Investment Q&A - 5i Research

BMO S&P 500 Index ETF (ZSP $105.41)
- $105.41 P/E (TTM): 25.8X Cap: $21.89B
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $43.49)
- $43.49 P/E (TTM): 16.81X Cap: $1.14B
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $104.70)
- $104.70 Cap: $2.33B
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State Street Financial Select Sector SPDR ETF (XLF $52.01)
- $52.01 P/E (TTM): 16.77X Cap: $51.56B
- View XLF Profile
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State Street Consumer Staples Select Sector SPDR ETF (XLP $81.19)
- $81.19 P/E (TTM): 24.94X Cap: $14.13B
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State Street Health Care Select Sector SPDR ETF (XLV $146.41)
- $146.41 P/E (TTM): 23.97X Cap: $38.65B
- View XLV Profile
- View Questions on XLV
State Street Technology Select Sector SPDR ETF (XLK $151.53)
- $151.53 P/E (TTM): 39.24X Cap: $96.19B
- View XLK Profile
- View Questions on XLK
State Street Industrial Select Sector SPDR ETF (XLI $170.17)
- $170.17 P/E (TTM): 26.42X Cap: $30.38B
- View XLI Profile
- View Questions on XLI
State Street Communication Services Select Sector SPDR ETF (XLC $118.54)
- $118.54 P/E (TTM): 15.23X Cap: $25.38B
- View XLC Profile
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BMO Nasdaq 100 Equity Index ETF (ZNQ $116.54)
- $116.54 P/E (TTM): 32.57X Cap: $1.84B
- View ZNQ Profile
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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 ?

12

Read Answer Asked by John on July 25, 2025

iShares S&P/TSX Capped Financials Index ETF (XFN $82.59)
- $82.59 P/E (TTM): 14.28X Cap: $2.03B
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iShares S&P/TSX Capped Energy Index ETF (XEG $25.58)
- $25.58 P/E (TTM): 12.58X Cap: $2.35B
- View XEG Profile
- View Questions on XEG
iShares S&P/TSX Capped Materials Index ETF (XMA $48.49)
- $48.49 P/E (TTM): 31.72X Cap: $759M
- View XMA Profile
- View Questions on XMA
iShares S&P/TSX Capped REIT Index ETF (XRE $16.88)
- $16.88 P/E (TTM): 63.09X Cap: $1.16B
- View XRE Profile
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State Street Consumer Staples Select Sector SPDR ETF (XLP $81.19)
- $81.19 P/E (TTM): 24.94X Cap: $14.13B
- View XLP Profile
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State Street Health Care Select Sector SPDR ETF (XLV $146.41)
- $146.41 P/E (TTM): 23.97X Cap: $38.65B
- View XLV Profile
- View Questions on XLV
State Street Technology Select Sector SPDR ETF (XLK $151.53)
- $151.53 P/E (TTM): 39.24X Cap: $96.19B
- View XLK Profile
- View Questions on XLK
State Street Consumer Discretionary Select Sector SPDR ETF (XLY $117.54)
- $117.54 P/E (TTM): 34.95X Cap: $22.99B
- View XLY Profile
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State Street Utilities Select Sector SPDR ETF (XLU $45.95)
- $45.95 P/E (TTM): 23.28X Cap: $24.94B
- View XLU Profile
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State Street Industrial Select Sector SPDR ETF (XLI $170.17)
- $170.17 P/E (TTM): 26.42X Cap: $30.38B
- View XLI Profile
- View Questions on XLI
State Street Communication Services Select Sector SPDR ETF (XLC $118.54)
- $118.54 P/E (TTM): 15.23X Cap: $25.38B
- View XLC Profile
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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

