Our Mega List of the Latest ETFs Mentioned on Stockchase

Opinion about ZUB-T: Largest in the category. ZBK is unhedged, but there's a hedged version as well (ZUB). He'd opt to start hedging risk away a bit more, given what seems a concerted effort to weaken the USD. Gives you diversification in the US banks, instead of Canadian banks, as it's a different market and…

Opinion about HUTL-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research HUTL owns global utility companies, and sells options on 33% of its portfolio. Considering the sector and the possibility of lower interest rates ahead, we would be comfortable buying for income-seeking investors.Unlock Premium - Try 5i Free  

Opinion about XEC-T: Tilted portfolios towards developed and emerging international. Best returns will come from here.

Opinion about ZLB-T: Portfolio of low-beta stocks. Consumer staples, some financials, utilities. MER is 39 bps, not exactly cheap but not overly expensive. For the investor looking for dividends plus a low ride in the equity market. Consumer staples and utilities in Canada aren't cheap right now, as people flock to safety. At some point, investors…

Opinion about XSH-T: In a rising rate environment, you might want to stick to a shorter term. XSH is a short-term, corporate, investment-grade ETF. Had drawdowns, but not as bad as a typical aggregate bond or high-yield ETF.

Opinion about BHAV-T: (A Top Pick Apr 08/19, Up 3%) Gains have been made recently. Trades are chunky. BHAV capitalizes of investor over-reaction after earnings reports. They lowered their MER. Low volumes, though. He's confident about BHAV long-term.

Opinion about SBEA-NEO: (A Top Pick Jan 06/20, Down 8%) Delisted with only a few million dollars at time of delisting.

Opinion about ZST.L-T: (A Top Pick Aug 07/24, Up 1%) (Note the short timeframe.)A substitute for cash when you're feeling a bit cautious. Slow and steady, conservative. When he chose it markets were selling off, presidential election was looming, seasonal weakness was upon us. And then the bull market resumed a week later.

Opinion about VEGN-Q: It's brand new. It replicates the S&P minus companies involved in animal testing and cruelty as well as being fossil-fuel free. VEGN performs slightly better than the S&P. It's still exposed to large caps though.

Opinion about SMOG-N: A green tech ETF with Tesla as the largest holding. It is risky, though you're not betting a specific company or technology, but rather a wide range of companies and techs, like LED lights and e-cars.

Opinion about HUG-T: Gold got a strong bump up this year (driven by central bank buying), now pulled back a bit. Central banks are continuing to buy, but we haven't seen a lot of interest in gold from investors yet. Gold could pick up, some hot money could start to move in at some point…

Opinion about EDGF-T: (A Top Pick Oct 29/19, Down 1%) This is more of a diversifier. You get exposure outside Canada, and to sectors like healthcare, consumer staples, consumer discretionary. Focused on large cap companies.

Opinion about FLUS-T: (A Top Pick Oct 29/19, Up 6%) Tough go for anything equity related. Tries to find higher quality companies with good balance sheets that perform better in a drawdown.

Opinion about USMV-N: (A Top Pick Oct 24/19, Up 4%) Has underperformed as of late, because of the tech push, but longer term it's had lower volatility. Makes sense for those investors who want less octane in the portfolio, but returns that follow the S&P.

Opinion about DXU-T: (A Top Pick Oct 23/19, Up 19%) He continues to hold it. Gold and the market will be at the same level once the pandemic is over. He would rather have both the market and gold. The underlying stocks are in US dollars which he values.

Opinion about ZLU-T: Canada doesn't have a version of this low-vol with a currency hedge. Now is not a good time to invest in the US. ZLU has outperformed the US market long-term with less volatility.  You get less bad when markets are bad and a little more good when it's good--like it for that.

Opinion about ZWU-T: He used to manage this. Even during the April meltdown, this didn't fall as far as the market. There is still risk here, but the extra income through covered calls helps. Is defensive without huge returns, but you need some defence in a portfolio. If the market falls 30%, ZWU would fall…

Opinion about XAW-T: Industry leader. Cap-weighted. MER is 22 bps. In today's climate, good to look at something with less volatility than a market-cap weighted portfolio. See his Top Picks.

Opinion about IHI-N: Allan Tong’s Discover Picks IHI's MER is actually higher (at 0.39%) than the yield it pays (0.3%). Like the other names here, IHI trades at a low beta, 0.86 to be precise. So, if you're not buying this for income, what's the growth? Let's look at IHI's largest holdings. TMO offers diversity…

Opinion about GDX-N: He's not a big buyer in the gold space. His models look for intrinsic value. Gold does not have a dividend or cashflow or a revenue stream. Lots of excitement in the space, but it can be volatile over its history. That being said, XGD or GDX are probably your best bets.

