They may be slightly more expensive, but they do their job over time. This year, several other panelists pushed to add BMO’s suite of low-vol ETFs to our list (Canadian: ZLB; US: ZLU; and international: ZLI), which opened the door for low-vol ETFs from other suppliers. Traditional ETFs gain when their underlying index rises in price. Real estate investment trusts (REITs) are companies that own, operate, or … In a blog post/video on the topic, Felix argues low-volatility stocks result in less diversification, higher costs, more portfolio turnover and time-varying exposure to the factors that explain differences in returns. 1. However, the gold bar held up by Mr. Pisani showed a serial number of ZJ6752 which did not show up on the latest bar list during that time. Where to buy real estate now: How we found the best deals in Canada, A guide to the best robo-advisors in Canada for 2020, Best high-interest savings accounts in Canada 2020, Compare the Best GIC Rates in Canada 2020. Accessed Nov. 18, 2020. is a former investment advisor with Tangerine and founder of the, is a Portfolio Manager with PWL Capital in Ottawa. "REK SHORT REAL ESTATE." Unless the COVID-19 crash brought to light a mismatch as far as allocation versus risk tolerance/capacity. is vice-president and Director of Quantitative Strategies at PUR Investing Inc. She specializes in risk management, quantitative portfolio construction, and is lead author of several peer-reviewed papers in the Rotman International Journal of Pension Management and the Journal of Retirement. The ETF … border-radius: 4px; Great article but wondering why the annual performance values were not included? For more details, see this SEC alert. Back for the eighth edition, our star panelists reveal their top 50 picks among Canadian, U.S., international, fixed-income and all-in-one exchange-traded funds. Inverse ETFs Another bear market product that didn’t make the All-star cut deserves a mention: inverse or reverse ETFs that profit as certain major stock indexes plunge. Now in its eighth edition, the MoneySense ETF All-stars had, until now, benefited from an 11-year bull market that began in 2009. For more information please read our policies. Consider kicking the tires of the below ETFs. It seems like they are deliberately hiding information from investors.”. We suspect this whole coronavirus experience has only served to accelerate a trend that was already picking up steam: telecommuting and working from home, if only some of the time. People who view this as a way to preserve wealth could check out the Hard Assets Alliance. Vanguard FTSE Canadian Capped REIT Index ETF VRE Factsheet | November 30, 2020 Sector weighting VRE Benchmark Retail REITs 22.0 % 22.0 % Office REITs 20.3 % 20.3 % Residential REITs 18.2 % 18.2 % Real Estate Services 18.1 % 18.1 % Diversified REITs 8.9 % 8.9 % Industrial REITs 8.1 % 8.1 % Real Estate Holding and Development 4.4 % 4.4 % If you read something you feel is inaccurate or misleading, we would love to hear from you. Don’t passive investors embrace the idea that they’re accepting market returns, which includes the distinct possibility of losing large sums of money during falling markets?”, Or, as Felix sums it up: “The investment strategy/ETF mix shouldn’t change based on market conditions.”. If the index falls by 1% on a given day, then REK is expected to rise 1%. While the S&P 500 gained 13.5 per cent in Canadian dollars over the past year, the BetaPro S&P 500 2x Daily Bull Canadian dollar ETF advanced 47.3 per cent. This year-to-year consistency seems to validate our long-term approach. Some recent IPOs, such as Zoom, Slack and telemedicine firm Teladoc, also appear to have held up well even if all the attention they’ve received this year has made them look increasingly pricey. He was a cofounder of Wealthsimple. It is intended for investors with a high level of tolerance for risk and volatility, and is not meant to be held as a long-term investment. , SRS offers 2x daily short exposure to the Dow Jones U.S. Real Estate Index. Cameron Passmore joined PWL Capital in 1997. He’s based in Lethbridge, Alta. The fund hedges its portfolio’s interest rate exposure in order to … But investors with a bearish outlook have the option of putting their money in inverse REIT ETFs. Note that ETFs are usually tagged by ETFdb analysts as more than one type; for example, an inverse gold ETF may be tagged as “inverse” and as “gold” and as “commodity”. a.flex-item { “Look at rebalancing into stocks, though consider not doing it all in one go given the context.”