17

Read Answer Asked by Terence on March 27, 2024

State Street Health Care Select Sector SPDR ETF (XLV $146.41)
- $146.41 P/E (TTM): 23.97X Cap: $38.65B
- View XLV Profile
- View Questions on XLV
State Street Technology Select Sector SPDR ETF (XLK $151.53)
- $151.53 P/E (TTM): 39.24X Cap: $96.19B
- View XLK Profile
- View Questions on XLK
State Street Consumer Discretionary Select Sector SPDR ETF (XLY $117.54)
- $117.54 P/E (TTM): 34.95X Cap: $22.99B
- View XLY Profile
- View Questions on XLY
State Street Communication Services Select Sector SPDR ETF (XLC $118.54)
- $118.54 P/E (TTM): 15.23X Cap: $25.38B
- View XLC Profile
- View Questions on XLC

Q: Which sector will perform the best in 2024 ? Based on this answer , which fund should be purchased among the ones mentioned (or a fund representing another sector not mentioned in my question) ?

4

Read Answer Asked by georges on January 19, 2024

BMO Equal Weight Industrials Index ETF (ZIN $54.95)
- $54.95 P/E (TTM): 20.48X Cap: $54M
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $72.41)
- $72.41 P/E (TTM): 54.87X Cap: $745M
- View XIT Profile
- View Questions on XIT
State Street Technology Select Sector SPDR ETF (XLK $151.53)
- $151.53 P/E (TTM): 39.24X Cap: $96.19B
- View XLK Profile
- View Questions on XLK
Blockchain Technologies ETF (HBLK $23.02)
- $23.02 P/E (TTM): 28.47X Cap: $22M
- View HBLK Profile
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State Street Communication Services Select Sector SPDR ETF (XLC $118.54)
- $118.54 P/E (TTM): 15.23X Cap: $25.38B
- View XLC Profile
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Horizons Blockchain Technology & Hardware Index ETF (BKCH)
- View BKCH Profile
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TD Global Technology Leaders Index ETF (TEC $53.75)
- $53.75 P/E (TTM): 31.1X Cap: $3.48B
- View TEC Profile
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State Street SPDR Dow Jones Industrial Average ETF Trust (DIA $484.57)
- $484.57 P/E (TTM): 22.58X Cap: $44.61B
- View DIA Profile
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Q: Please provide your comments on the risk for the above ETFs (low to high) and rank them for potential growth. Are there Canadian equivalents to the US ETFs? Would it be a good idea to purchase the US ETFs in a TFSA? Would these ETFs currently be considered to be a buy, hold or sell?
Thank you