Opinion about ITB-N: Up 68% last year and 23% this year due to a massive housing shortage. Will benefit directly from lower interest rates. They have pricing power. ITB has been up 115% under Pres. Biden

Opinion about SDY-N: This holds growing dividend stocks, weighted towards higher yields, so it's attractive as yields on the cash side decline.

Opinion about VGRO-T: 80% equity, 20% fixed income. Great for the average investor. The one you want when you're bullish on equities. When you're defensive, you go into the balanced or conservative version which brings you down to 60/40 or 40/60 equities to bonds.Right now, way too early to be bullish on equities. At some…

Opinion about VBU-T: Buy the hedged version to avoid foreign exchange risk. He prefers the US bond market to the Canadian one in the aggregate.

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Opinion about REM-N: (A Top Pick Sep 26/19, Down 30%) He bought more in the March trough. Performance has been disappointing. Still holds a small position. It bounced back partly since March. The value and expectations in mortgage REITs is so low now, so he still holds a small position of this. This is trading…

Opinion about EUFN-Q: He's never made money investing in Europe. One reason is that they have some very funny labour rules, such as not being able to fire anyone. Government coalitions are always ready to break apart. An investor probably already has North American financials, so to invest in this would put a portfolio overweight…

Opinion about EWY-N: Appealing markets outside NA -- Korea (EWY), Brazil (EWZ), or Germany (EWG)? Whatever happens in the US affects the rest of the world. He wouldn't recommend emerging markets, as they tend to underperform if/when there's a recession. Investors would be better off buying the best companies in the German market, rather than the…

Opinion about HEWB-T: No distributions, so does a sale trigger a capital gain or loss instead of dividend income? Any sale triggers either a capital loss or gain. It depends on the election you made with CRA on your exact tax treatment. Capital gains are the most efficient tax treatment.  Benefit of CRA and dividends only…

Opinion about TLT-Q: On every dip to the $85-86 range, he's been maximizing his duration exposure into the recent weakness. He's overweight right now.There's a narrative developing where Trump wants to issue less coupon debt and more bills to finance his big, beautiful bill. That manipulation of the yield curve could spark a very strong…

Opinion about FLCI-T: A defensive ETF? If your concern is safety you may want to look elsewhere. This ETF holds investment grade Canadian corporate bonds. It is actively managed, which makes sense for this unique space. It has a lower MER as well (0.4%). Be careful looking at yield. It the yield is listed higher…

Opinion about ZST-T: Not for growth, but to protect capital for 20 years? Yes, it's a very safe vehicle. It's a good way to extract a bit more yield than from just a traditional money market account.The challenge is that it's fully taxable. Instead you may want to look at some preferred securities, which give…

Opinion about XEG-T: He's relatively positive on Canadian energy, with some caveats. Oil stocks have been near the bottom of a trading range, whereas the gas stocks have done OK. More probability of upside in gas over the next couple of years. Yet there might be opportunity in oil stocks.This ETF is probably more biased…

Opinion about ZWH-T: Main thing is it's not leveraged. Holds all the big, household names. Dividends are small on US stocks, so most of the premium you're getting is from the covered calls which are capital gains. Hasn't come back from April because it doesn't have all the super-charged tech stocks. Yield is around 6-6.5%.

Opinion about ZWB-T: Likes it. Did hold it for years, but sold last November on TD's money-laundering fine. He was concerned about contagion among the other banks that operate in the US. He'd be willing to go in again. Canadian banks should do fine, despite increasing provisions for credit losses.

Opinion about MGV-N: Has a lot of financials and healthcare including Berkshire Hathaway, JPM and Exxon among 300 names. 0.70% MER. A good way to play value stocks, and it does okay in a non-value environment. He bought it yesterday.

Opinion about XMW-T: Stockchase Research Editor: Michael O'Reilly This iShares ETF focuses on global equities (60% North American) - providing excellent market diversification.  It targets companies that demonstrate lower volatility over time along with growth potential.  What makes it particularly interesting is its lower volatility despite a 10% average annual growth since inception over 10…

Opinion about HRA-T: (A Top Pick Jan 29/19, Up 1.5%) Global Risk Parity balances the risk of growth and inflation. It balances the risks to keep you level. The peak draw down was 12% -- very manageable in the context of recent volatility.

Opinion about EWZ-N: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We are not experts on Brazil, and it has certainly had some economic issues of late. Still, the Brazil market is nicely ahead of the US this year, and positive on the year. EWZ is up 10.17% YTD. Certainly for investors looking…

Opinion about PAWZ-Q: More Americans own pets (68%) than have children (42%). It's a play for pet owners. It's a new ETF, and it spans pet pharmaceuticals, food and supplies.