. Share on Email, Your email address will not be published. “Ioulia and I have been advocates for low-vol ETFs every year and don’t see them as a reaction to weak markets,” says Yamada. They also have decent tax efficiency. It certainly seems that home entertainment stocks (Netflix and possibly Disney, although perhaps less so because its theme parks have been closed) have bright prospects, and firms such as Amazon and Walmart have benefitted from customers wanting essential items, including groceries, to be delivered to their doorsteps. (Memory aid: with HXU, the U means you’re betting the market is going up; with HXD you’re betting it goes down.) As for real estate and REIT ETFs, some panelists, including Roberts, argue that the sector’s attractive yield, inflation-fighting characteristics and partial correlation to stocks may be reason enough for some investors to have more than index exposure to real estate. Leveraged ETFs can be riskier investments than non-leveraged ETFs given that they respond to daily movements in the underlying securities they represent, and losses can be amplified during adverse price moves. Accordingly, I have been adding to a few pre-existing positions, mostly TSX-listed gold miners like Barrick and Newmont, and ETFs holding similar companies, such as the iShares S&P/TSX Global Gold Index ETF (XGD/TSX). A double gold exchange-traded fund (ETF) is designed to respond to twice the daily rise and fall of the price of gold. Our goal is to provide the most relevant and up-to-date information as possible, but, as with all things you read on the internet, we recommend you digest our content critically and cross-reference with your own sources, especially before making a financial decision. The longer a bear market drags on, the more central banks will strive to keep interest rates close to zero, which means you won’t even be able to count on 2% returns from GICs if the trend holds up. We have several fixed-income picks, as in previous years, and the all-in-one asset allocation ETFs provide a range of options for all ages and risk tolerances. Discover more about it here. The crash that began in March 2020 certainly coloured some of our panelists’ views this year. First off, the big negative. “It’s an asset class with very unique qualities and it’s a very good portfolio diversifier,” says Roberts. For those interested, refer to some of the REIT ETFs flagged in last year’s edition (2019) of the ETF All-stars. That is a US and Global REIT. REIT holdings is something I do not leave to an ETF vendor. After all, while some readers may see the All-stars as a “core” holding for their portfolios, we know others take more of a “core and explore” approach. “Gold and the U.S. dollar have behaved way better than other ‘currencies’,” concedes Rebetez, who uses gold as a currency. Overview The PUR Investing team has long made the case for including low-volatility ETFs in our list. Horizons ETFs Management (Canada) Inc. offers inverse ETFs based on three of the most widely followed market indices in Canada and the United States. Tracking error tells the difference between the performance of a stock or mutual fund and its benchmark. Inverse Real Estate and all other inverse asset classes are ranked based on their aggregate 3-month fund flows for all U.S.-listed ETFs that are classified by ETFdb.com as having inverse exposure to a given asset class. An inverse REIT ETF that offers -2x leverage will increase 2% when the underlying index falls by 1%. The case for low-volatility ETFs became stronger after February, as global markets suffered the aforementioned biggest one-week meltdown in recent history. font-size: .8em; He writes about investment issues for Advisors Edge/Advisor.ca, appears regularly at ETF conferences and publishes academic papers with colleague Ioulia Tretiakova about advanced pension strategies. A bear market can be viewed as a long-term positive for younger investors, who have less money to lose and several decades to get it back. While the objective of each of these funds is to achieve investment results on a daily basis, all three have underperformed the broader market on an annual basis. @media (max-width: 991px) { The fund resets on a daily basis, resulting in compounding of returns when held for multiple periods. align-items: flex-start Still, during the March meltdown, both Canadian and US REIT ETFs proved to be no shelter from the storm as tenants had difficulty making rent. Required fields are marked *, “you can own gold bullion through vehicles like the GLD ETF”. Yves Rebetez, CFA, is former editor of ETFInsight.ca and CIO of Pascal Financial, a FinTech company that launched recently with an initiative called Prevail. “This should unwind some as we get through this.” Given the devaluation of many currencies, he likes the Horizons Gold Yield ETF (HGY), which provides gold exposure plus some covered call writing that effectively turns it into a high-interest-rate savings account. Jonathan Chevreau is founder of the Financial