Articles
Insights & analysis on ETF investing · 12 articles
Why You Might Soon Own General Motors in Your Nasdaq-100 ETF
General Motors and Hilton could soon enter your Nasdaq-100 ETF. Here’s what "index shopping" means for your exposure, and how other ETFs can offer more focused exposure.
Which Canadian Bond ETF Fits Your View on Interest Rates?
How to use Canadian-listed bond ETFs to express a view on interest rates: rates moving a lot one way, volatile rates going nowhere, or a recession with rate cuts.
DRAM.TO vs DRAM: How the Canadian Version Compares to the US
Global X's DRAM.TO and Roundhill's DRAM share a ticker and most of their stocks. See how swaps, fees, tax and size differ for Canadian investors.
Is there still a role for gold in a portfolio?
Does gold still diversify a portfolio? This analysis ignores the narratives and examines returns, drawdowns, correlations, portfolio weights and gold ETFs.
Canadian Asset Allocation ETFs: Do Bonds Still Protect?
VBAL, XBAL and their rivals promise similar stock/bond mixes, but the bonds inside them are not the same. Here is what differs and when it matters.
The Logic Behind Your All-Equity ETF
A look at the portfolio logic behind XEQT, VEQT, ZEQT, TEQT and HEQT
50 Shades of Maple. Guide to Canadian Equity ETFs
Canadian equity ETFs can look alike. This guide explains broad-market, size, sector, factor and dividend indices so you know what you actually own.
Target Maturity vs. Buffer ETFs: Can Either Work for Money You Need Soon?
Compare cash ETFs, money market funds, target maturity bond ETFs, and buffer ETFs for money you may need in the next year or two.
Is Your Emerging Markets ETF Still a Diversifier?
Emerging markets ETFs can still diversify a portfolio, but many are concentrated in a few countries, sectors, and mega-cap stocks. Here's what to check.
AI is Eating the Index? Should You Add a Defensive ETF Sleeve?
AI stocks are dominating major indexes. See whether adding gold, bonds or consumer-staples ETFs can reduce concentration risk without leaving the market.
Covered Call ETFs vs Traditional ETFs: Why Higher Yield Often Means Lower Returns
How covered-call ETFs generate income, their tax advantages, and why they frequently trail traditional index ETFs over time.
You Own XEQT and Want to Add an S&P 500 Fund. Don't.
XEQT is already ~45% US stocks, so adding VFV barely diversifies — more risk, little extra return. If you really want to tilt, here's the smarter way.