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Opinions Bill Carrigan
BMO EqWt US HthCare Hedged CADZUH.TOPAST TOP PICKJan 06, 2015
Stock price when the opinion was issued
As of Jun 11, 2026. Market Open.
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Equal weight avoids concentration in mega-pharma. Pharma, biotech, healthcare services. Lower volatility sector, so it helps diversify against the narrow leadership in the indexes right now. Defensive growth, steady demand in the area, strong balance sheets, low economic sensitivity. Good valuations.
Kicker is lots of healthcare innovation coming due to AI, and this will be a huge benefit.
Disclosure: Owns this for clients via the futures market. Though he may own similar exposure at times, he doesn't own the individual ETF. His team creates the exposure in a different way.
John HoodThey use a covered call strategy to enhance the yield. Those who want exposure to healthcare space but want higher yield, it is a good option. If yield is not a concern for you, you're better off with ZUH.
Larry Berman CFA, CMT, CTAJohn HoodBilly Kawasaki’s Insights - Picks from 5i Research. Healthcare is likely to be a strong performer in the next five years. Subsectors like medical devices, telemedicine and therapeutics should lead. A good ETF for US exposure. Unlock Premium - Try 5i Free
Stockchase InsightsLarry Berman CFA, CMT, CTAHealthcare ETF? He likes ZUH as it includes pharma, hospitals and other medical services. It is hedged to the Canadian dollar.
John HoodJohn Hood60 names, equally weighted. Prefers names like JNJ, Bristol Myers, UNH, or Merck. His ETF strategy is VHT in US dollars, with more exposure to larger names. Healthcare will be choppy, but it's cheap. Demographics are in its favour.
John Hood
(A Top Pick Sept 16/14. Up 9.27%.) Healthcare is a dominant theme and one that you have to be involved with. It is a long-term theme. One of the few products that trades in Toronto in Cdn$ and gives you exposure to the US health care industry. He would continue to hold this.