profile
  • View Questions on TAN
• iShares U.S. Aerospace & Defense ETF (ITA $218.75)
  • $218.75 P/E (TTM): 20.14X Cap: $12.90B
  • View ITA Profile
  • View Questions on ITA
• VanEck Oil Services ETF (OIH $404.21)
  • $404.21 P/E (TTM): 15.15X Cap: $2.38B
  • View OIH Profile
  • View Questions on OIH
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI
• Invesco WilderHill Clean Energy ETF (PBW $31.58)
  • $31.58 P/E (TTM): 23.03X Cap: $461M
  • View PBW Profile
  • View Questions on PBW
• State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP $181.83)
  • $181.83 P/E (TTM): 15.39X Cap: $3.50B
  • View XOP Profile
  • View Questions on XOP
• VanEck Agribusiness ETF (MOO $84.50)
  • $84.50 P/E (TTM): 22.93X Cap: $1.09B
  • View MOO Profile
  • View Questions on MOO

Q: Morning. As always your analysis is greatly appreciated.

Are there any generalizations you have on what sectors would benefit from a Harris win in the US election and what sectors would not benefit from a Harris win. I assume the answers would be opposite for a Trump win.

Upvote 9

Read Answer Asked by Dave on October 25, 2024

• BMO Equal Weight Industrials Index ETF (ZIN $52.90)
  • $52.90 P/E (TTM): 20.48X Cap: $48M
  • View ZIN Profile
  • View Questions on ZIN
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $63.36)
  • $63.36 P/E (TTM): 54.87X Cap: $652M
  • View XIT Profile
  • View Questions on XIT
• iShares S&P/TSX Capped Utilities Index ETF (XUT $35.18)
  • $35.18 P/E (TTM): 17.47X Cap: $503M
  • View XUT Profile
  • View Questions on XUT
• State Street Health Care Select Sector SPDR ETF (XLV $146.61)
  • $146.61 P/E (TTM): 23.97X Cap: $38.64B
  • View XLV Profile
  • View Questions on XLV
• State Street Technology Select Sector SPDR ETF (XLK $132.90)
  • $132.90 P/E (TTM): 39.24X Cap: $84.02B
  • View XLK Profile
  • View Questions on XLK
• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $108.98)
  • $108.98 P/E (TTM): 34.95X Cap: $21.51B
  • View XLY Profile
  • View Questions on XLY
• State Street Utilities Select Sector SPDR ETF (XLU $45.89)
  • $45.89 P/E (TTM): 23.28X Cap: $24.31B
  • View XLU Profile
  • View Questions on XLU
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI

Q: What 5 market industry sectors do you recommend for investing in now, ranked in descending order, in the USA, for ETFs that will yield 10% per year including both dividends and capital appreciation please? Same question for ETFs in Canada please?

Upvote 8

Read Answer Asked by Ron on August 26, 2024

• BMO Equal Weight Industrials Index ETF (ZIN $52.90)
  • $52.90 P/E (TTM): 20.48X Cap: $48M
  • View ZIN Profile
  • View Questions on ZIN
• iShares S&P/TSX Capped Information Technology Index ETF (XIT $63.36)
  • $63.36 P/E (TTM): 54.87X Cap: $652M
  • View XIT Profile
  • View Questions on XIT
• iShares S&P/TSX SmallCap Index ETF (XCS $34.04)
  • $34.04 P/E (TTM): 15.16X Cap: $224M
  • View XCS Profile
  • View Questions on XCS
• State Street Technology Select Sector SPDR ETF (XLK $132.90)
  • $132.90 P/E (TTM): 39.24X Cap: $84.02B
  • View XLK Profile
  • View Questions on XLK
• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $108.98)
  • $108.98 P/E (TTM): 34.95X Cap: $21.51B
  • View XLY Profile
  • View Questions on XLY
• iShares Core S&P Mid-Cap ETF (IJH $67.53)
  • $67.53 P/E (TTM): 19.82X Cap: $103.16B
  • View IJH Profile
  • View Questions on IJH
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI
• iShares Russell 1000 Growth ETF (IWF $426.40)
  • $426.40 P/E (TTM): 35.06X Cap: $111.52B
  • View IWF Profile
  • View Questions on IWF
• Vanguard Growth ETF (VUG $436.79)
  • $436.79 P/E (TTM): 36.5X Cap: $195.15B
  • View VUG Profile
  • View Questions on VUG
• iShares Core S&P Small-Cap ETF (IJR $124.31)
  • $124.31 P/E (TTM): 17.5X Cap: $92.07B
  • 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 Global Industrials Index ETF(CAD-Hedged) (XGI $64.07)
  • $64.07 P/E (TTM): 27.98X Cap: $138M
  • View XGI Profile
  • View Questions on XGI
• iShares U.S. Industrials ETF (IYJ $147.54)
  • $147.54 P/E (TTM): 25.03X Cap: $2.01B
  • View IYJ Profile
  • View Questions on IYJ
• Vanguard Industrials ETF (VIS $312.22)
  • $312.22 P/E (TTM): 23.26X Cap: $7.68B
  • View VIS Profile
  • View Questions on VIS
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI

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 S&P/TSX Capped Financials Index ETF (XFN $76.09)
  • $76.09 P/E (TTM): 14.28X Cap: $1.94B
  • View XFN Profile
  • View Questions on XFN
• iShares S&P/TSX Capped Energy Index ETF (XEG $27.11)
  • $27.11 P/E (TTM): 12.58X Cap: $2.33B
  • View XEG Profile
  • View Questions on XEG
• iShares S&P/TSX Capped Materials Index ETF (XMA $46.03)
  • $46.03 P/E (TTM): 31.72X Cap: $704M
  • View XMA Profile
  • View Questions on XMA
• iShares S&P/TSX Capped REIT Index ETF (XRE $15.43)
  • $15.43 P/E (TTM): 63.09X Cap: $1.07B
  • View XRE Profile
  • View Questions on XRE
• State Street Consumer Staples Select Sector SPDR ETF (XLP $81.98)
  • $81.98 P/E (TTM): 24.94X Cap: $15.51B
  • View XLP Profile
  • View Questions on XLP
• State Street Health Care Select Sector SPDR ETF (XLV $146.61)
  • $146.61 P/E (TTM): 23.97X Cap: $38.64B
  • View XLV Profile
  • View Questions on XLV
• State Street Technology Select Sector SPDR ETF (XLK $132.90)
  • $132.90 P/E (TTM): 39.24X Cap: $84.02B
  • View XLK Profile
  • View Questions on XLK
• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $108.98)
  • $108.98 P/E (TTM): 34.95X Cap: $21.51B
  • View XLY Profile
  • View Questions on XLY
• State Street Utilities Select Sector SPDR ETF (XLU $45.89)
  • $45.89 P/E (TTM): 23.28X Cap: $24.31B
  • View XLU Profile
  • View Questions on XLU
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI
• State Street Communication Services Select Sector SPDR ETF (XLC $110.86)
  • $110.86 P/E (TTM): 15.23X Cap: $23.49B
  • View XLC Profile
  • View Questions on XLC

Q: Hi Group can you make me a list of 10 best (sleep at night)ETFs (one for each sector) c/w 5 year dividend % . I want to buy them and forget about trading or sell foe the next 10 yrs. Can be US or Cad ...Thanks

Upvote 17

Read Answer Asked by Terence on March 27, 2024

• BMO MSCI Emerging Markets Index ETF (ZEM $28.43)
  • $28.43 P/E (TTM): 5.76X Cap: $2.78B
  • View ZEM Profile
  • View Questions on ZEM
• iShares Core MSCI EAFE IMI Index ETF (XEF $47.39)
  • $47.39 P/E (TTM): 23.12X Cap: $18.50B
  • View XEF Profile
  • View Questions on XEF
• iShares MSCI Emerging Markets Index ETF (XEM $43.54)
  • $43.54 P/E (TTM): 0.38X Cap: $324M
  • View XEM Profile
  • View Questions on XEM
• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $46.76)
  • $46.76 P/E (TTM): 17.88X Cap: $620M
  • View XSU Profile
  • View Questions on XSU
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.21)
  • $45.21 P/E (TTM): 6.04X Cap: $3.67B
  • View VEE Profile
  • View Questions on VEE
• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $108.98)
  • $108.98 P/E (TTM): 34.95X Cap: $21.51B
  • View XLY Profile
  • View Questions on XLY
• iShares U.S. Industrials ETF (IYJ $147.54)
  • $147.54 P/E (TTM): 25.03X Cap: $2.01B
  • View IYJ Profile
  • View Questions on IYJ
• Vanguard Industrials ETF (VIS $312.22)
  • $312.22 P/E (TTM): 23.26X Cap: $7.68B
  • View VIS Profile
  • View Questions on VIS
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI
• iShares Russell 2000 ETF (IWM $248.00)
  • $248.00 P/E (TTM): 17.63X Cap: $68B
  • View IWM Profile
  • View Questions on IWM
• iShares Core S&P Small-Cap ETF (IJR $124.31)
  • $124.31 P/E (TTM): 17.5X Cap: $92.07B
  • View IJR Profile
  • View Questions on IJR