3

Read Answer Asked by Don on January 04, 2024

Vanguard Real Estate Index Fund ETF (VNQ $94.77)
- $94.77 P/E (TTM): 32.85X Cap: $37.53B
- View VNQ Profile
- View Questions on VNQ
State Street Financial Select Sector SPDR ETF (XLF $52.01)
- $52.01 P/E (TTM): 16.77X Cap: $51.56B
- View XLF Profile
- View Questions on XLF
State Street Consumer Staples Select Sector SPDR ETF (XLP $81.19)
- $81.19 P/E (TTM): 24.94X Cap: $14.13B
- View XLP Profile
- View Questions on XLP
State Street Health Care Select Sector SPDR ETF (XLV $146.41)
- $146.41 P/E (TTM): 23.97X Cap: $38.65B
- View XLV Profile
- View Questions on XLV
State Street Technology Select Sector SPDR ETF (XLK $151.53)
- $151.53 P/E (TTM): 39.24X Cap: $96.19B
- View XLK Profile
- View Questions on XLK
State Street Consumer Discretionary Select Sector SPDR ETF (XLY $117.54)
- $117.54 P/E (TTM): 34.95X Cap: $22.99B
- View XLY Profile
- View Questions on XLY
State Street Utilities Select Sector SPDR ETF (XLU $45.95)
- $45.95 P/E (TTM): 23.28X Cap: $24.94B
- View XLU Profile
- View Questions on XLU
Vanguard Energy ETF (VDE $160.96)
- $160.96 P/E (TTM): 16.96X Cap: $9.04B
- View VDE Profile
- View Questions on VDE
State Street Materials Select Sector SPDR ETF (XLB $51.61)
- $51.61 P/E (TTM): 26.04X Cap: $7.21B
- View XLB Profile
- View Questions on XLB
State Street Energy Select Sector SPDR ETF (XLE $56.66)
- $56.66 P/E (TTM): 17.33X Cap: $38.29B
- View XLE Profile
- View Questions on XLE
Vanguard Health Care ETF (VHT $273.88)
- $273.88 P/E (TTM): 24.74X Cap: $17.82B
- View VHT Profile
- View Questions on VHT
Vanguard Industrials ETF (VIS $330.90)
- $330.90 P/E (TTM): 23.26X Cap: $7.57B
- View VIS Profile
- View Questions on VIS
State Street Industrial Select Sector SPDR ETF (XLI $170.17)
- $170.17 P/E (TTM): 26.42X Cap: $30.38B
- View XLI Profile
- View Questions on XLI
State Street Communication Services Select Sector SPDR ETF (XLC $118.54)
- $118.54 P/E (TTM): 15.23X Cap: $25.38B
- View XLC Profile
- View Questions on XLC
Vanguard Financials ETF (VFH $127.76)
- $127.76 P/E (TTM): 16.37X Cap: $13.06B
- View VFH Profile
- View Questions on VFH
Vanguard Consumer Staples ETF (VDC $223.24)
- $223.24 P/E (TTM): 23.23X Cap: $8.27B
- View VDC Profile
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Vanguard Utilities ETF (VPU $198.85)
- $198.85 P/E (TTM): 23.06X Cap: $8.71B
- View VPU Profile
- View Questions on VPU
State Street Real Estate Select Sector SPDR ETF (XLRE $43.64)
- $43.64 P/E (TTM): 34.52X Cap: $7.76B
- View XLRE Profile
- View Questions on XLRE
Vanguard Consumer Discretionary ETF (VCR $389.23)
- $389.23 P/E (TTM): 29.31X Cap: $6.31B
- View VCR Profile
- View Questions on VCR

Q: Apparently, there are 11 major sectors in the S&P (Global Industry Classification Standard). Could you please list one ETF to best represent EACH major sector of the S&P? For example, would IUIT best represent the entire Info Tech sector of the S&P? It seems the SPDR funds are much more specific than the 11 GICS sectors:
Information Technology
Health Care
Financials
Consumer Discretionary
Communication Services
Industrials
Consumer Staples
Energy
Utilities
Real Estate
Materials

Thank you very much.

0

Read Answer Asked by Toge on January 19, 2023

Alphabet Inc. (GOOG $334.22)
- $334.22 P/E (TTM): 30.58X Cap: $4.07T
- View GOOG Profile
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Netflix Inc. (NFLX $108.20)
- $108.20 P/E (TTM): 42.02X Cap: $454.76B
- View NFLX Profile
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The Walt Disney Company (DIS $103.52)
- $103.52 P/E (TTM): 15.11X Cap: $182.53B
- View DIS Profile
- View Questions on DIS
AT&T Inc. (T $26.31)
- $26.31 P/E (TTM): 8.43X Cap: $177.80B
- View T Profile
- View Questions on T
Verizon Communications Inc. (VZ $46.41)
- $46.41 P/E (TTM): 11.2X Cap: $189.92B
- View VZ Profile
- View Questions on VZ
TELUS Corporation (T $17.02)
- $17.02 P/E (TTM): 23.31X Cap: $25.87B
- View T Profile
- View Questions on T
Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $57.14)
- $57.14 P/E (TTM): 8.89X Cap: $12.47B
- View QBR.B Profile
- View Questions on QBR.B
Twitter Inc. (TWTR)
- View TWTR Profile
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State Street Communication Services Select Sector SPDR ETF (XLC $118.54)
- $118.54 P/E (TTM): 15.23X Cap: $25.38B
- View XLC Profile
- View Questions on XLC
Match Group Inc. (MTCH $34.60)
- $34.60 P/E (TTM): 14.11X Cap: $8.02B
- View MTCH Profile
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Lumen Technologies Inc. (LUMN $8.61)
- $8.61 Cap: $8.03B
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Q: My portfolio analytics is showing that I'm a bit low in my communication services sector.

