ETFs

ZRE – BMO Equal Weight REITs Index ETF

I did a previous post on XRE, so I thought it would be interesting to see how BMO’s REIT ETF stacked up against it. This Exchange Traded Fund (ETF) was introduced May 19, 2010, and seeks to replicate the performance of the Dow Jones Canada Select Equal Weight REIT Index. The biggest difference between the […]

VXUS vs. VEU

This is a looong time coming! Almost a year in the making to be exact! Let’s pretend that the reason is because I was waiting for annual returns to be reported before doing the analysis. As you will find out, this does factor in! I have talked about replacing my VEU holding with VXUS instead, but […]

2013 Financial To-Do List

This is the time where a lot of people set up their financial goals for the year.  Although I don’t go through the exercise of setting financial goals (AHHH pressure and commitment!), I do think about the things I need/want to accomplish for myself and my clients. So, instead of setting goals, I prefer to […]

XRB vs. XBB

In all honesty, I’m not sure if XRB would stack up better against XSB or XBB. Since XBB won against its smack down against XSB, I will compare it to that. * As a side note, this is just a comparison between the two ETFs. The actual bonds themselves are quite different and react differently […]

CBO – iShares 1-5 Year Laddered Corporate Bond Index Fund

CBO seeks to replicate the performance of the DEX 1-5 Year Corporate Bond Index. It was introduced on February 25, 2009, and holds bonds that are issued by corporations. It holds bonds that have maturity levels ranging from 1-5 years, with the focus of staggering/laddering the holdings’ maturity levels. What is in this ETF? When […]

CLF – iShares 1-5 Year Laddered Government Bond Index Fund

CLF seeks to replicate the performance of the DEX 1-5 Year Government Bond Index. It was introduced on January 31, 2008, and holds bonds that are issued domestically in Canada. It holds bonds that have maturity levels ranging from 1-5 years, with the focus of staggering/laddering the holdings’ maturity levels. What is in this ETF? […]

XHB vs. XBB

About a month ago, a reader, John M., wondered what I thought about XHB. I will attempt to do a smack down between XHB vs. XBB, but keep in mind that they are VERY different in philosophies, which results in VERY DIFFERENT holdings. We will see how a smack down between the two pans out. […]

VEU vs. XIN

I want to welcome all the new readers that have joined us since I was featured in the Globe and Mail; it is a pleasure to have you around! If you are familiar with my portfolio, I use both XIN and VEU (Vanguard FTSE All-World ex-US ETF) to represent the international part of my asset […]