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 $147.54)
  • $147.54 P/E (TTM): 25.03X Cap: $2.01B
  • View IYJ Profile
  • View Questions on IYJ
• Vanguard Industrials ETF (VIS $312.22)
  • $312.22 P/E (TTM): 23.26X Cap: $7.68B
  • View VIS Profile
  • View Questions on VIS
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • 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 $42.90)
  • $42.90 P/E (TTM): 31.9X Cap: $1.76B
  • View XIN Profile
  • View Questions on XIN
• Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $49.25)
  • $49.25 P/E (TTM): 11.83X Cap: $784M
  • View VI Profile
  • View Questions on VI
• iShares U.S. Industrials ETF (IYJ $147.54)
  • $147.54 P/E (TTM): 25.03X Cap: $2.01B
  • View IYJ Profile
  • View Questions on IYJ
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • 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 S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $54.22)
  • $54.22 P/E (TTM): 33.95X Cap: $51M
  • View XCD Profile
  • View Questions on XCD
• BMO Equal Weight Utilities Index ETF (ZUT $28.89)
  • $28.89 P/E (TTM): 20.46X Cap: $856M
  • View ZUT Profile
  • View Questions on ZUT
• BMO Equal Weight Oil & Gas Index ETF (ZEO $104.35)
  • $104.35 P/E (TTM): 17.14X Cap: $341M
  • View ZEO Profile
  • View Questions on ZEO
• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $67.48)
  • $67.48 P/E (TTM): 26.33X Cap: $499M
  • View XHC Profile
  • View Questions on XHC
• iShares S&P/TSX Capped REIT Index ETF (XRE $15.43)
  • $15.43 P/E (TTM): 63.09X Cap: $1.07B
  • View XRE Profile
  • View Questions on XRE
• iShares S&P/TSX Capped Utilities Index ETF (XUT $35.18)
  • $35.18 P/E (TTM): 17.47X Cap: $503M
  • View XUT Profile
  • View Questions on XUT
• Vanguard Real Estate Index Fund ETF (VNQ $88.70)
  • $88.70 P/E (TTM): 32.85X Cap: $37.73B
  • View VNQ Profile
  • View Questions on VNQ
• iShares Global Healthcare ETF (IXJ $93.54)
  • $93.54 P/E (TTM): 26.33X Cap: $3.55B
  • View IXJ Profile
  • View Questions on IXJ
• State Street Financial Select Sector SPDR ETF (XLF $49.37)
  • $49.37 P/E (TTM): 16.77X Cap: $48.46B
  • View XLF Profile
  • View Questions on XLF
• State Street Materials Select Sector SPDR ETF (XLB $49.97)
  • $49.97 P/E (TTM): 26.04X Cap: $6.24B
  • View XLB Profile
  • View Questions on XLB
• Vanguard Information Technology ETF (VGT $697.72)
  • $697.72 P/E (TTM): 36.76X Cap: $112.09B
  • View VGT Profile
  • View Questions on VGT
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI
• TD Global Technology Leaders Index ETF (TEC $48.19)
  • $48.19 P/E (TTM): 31.1X Cap: $3.13B
  • View TEC Profile
  • View Questions on TEC
• iShares Global Comm Services ETF (IXP $114.86)
  • $114.86 P/E (TTM): 19.41X Cap: $573M
  • View IXP Profile
  • View Questions on IXP

Q: Could you pls provide ETFs for dividend and capital growth over the next 12 months for each of:
Communications Services, Consumer Discretionary, Consumer Staples, Energy, Financial, Health Care, Industrials, Information Technology, Materials, Real Estate, and Utilities?

Upvote 0

Read Answer Asked by Ron on June 19, 2023

• Toronto-Dominion Bank (The) (TD $129.92)
  • $129.92 P/E (TTM): 10.28X Cap: $216.81B
  • View TD Profile
  • View Questions on TD
• Stantec Inc. (STN $120.26)
  • $120.26 P/E (TTM): 28.74X Cap: $13.44B
  • View STN Profile
  • View Questions on STN
  • View Reports on STN
• BRP Inc. Subordinate Voting Shares (DOO $100.00)
  • $100.00 Cap: $6.98B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Alimentation Couche-Tard Inc. (ATD $78.85)
  • $78.85 P/E (TTM): 21.11X Cap: $71.16B
  • View ATD Profile
  • View Questions on ATD
• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.57)
  • $36.57 P/E (TTM): 20.77X Cap: $860M
  • View GDI Profile
  • View Questions on GDI
  • View Reports on GDI
• EQB Inc. (EQB $111.48)
  • $111.48 P/E (TTM): 18.49X Cap: $4.08B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• State Street Financial Select Sector SPDR ETF (XLF $49.37)
  • $49.37 P/E (TTM): 16.77X Cap: $48.46B
  • View XLF Profile
  • View Questions on XLF
• Aritzia Inc. Subordinate Voting Shares (ATZ $113.52)
  • $113.52 Cap: $13.10B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $108.98)
  • $108.98 P/E (TTM): 34.95X Cap: $21.51B
  • View XLY Profile
  • View Questions on XLY
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI

Q: I'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?

Upvote 1

Read Answer Asked by Mark on June 13, 2023

• BMO Equal Weight Industrials Index ETF (ZIN $52.90)
  • $52.90 P/E (TTM): 20.48X Cap: $48M
  • View ZIN Profile
  • View Questions on ZIN
• State Street Industrial Select Sector SPDR ETF (XLI $161.73)
  • $161.73 P/E (TTM): 26.42X Cap: $27.22B
  • View XLI Profile
  • View Questions on XLI
• iShares Global Industrials ETF (EXI $181.01)
  • $181.01 P/E (TTM): 23.5X Cap: $1.17B
  • View EXI Profile
  • View Questions on EXI

Q: Can you recommend US Industrial ETF-$US or CAD - or both?
Thanks jerry

Upvote 0

Read Answer Asked by jery on April 27, 2023