Beyond the obvious telecom companies, what are some of the less obvious companies or perhaps ETFs that would fit into this sector?

Also, including the telecoms, could you rank your top few Canadian and US buys for this sector.

Thanks as always.

0

Read Answer Asked by Kevin on July 28, 2022

Vanguard Communication Services ETF (VOX $197.65)
- $197.65 P/E (TTM): 18.32X Cap: $6.23B
- View VOX Profile
- View Questions on VOX
State Street Communication Services Select Sector SPDR ETF (XLC $118.54)
- $118.54 P/E (TTM): 15.23X Cap: $25.38B
- View XLC Profile
- View Questions on XLC

Q: Portfolio Analytics indicates that I need to increase my Telecom exposure as well as my USA investments. What do you think about the ETF VOX, or do you have any better suggestions (preferably an ETF)? Thanks as always.

0

Read Answer Asked by Jerry on February 11, 2021

Amazon.com Inc. (AMZN $248.46)
- $248.46 P/E (TTM): 34.73X Cap: $2.67T
- View AMZN Profile
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Meta Platforms Inc. (META $674.12)
- $674.12 P/E (TTM): 28.2X Cap: $1.69T
- View META Profile
- View Questions on META
Microsoft Corporation (MSFT $418.80)
- $418.80 P/E (TTM): 24.58X Cap: $3.05T
- View MSFT Profile
- View Questions on MSFT
INVESCO QQQ Trust (QQQ $639.71)
- $639.71 P/E (TTM): 33.2X Cap: $411.88B
- View QQQ Profile
- View Questions on QQQ
State Street Communication Services Select Sector SPDR ETF (XLC $118.54)
- $118.54 P/E (TTM): 15.23X Cap: $25.38B
- View XLC Profile
- View Questions on XLC

Q: IS THERE AN ETF THAT COVERS ALL THE FANG STOCKS ? does it make more sense to just invest in the Nazdaq index that seems to have outperformed all other indexes by a long shot do you have another suggestion how to invest in american outperform growth stocks several questions ---deduct credits accordingly thanks

0

Read Answer Asked by terrance on December 19, 2020

Vanguard Communication Services ETF (VOX $197.65)
- $197.65 P/E (TTM): 18.32X Cap: $6.23B
- View VOX Profile
- View Questions on VOX
State Street Communication Services Select Sector SPDR ETF (XLC $118.54)
- $118.54 P/E (TTM): 15.23X Cap: $25.38B
- View XLC Profile
- View Questions on XLC
Fidelity MSCI Communication Services Index ETF (FCOM $74.82)
- $74.82 P/E (TTM): 20.58X Cap: $1.67B
- View FCOM Profile
- View Questions on FCOM

Q: Hi 5i: Am considering my options for ETF's with GOOG & FB exposure. Have come across XLC, VOX and FCOM in this Communications sector space. Also saw PNQI ... Invesco NASDAQ Internet ETF , more international stocks. (which is not in your database). Could you advise on which of these your would favour for a medium term hold ? Thanks for all your great work.

0

Read Answer Asked by STEVEN on December 23, 2019

State Street Communication Services Select Sector SPDR ETF (XLC $118.54)
- $118.54 P/E (TTM): 15.23X Cap: $25.38B
- View XLC Profile
- View Questions on XLC

Q: Is this a buy now or should I wait for a pullback? Is the MER reasonable?

0

Read Answer Asked by Shelley on August 30, 2019

State Street Communication Services Select Sector SPDR ETF (XLC $118.54)
- $118.54 P/E (TTM): 15.23X Cap: $25.38B
- View XLC Profile
- View Questions on XLC

Q: Hello, hope everybody had a great rest over the WE.
S&P reclassification
before IT 26.5% after 20.4
before telecom 2% after 0
before communication services 0 after 10.06%
What do you know as an ETF representing the ''new'' asset class, if there is one already
AND,
when would you buy it
2questions 2 points, no problem
TKS,
CDJ

0

Read Answer Asked by claude on September 06, 2018