Q: VUG seems to have out performed VOO over the years. Is there an argument for VOO over VUG if one just wanted to own just one ETF.
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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.
- Vanguard S&P 500 ETF (VOO)
- Vanguard Dividend Appreciation FTF (VIG)
- Vanguard Total Stock Market ETF (VTI)
- Vanguard Growth ETF (VUG)
- Vanguard Value ETF (VTV)
Q: My daughter is just starting out with a RRSP account. She has some VDY and we would like a suggestion of 5 or 6 non Canadian Vanguard funds
- Regeneron Pharmaceuticals Inc. (REGN)
- Eli Lilly and Company (LLY)
- iShares Russell 1000 Growth ETF (IWF)
- Vanguard Growth ETF (VUG)
- First Trust NASDAQ-100 Equal Weighted Index Fund (QQEW)
Q: Can you suggest some growth ETFs (not necessarily healthcare ) which hold Eli and or REGN please?
- iShares Russell 2000 Growth ETF (IWO)
- iShares Russell 2000 ETF (IWM)
- Vanguard Growth ETF (VUG)
- Vanguard Small Cap Value ETF (VBR)
- Vanguard Small Cap Growth ETF (VBK)
Q: Dear Peter et al:
This is more of big picture and history based question even though I am old enough know that the past performance doesn't mean anything going forward!
Has there been a period when Small cap growth or value stocks outperformed the Large caps growth/value during deflation/stagflation, recession with with a capital R or a lower case r, or even in a nominal sideways market? Do you see such a scenario evolving in 2024/2025? If so what are the ETFs that one could employ to benefit from such a scenario? Lightening up the large caps and switching to small caps for a year or two , is this a good strategy going forward?
I have included some of the ETFs that you are fond of from your Q&A. However feel free to add or delete!
Many thanks.
Mano
This is more of big picture and history based question even though I am old enough know that the past performance doesn't mean anything going forward!
Has there been a period when Small cap growth or value stocks outperformed the Large caps growth/value during deflation/stagflation, recession with with a capital R or a lower case r, or even in a nominal sideways market? Do you see such a scenario evolving in 2024/2025? If so what are the ETFs that one could employ to benefit from such a scenario? Lightening up the large caps and switching to small caps for a year or two , is this a good strategy going forward?
I have included some of the ETFs that you are fond of from your Q&A. However feel free to add or delete!
Many thanks.
Mano
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- iShares Core S&P Mid-Cap ETF (IJH)
- Vanguard Growth ETF (VUG)
- iShares Core S&P Small-Cap ETF (IJR)
Q: My son, 25, recently married and working in USA, has just begun contributing to ROTH IRA matched by employer and looking for advice on on initiating investment in top 4-6 etf's to achieve long term gains with appropriate market diversification. Also, could you please suggest weightings for each considering moderate to high risk tolerance? Thanks so much. Tony
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
- Vanguard S&P 500 Index ETF (VFV)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- Vanguard Balanced ETF Portfolio (VBAL)
- Vanguard Growth ETF (VUG)
Q: I am close to retiring and have all registered accounts maxed out, but have $200K of non-registered funds to invest, and wondering what recommendation would be. I am leaning for simplicity to spread across a few ETFs to get some balance of growth and dividends. Thoughts/recommendations.
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- iShares Core S&P Mid-Cap ETF (IJH)
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Vanguard High Dividend Yield Indx ETF (VYM)
- Vanguard Growth ETF (VUG)
- Vanguard Value ETF (VTV)
- iShares Core S&P Small-Cap ETF (IJR)
Q: If you were to build a portfolio of just ETFs, what 6-8 would you select? Maybe ignore Canada for this scenario as I have plenty of individual positions I'm quite happy with.
- iShares Russell 2000 Growth ETF (IWO)
- Vanguard S&P 500 ETF (VOO)
- Vanguard Dividend Appreciation FTF (VIG)
- iShares Core S&P Mid-Cap ETF (IJH)
- Vanguard Growth ETF (VUG)
- Vanguard Small Cap Value ETF (VBR)
- Vanguard Mid-Cap Growth ETF (VOT)
- Vanguard Value ETF (VTV)
- iShares Core S&P Small-Cap ETF (IJR)
- Vanguard Small Cap Growth ETF (VBK)
- IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: Hi team,
I currently have IWO as a core holding. I would like to change to a more concentrated ETF holding either in small or mid cap US. With so many different factors to choose from such as large/medium/small cap, dividend/value/growth/blend, current valuations, etc... and looking at past returns over various time periods, how does one choose the best ETF to invest in going forward now? I would consider all these ETF's to be high quality and obviously no one knows what the range of future returns will be. With small/mid cap underperforming lately vs large cap, would you place your bets on that spread closing over time? I'm comfortable with volatility and have a long term time horizon (+15yrs). How would you rank these going forward for best risk adjusted returns?