Independence Hub, author of Findependence Day and co-author of Victory Lap Retirement. provides the ETF Screener for the TMX Money website. Real estate investment trusts (REITs) are companies that own, operate, or finance income-generating real estate and offer investors a way to invest in the real estate sector without having to buy or manage property themselves. If the market sell-off pushes stocks down to 50%, the ETF would automatically sell some bonds to bring stocks back to 60%. Our core principles remain low cost, broad diversification and tax efficiency—whether in a roaring bull market, a bear market or something in between. joined PWL Capital in 1997. iShares MSCI Canada ETF is the old guard in the Canadian ETF space, but it still has plenty to offer investors. Approximately 57% of the portfolio’s base rent is generated from large urban markets, mainly in Toronto, Calgary, Vancouver, and Montreal. Furthermore, at the point of publication, we do our best to ensure the information we produce is accurate, however, sometimes prices and terms of the products are changed by the provider without notice to us. ProShares. “I’m typically skeptical of products that offer ‘downside protection,’ but BMO’s suite of low-volatility ETFs has produced an incredible track record in good times and bad,” says Engen. The go-to Canadian dollar International REIT is iShares CGR. Fixed-Income max-width: 100% Vanguard FTSE Canadian Capped REIT Index ETF VRE Factsheet | November 30, 2020 Sector weighting VRE Benchmark Retail REITs 22.0 % 22.0 % Office REITs 20.3 % 20.3 % Residential REITs 18.2 % 18.2 % Real Estate Services 18.1 % 18.1 % Diversified REITs 8.9 % 8.9 % Industrial REITs … The biotech ETF universe is comprised of about 10 distinct ETFs, excluding inverse and leveraged ETFs, as well as funds with less than $50 million in assets under management (AUM).The … In fact, the three most popular REIT ETFs - iShares U.S. Real Estate ETF ( IYR), Vanguard REIT Index ETF ( VNQ) and SPDR Dow Jones REIT ETF ( RWR) are still down in … ETF … Returning for 2020 are the Ottawa-based PWL Capital duo Cameron Passmore and Ben Felix; Robb Engen, a fee-only planner and blogger for Boomer & Echo; former Tangerine advisor Dale Roberts (the blogger behind Cut the Crap Investing); Mark Yamada, CEO of PUR Investing and his colleague Ioulia Tretiakova; Yves Rebetez, formerly of ETFInsight.ca and CIO of Pascal Financial; and Dave Nugent, chief client officer at Wealthsimple for Advisors. color: #102f32; Inverse ETFs can be found in the following asset classes: GLD’s administration organized this visit to show that GLD’s gold actually exists. BMG’s case for gold can be found, Still, not all gold enthusiasts believe in electronic or paper gold, which is what you get if you buy gold ETFs or gold mining stocks. How? It currently stands at 0.75%. The REIT’s properties are well located across Canada majorly in the largest markets. "ETF Screener." “Opening statements perhaps may not be useful for a while,” says Nugent, adding that investors should try to remove emotion and not get caught up in all the noise. The overall objective of the ETF is to duplicate the performance of the Solactive Equal Weight Canada Banks Index. Still, not all gold enthusiasts believe in electronic or paper gold, which is what you get if you buy gold ETFs or gold mining stocks. a.flex-item { In Canada, the ETF family best known for these products—assuredly not for the faint of heart—is. For example, switch from VBAL or XBAL (60% stocks) to VCNS or XCNS (40% stocks), which may be appropriate for retirees in their 60s. I’ve also discovered a number of other issues along the way: “CNBC’s Bob Pisani also made a highly publicized visit to GLD’s gold vault in a segment called Gold Rush: The Mother Lode. text-decoration: none !important; Accessed Nov. 18, 2020. “Reducing volatility allows a portfolio to compound more efficiently by limiting volatility ‘drag’.”. That bull market, of course, came to an abrupt end in March (and delayed the release of this package by a few weeks compared to previous years). ETFdb.com. a.flex-item:hover { © 2002-2020 Ratehub Inc. All rights reserved. If you’ve reached your 60s and are either retired or considering it, we would urge you to think strongly about asset allocation and how the All-stars fit into it. But the love for low-volatility ETFs was not unanimous. In the end, the panel did add the three BMO low-volatility funds to our picks, as well as four other U.S. and global low-vol ETFs. ProShares. Furthermore, leveraged ETFs are designed to achieve their multiplier on one-day returns, but you should not expect that they will do so on longer-term returns. Lower volatility and outperformance? Some inverse REIT ETFs employ leverage, amplifying the short exposure to the underlying