iShares Diversified Monthly Income ETF…

iShares Diversified Monthly Income ETF (XTR.TO)

12.29

+0.05 (0.37%)

as of Jun 4, 2026, 7:59:30 pm Market Open.

69 watching

BUY

Basically a fund ETF of ETFs. Management fees are a little bit higher but nothing wrong with this one at all. Gives you diversification in one shot.

COMMENT

Caller would like to sell 35% of their holdings in their RRSP and just buy this one. Not really in favour of putting 35% into one ETF. This one is basically the remnants of what used to be the income trust ETF. Has a mixed bag of generating assets in it and nothing wrong with it, it’s just the 35% that bothers him.

BUY

Used to be trust units of iShares. It's a fund of finds. Nothing wrong with it. Lots of diversification. MERs are high. Would not use them for his clients because he charges his clients for his services and then there are the MERs so it is like a mutual find to his clients but good ideas for direct investors.

COMMENT

Yields are so low that it is a terrible investment thesis to being in fixed income. You get maybe 2-3% return and after inflation and MERs you are at zero. 5.8% yield (average coupon).

HOLD

Like an all in one balanced fund. 2/3rds of the bond exposure is in lower quality bonds so they are more like equities. That is a nice fit into a lot of portfolios. When interest rates increase they will have an impact on this ETF. Spread on corporate bonds is quite high right now. Hold this ETF until you think interest rates will rise.

COMMENT

What will happen to the share price if interest rates go up? If this happens, this may not be the top performer. This is a good place to be in a lower interest rate environment. Currently, in this environment, it is a safe place to be.

COMMENT

This used to be income trusts units and they converted it into being a basket of all kinds of different income products. Fees are a little rich at around 55-60 basis points. Well diversified. He doesn't use it, but he has no issues with it.

COMMENT

For a 5%-6% total annual return on a portfolio, can this ETF form a substantial part of a portfolio? Yes this would be fine but are you sure this will continue to pay that?

BUY

Wants to generate a monthly cash income. Would this be a good idea over mutual funds? Over mutual funds, you are getting a bargain. As far as what it is actually holding is concerned it is a solid ETF.

BUY

Is a basket of a whole bunch of different income products. 44% is equity, the rest is bonds.

HOLD

With the tax changes, it will become and orphaned fund. It will likely get rolled up into the XRE real estate find.

COMMENT

S&P/TSX Income Trust ETF. A pretty good security this year but they changed the mandate so that it became an income bearing ETF and he sold his holdings.

COMMENT

S&P/TSX Income Trust ETF. What will happen to it with conversions? This will definitely disappear as of January 2011 but Blackrock is having a meeting to get it in position so it is an ongoing concern.

DON'T BUY

A lot of companies in this ETF are converting back to corporations. They already have the XRE, based on REITs, so he thinks they will amalgamate or something. The XTR will wither away. He doesn’t own because he uses covered calls for income.

COMMENT

S&P/TSX Income Trust ETF. What will likely happen to the price and payout once the non-REIT trusts convert? Expected dividend yield will be reduced but if it ends up in a dividend form there are some tax advantages. Yield of about 7%. Weighting is very skewed to energy.

Showing 46 to 60 of 66 entries

Most Recent Experts

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Darren Sissons

Campbell Lee & Ross

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Joe Terranova

Virtus Investment Partners

Stephen Weiss, Founder, Short Hills Capital Partners

Short Hills Capital Partners

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

iShares Diversified Monthly Income ETF (XTR.TO)