Thank you!
I currently have IWO as a core holding. I would like to change to a more concentrated ETF holding either in small or mid cap US. With so many different factors to choose from such as large/medium/small cap, dividend/value/growth/blend, current valuations, etc... and looking at past returns over various time periods, how does one choose the best ETF to invest in going forward now? I would consider all these ETF's to be high quality and obviously no one knows what the range of future returns will be. With small/mid cap underperforming lately vs large cap, would you place your bets on that spread closing over time? I'm comfortable with volatility and have a long term time horizon (+15yrs). How would you rank these going forward for best risk adjusted returns?
Thank you!
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
- Vanguard S&P 500 Index ETF (VFV)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- Vanguard Balanced ETF Portfolio (VBAL)
- Vanguard Growth ETF (VUG)
Q: Hi 5i Team - What would your top 5 ETF's be as I'd like to purchase the best ETF's that you will recommend.
Thx - Doug
Thx - Doug
Q: Saw this on Business Insider. Would you be able to tell me the names of the Index Funds & the one that was up 500%?
A 27-year-old investor who's building a retirement portfolio of $2 million in 8 years shares the 3 index funds he's betting on, including one with an over 500% return in the last 10 years.
Thank you.
A 27-year-old investor who's building a retirement portfolio of $2 million in 8 years shares the 3 index funds he's betting on, including one with an over 500% return in the last 10 years.
Thank you.
- AbbVie Inc. (ABBV)
- Bank of Montreal (BMO)
- TELUS Corporation (T)
- Vanguard Growth ETF (VUG)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I asked this question yesterday but I don't see it in the 'My Questions' section, so I ask again. I want to add a dividend growth company or ETF to my kids RESP with a 5-10 year time horizon. I already have T, BMO, and ABBV in other accounts. What do you recommend from the 5i Research stock and ETF universe as a good buy now with plans to add over time? Thank you.
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard Information Technology ETF (VGT)
- Vanguard Growth ETF (VUG)
- Invesco NASDAQ 100 ETF (QQQM)
Q: Which is the best growth ETF for Canadian to hold long term (15 years+) in a non-registered account in order to maximize returns?
- iShares Russell 2000 Growth ETF (IWO)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard Growth ETF (VUG)
- Vanguard All-Equity ETF Portfolio (VEQT)
Q: Hello:
Child turning 18 later this month. For initial $6500 to TFSA would VEQT be better than US only VFV? Very long time horizon and I never bet against USA!
Other options for long term growth?
thanks,
Child turning 18 later this month. For initial $6500 to TFSA would VEQT be better than US only VFV? Very long time horizon and I never bet against USA!
Other options for long term growth?
thanks,
- Amazon.com Inc. (AMZN)
- Lam Research Corporation (LRCX)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- Vanguard Growth ETF Portfolio (VGRO)
- SVB Financial Group (SIVB)
- Vanguard Growth ETF (VUG)
Q: For a market bottom/rebound, which 6 US growth stocks would you buy (as opposed to value) and would there be any ETFs you would use? Thanks
- iShares Core MSCI All Country World ex Canada Index ETF (XAW)
- S&P 500 ETF TRUST ETF (SPY)
- Vanguard Growth ETF (VUG)
Q: Hi, I appreciate the great work you have been doing to share knowledge.
I am considering the smith manoeuvre and would like to invest about $100K for a start in an etf vs Canadian dividend stocks. I would appreciate if you can share your thoughts on any ETF or ETFs that would be ideal considering the issues with ROC and ACB at tax filing time. I am also considering the importance of geographic diversification, hence the reason that I am not too convinced on going the route of Canadian dividend stocks. I am on the 50% marginal tax bracket and would also like to invest tax efficiently perhaps more towards growth than high dividends.
I look forward to your thoughts.
Thanks
I am considering the smith manoeuvre and would like to invest about $100K for a start in an etf vs Canadian dividend stocks. I would appreciate if you can share your thoughts on any ETF or ETFs that would be ideal considering the issues with ROC and ACB at tax filing time. I am also considering the importance of geographic diversification, hence the reason that I am not too convinced on going the route of Canadian dividend stocks. I am on the 50% marginal tax bracket and would also like to invest tax efficiently perhaps more towards growth than high dividends.
I look forward to your thoughts.