index. "Leveraged & Inverse ETFs: DRN DRV." On average, past U.S. bear markets have experienced declines of 30% over a period of 13 months, and recovered within 27 months from the bottom. PWL is a Canadian wealth management firm managing $3 billion in client assets using low-cost ETFs and index funds. CI First Asset Canadian REIT ETF. } Feeling uncertain about the markets right now is normal—but... MoneySense is a journalistic website with freelance contributors who help produce our content. } font-weight: 700; margin-bottom: 1em; ETF Overview. (But if you’re looking for a few specialty ideas, we’ve still got you covered with our “desert island” picks.). .best-etfs-2020-links { Understand the holdings. On the other hand, if the bull market resumes it would do the opposite, selling stocks to bring them down to 60%, and adding to bonds to keep them at 40%. U.S. While our expert panel added several new ETFs this year—some in global fixed income, a few low-volatility ETFs and two new families in the all-in-one asset allocation category—virtually all our picks from last year returned, most unanimously. Such a fund would have a high MER due to the high carry cost of shorting on the TSX. Inverse REIT ETFs aim to provide investors with short exposure to a basket of securities in the real estate sector. is CEO of Toronto’s PUR Investing Inc., which. The PWL team of Felix and Passmore voted against including them, citing this piece from PWL’s director of research, Raymond Kerzérho, which points out the average MER of low-volatility ETFs is 0.46%, compared to just 0.15% for core ETFs. iShares MSCI Canada ETF is the old guard in the Canadian ETF space, but it still has plenty to offer investors. Of course, a 65-year-old retiree could live for another three decades, and the longer you live, the more inflation can be a problem. ETFdb.com. Say, for example, you’re invested in VBAL/XBAL/ZBAL, which most closely resemble the classic balanced fund or pension fund with 60% stocks to 40% bonds. ETF issuers who have ETFs with exposure to Inverse Equities are ranked on certain … stay the asset allocation course,” he says. Horizons ETFs Management (Canada) Inc. offers inverse ETFs based on three of the most … The panel continues to share the philosophy that the. Ben has a bi-weekly YouTube series called. Personally, I’ve always believed in a 10% strategic allocation to the precious metals asset class. Inverse ETFs can be riskier investments than non-inverse ETFs, because they are only designed to achieve the inverse of their benchmark's one-day returns. Cameron co-hosts the Rational Reminder podcast. Hundreds of failing businesses no longer need office space, which can impact industrial REITs. The only 2019 selection that was removed for 2020 is BMO’s Laddered Preferred Share Index ETF (ticker: ZPR), with the panelists agreeing that preferred shares don’t make sense in a long-term passive core portfolio. Below, we address all these ideas, as well as the role of precious metals and real estate ETFs. Leveraged ETFs may also include the inverse REIT ETFs which provide returns in the inverse manner of the underlying index. Some REITs offer interesting preferred shares as well. } max-width: 400px; We are unable to control and are not responsible for any of the content on external sites that we may link to. margin: .5em; The S&P 500's total return over the past 12 months is 17.9% as of November 17, 2020. The best-performing inverse REIT ETF, based on performance over the past year, is the ProShares Short Real Estate (REK). There just isn't enough volume on the TSX to justify a real estate bear ETF. Cameron co-hosts the, and co-author of Victory Lap Retirement. It owns 35 to 50 cloud computing, AI, cybersecurity and blockchain stocks. Exclude Leveraged and Inverse ETFs… Share this article More than $211 billion is invested in these products nationwide. Given the almost 800 ETFs now trading on Canadian stock exchanges, we divided our experts into four teams: the PWL team, the PUR team, the blogger team of Engen and Roberts and, last but not least, team Nugent and Rebetez. Ben Felix is a Portfolio Manager with PWL Capital in Ottawa. He joined the firm in 2013. Investors bullish on the real estate sector can use a REIT exchange-traded fund (ETF) to invest in a basket of REITs. It is intended for short-term hedging and speculative purposes, and not as part of a buy-and-hold strategy. . } Fidelity Zero Total Market Index Fund (FZROX) Let’s look at a couple of key benefits and features of … All-in-One display: flex; For more details, see this SEC alert. Note that the table below may include leveraged and inverse ETFs. Returning for 2020 are the Ottawa-based PWL Capital duo Cameron Passmore and Ben Felix; Robb Engen, a fee-only planner and blogger for, ; former Tangerine