Investment Q&A - 5i Research

iShares Core Canadian Universe Bond Index ETF (XBB $28.72)
- $28.72 Cap: $8.71B
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iShares Diversified Monthly Income ETF (XTR $11.76)
- $11.76 P/E (TTM): 18.56X Cap: $363M
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $67.53)
- $67.53 P/E (TTM): 25.66X Cap: $518M
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iShares MSCI World Index ETF (XWD $110.30)
- $110.30 P/E (TTM): 21.74X Cap: $1.46B
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iShares S&P/TSX 60 Index ETF (XIU $45.26)
- $45.26 P/E (TTM): 7.38X Cap: $18.04B
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iShares Global Healthcare ETF (IXJ $92.52)
- $92.52 P/E (TTM): 25.66X Cap: $4.10B
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SPDR S&P 500 ETF Trust (SPY $671.30)
- $671.30 P/E (TTM): 28.22X Cap: $682.29B
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INVESCO QQQ Trust (QQQ $611.54)
- $611.54 P/E (TTM): 36.04X Cap: $395.51B
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Vanguard Conservative ETF Portfolio (VCNS $31.75)
- $31.75 P/E (TTM): 1.07X Cap: $663M
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Vanguard Balanced ETF Portfolio (VBAL $37.00)
- $37.00 P/E (TTM): 1.07X Cap: $4.14B
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Vanguard Growth ETF Portfolio (VGRO $42.87)
- $42.87 P/E (TTM): 1.1X Cap: $8.16B
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iShares Core Balanced ETF Portfolio (XBAL $33.50)
- $33.50 P/E (TTM): 10.2X Cap: $2.42B
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iShares Core Growth ETF Portfolio (XGRO $34.86)
- $34.86 P/E (TTM): 10.35X Cap: $3.90B
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iShares S&P 100 ETF (OEF $336.58)
- $336.58 P/E (TTM): 27.79X Cap: $28.27B
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iShares Global Comm Services ETF (IXP $124.66)
- $124.66 P/E (TTM): 22.54X Cap: $866M
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iShares Core MSCI Total International Stock ETF (IXUS $84.26)
- $84.26 Cap: $51.11B
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Vanguard Retirement Income ETF Portfolio (VRIF $26.69)
- $26.69 P/E (TTM): 0.52X Cap: $297M
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iShares MSCI World ETF (URTH $183.24)
- $183.24 P/E (TTM): 0.01X Cap: $6.04B
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Q: I am looking to finally replace the following mutual funds held in a self admin RSP account, to equivalent ETFs.
FID269 - Fid Monthly Inc;
FID5973 - Fid Global Innovation;
FID207 - Fid Global Concentrated Equity;
RBC460 - Sel Bal Ptf
TDB2760 - Td Retirement Balance
TDB652 - Td Global Entertainment & communication
TDB976 - Td Health Science
TDB2580 Td Tactical Monthly Inc
My goal is to replace these mutual funds with long term, high yielding where possible, low MER, CDN or US $ equivalent ETFs. Please provide 2 or 3 suggestions for each. Please deduct as many credit s as need.
Thank you for all the invaluable investment help you provide.

Read Answer Asked by Mark on October 15, 2021

iShares Global 100 ETF (IOO $121.61)
- $121.61 P/E (TTM): 28.13X Cap: $7.41B
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Vanguard Total World Stock ETF (VT $139.45)
- $139.45 P/E (TTM): 21.07X Cap: $42.03B
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iShares MSCI World ETF (URTH $183.24)
- $183.24 P/E (TTM): 0.01X Cap: $6.04B
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Q: Hi 5i team:
I am looking to add to my portfolio an International ETF ex Canada (in US dollars), I want to get more ex-Canada diversification.
Have been researching URTH (iShares MSCI World ETF), but is not in your database .. please add. Could you suggest another 2 or 3 ETF's with the above criteria to purchase in USD. What do you think of VT ? Thanks as always for your guidance.
Steve

Read Answer Asked by STEVEN on May 04, 2021