Thanks
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Vanguard Growth ETF (VUG)
Q: I have about 10% of my portfolio in NVDA currently, and am . I have a 20+ year time horizon. Is this too risky of a position to take? Would I be better to put some or all of the money into XQQ, VUG, or GOOG to de-risk and position myself for long term returns?
- iShares Russell 2000 Growth ETF (IWO)
- BMO S&P 500 Index ETF (ZSP)
- iShares Biotechnology ETF (IBB)
- INVESCO QQQ Trust (QQQ)
- iShares Global Financials ETF (IXG)
- iShares U.S. Medical Devices ETF (IHI)
- Vanguard Information Technology ETF (VGT)
- Vanguard Growth ETF (VUG)
- Fidelity MSCI Information Technology Index ETF (FTEC)
Q: FTEC now makes up almost 12% of my portfolio and wondering if you would recommend trimming a bit and investing in an ETF like ARKK? I also hold ZSP which is about 10% of my portfolio now and maybe there is a bit of overlap between the two ETFs? Looking for growth in my RRSP, 10+ years and I don't need any dividends.
Do you think there is still some upside left to an industrial ETF like VIS? And do you have any other sector ETF recommendations that will complement FTEC and ZSP?
Thanks in advance. Please deduct credits as required.
KD
Do you think there is still some upside left to an industrial ETF like VIS? And do you have any other sector ETF recommendations that will complement FTEC and ZSP?
Thanks in advance. Please deduct credits as required.
KD
- Illumina Inc. (ILMN)
- NVIDIA Corporation (NVDA)
- iShares Russell 2000 Growth ETF (IWO)
- Roku Inc. (ROKU)
- Vanguard Growth ETF (VUG)
- DexCom Inc. (DXCM)
- CrowdStrike Holdings Inc. (CRWD)
Q: We have a small amount of investable dollars available that was gifted to us when our two children were born. They both already have RESPs and those are maxed out. Our own TFSAs are maxed out, and the RRSPs are nearly as well - but this is intended to be for them when they get older, not us. Any advice you can give other than model something after the growth portfolio and wait? Time is on our side. 10+ year outlook before we might try and access it.
- Costco Wholesale Corporation (COST)
- NVIDIA Corporation (NVDA)
- Verizon Communications Inc. (VZ)
- iShares Russell 2000 Growth ETF (IWO)
- Vanguard S&P 500 Index ETF (VFV)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- Vanguard Growth ETF (VUG)
- Alteryx Inc. Class A (AYX)
- MEDIFAST INC (MED)
- Trane Technologies plc (TT)
- Viatris Inc. (VTRS)
Q: Modest amount of funds in trust for teenagers. Plan to sell Alteryx at small loss. What would you suggest for USD purchase please? I was looking @ VTRS. Not keen on debt levels but will it provide downside protection in this volatile market? Time horizon 1.5 years. Could you also please identify growth oriented names. VEEV already owned. Also ETF ideas to look @ please. Please deduct question credits as appropriate.
- iShares Russell 2000 Growth ETF (IWO)
- Vanguard S&P 500 Index ETF (VFV)
- S&P 500 ETF TRUST ETF (SPY)
- INVESCO QQQ Trust (QQQ)
- Vanguard Small Cap ETF (VB)
- iShares Russell 2000 ETF (IWM)
- Vanguard Growth ETF Portfolio (VGRO)
- Vanguard Growth ETF (VUG)
- ARK Innovation ETF (ARKK)
- ARK Genomic Revolution ETF (ARKG)
Q: I have balanced stocks in RRSP (mainly from your BE portfolio) and growth companies in TFSA (mostly our picks). Its very well diversified in different sectors. Thank you for your help
I still have ~50 K Cash (from recent clean up) in RRSP which I would be investing in this summer. Since majority of my stocks are Canadian, to balance out I am looking to add mostly US ETFs.
These are the ETFs have got my attentions from your questions answers. I am looking for maximum growth and also a hold and forget for 10 + years. This question applies to RRSP
Please provide me with 3-5 suggestions from below. Would you add anything else here or suggest otherwise?
IWO, IWM, VB, VUG, VFV, VGRO, QQQ, ARKK, ARKG,SPY
Thank you for your excellent service!
I still have ~50 K Cash (from recent clean up) in RRSP which I would be investing in this summer. Since majority of my stocks are Canadian, to balance out I am looking to add mostly US ETFs.
These are the ETFs have got my attentions from your questions answers. I am looking for maximum growth and also a hold and forget for 10 + years. This question applies to RRSP
Please provide me with 3-5 suggestions from below. Would you add anything else here or suggest otherwise?
IWO, IWM, VB, VUG, VFV, VGRO, QQQ, ARKK, ARKG,SPY
Thank you for your excellent service!