advisor Dale Roberts (the blogger behind. Read on for some important things to consider when choosing a REIT ETF. "ProShares Short Real Estate." Note that ETFs are usually tagged by ETFdb analysts as more than one type; for example, an inverse gold ETF may be tagged as “inverse” and as “gold” and as “commodity”. , which points out the average MER of low-volatility ETFs is 0.46%, compared to just 0.15% for core ETFs. You can learn more about the standards we follow in producing accurate, unbiased content in our. Accessed Nov. 18, 2020. Accessed Nov. 18, 2020. Accessed Nov. 18, 2020. padding: .5em; Fees: 0.75% Dividend Yield: 5.21% | 5.18% … Share on Reddit "ProShares Ultra Short Real Estate." “It’s a market timing tool, and I tell clients we can’t time the market,” says Felix, who is particularly wary about inverse ETFs. flex-direction: row; “If you follow those rules, you’ll achieve your goal,” he says. Disappointed those values were not listed considering the decision to stay with many of the same ETF’s. That’s 50 recommended ETFs in total, which should be a good start for readers looking to narrow down the wealth of possible options in this growing cornucopia of choice. Horizons ETF Management is the main provider of leveraged and inverse ETFs in Canada. align-content: space-around; Mark Yamada is CEO of Toronto’s PUR Investing Inc., which provides the ETF Screener for the TMX Money website. Another bear market product that didn’t make the All-star cut deserves a mention: inverse or reverse ETFs that profit as certain major stock indexes plunge. Their time horizon to recoup losses has dwindled. International From the get-go, the idea was to create a low-cost “set it and forget it” shortlist of ETFs that rarely needs tweaking. He’s based in Lethbridge, Alta. He is a partner in the firm as well as a Portfolio Manager in Ottawa. Most of the other panelists were against including any inverse ETFs in our All-stars list. Jonathan Chevreau on May 17, 2020. Share on Facebook Apart from the gold miners, you can own gold bullion through vehicles like the GLD ETF and a mutual fund, BMG Bullion Fund, which holds all three of gold, silver and platinum bullion. These products provide inverse 1:1 exposure to the S&P/TSX 60 and S&P500 respectively: BetaPro S&P/TSX 60 Daily Inverse ETF (HIX) and BetaPro S&P 500 Daily Inverse ETF (HIU). The ETF uses various real estate index swaps to provide bearish investors with a daily return that is -3x the daily performance of its index. Cautious investors should keep in mind the old adage that fixed-income exposure should roughly equal your age. RBC iShares ETFs are comprised of RBC ETFs managed by RBC Global Asset Management Inc. and iShares ETFs managed by BlackRock Asset Management Canada Limited ("BlackRock Canada"). In the meantime, about the closest may be the Next Generation Internet ETF from Ark Funds (ARKW/NYSE). Jonathan Chevreau, you seem to have some familiarity with this particular gold fund. REIT ETFs hold REITs and REIT stocks. Please contact us here. display: none SRS resets on a daily basis, resulting in compounding of returns over multiple periods. On average, past U.S. bear markets have experienced declines of 30% over a period of 13 months, and recovered within 27 months from the bottom. It's important to note that our editorial content will never be impacted by these links. Some believe only actual gold or silver bullion and/or coins can provide true wealth preservation if times get really tough. CI First Asset Canadian REIT ETF (TSX:RIT) This REIT ETF is a little different than the rest, putting distance between its competitors in a few interesting ways. Note that ETFs are usually tagged by ETFdb analysts as more than one type; for example, an inverse gold ETF may be tagged as “inverse” and as “gold” and as “commodity”. Retail ETF investors hate high MERs as a rule, … Inverse ETFs are investments that deliver the opposite performance of their reference index on a daily basis. Kerzérho does concede, however, that the Canadian low-vol ETFs have indeed kept their promise of less volatility than the broad market, and more than half the low-vol ETFs he studied produced five-year total returns above their benchmarks. With many of the underlying index falls by 1 % 2 % when the underlying index in. I ’ ve spent quite a bit of time doing my due diligence into.. Canada, the ETF … Vanguard FTSE Canadian Capped REIT index ETF ( ). A product they are deliberately hiding information from investors. ” the Solactive Equal Weight Canada Banks index made the for... Information from investors. ” trailing total return are REK, srs, and inverse reit etf canada., however, inverse ETFs explain differences in returns crash brought to light a mismatch as as! 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