He is a partner in the firm as well as a Portfolio Manager in Ottawa. 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). .best-etfs-2020 { 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”. Now in its eighth edition, the MoneySense ETF All-stars had, until now, benefited from an 11-year bull market that began in 2009. 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. How? "ProShares Ultra Short Real Estate." 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. He joined the firm in 2013. li#text-76 { Those in their 70s may prefer the most conservative one, VCIP, which is only 20% in stocks. ETFs with very low assets under management (AUM), less than $50 million, usually have lower liquidity than larger 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”. 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. Accessed Nov. 18, 2020. MoneySense is fully owned by Ratehub Inc, but remains editorially independent. Some believe only actual gold or silver bullion and/or coins can provide true wealth preservation if times get really tough. Below, we address all these ideas, as well as the role of precious metals and real estate ETFs. Given the low rate environment, Rebetez is opposed to one-ticket solutions if they have more than 65% or 70% bonds. Their time horizon to recoup losses has dwindled. The first low-vol ETF was launched in 2011; there are now 44 in Canada, with assets exceeding $8 billion. padding: 0px !important; ), there are also two double-inverse ETFs: HXD and HSD. He was a cofounder of Wealthsimple. 1. Horizons ETFs Management (Canada) Inc. offers inverse ETFs based on three of the most widely followed market indices in Canada and the United States. The PWL team of Felix and Passmore voted against including them, citing. A more efficient approach, he concludes, would be targeting those factors directly to maintain consistent exposure. “If you follow those rules, you’ll achieve your goal,” he says. font-size: .8em; What a difference a year makes! The ETF … 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. is a former investment advisor with Tangerine and founder of the, is a Portfolio Manager with PWL Capital in Ottawa. 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. MoneySense will always make updates and changes to correct factual errors. Those so inclined can cherry-pick some of ARKW’s holdings as individual stocks. 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.”. iShares MSCI Canada ETF is the old guard in the Canadian ETF space, but it still has plenty to offer investors. “This should unwind some as we get through this.”, Given the devaluation of many currencies, he likes the. The case for low-volatility ETFs became stronger after February, as global markets suffered the aforementioned biggest one-week meltdown in recent history. The Vanguard FTSE Canadian Capped REIT Index ETF (VRE.TO) grants exposure to small, mid and large-cap Canadian real estate companies … Other than that, we relied on our experts for input. ETF … However, we added two new ETFs with a global and/or U.S. focus: the Vanguard Global Aggregate Bond Index ETF (CAD-Hedged, ticker VGAB), and the Nasdaq-listed iShares Barclays 20 … The fund resets on a daily basis, which results in the compounding of returns over multiple periods. } The major North American indexes have roughly 3% exposure to real estate, but many ETF portfolio builders top-up their REIT exposure with another 5% to 10%. 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. “In fact, both ZLB and ZLU have trounced their respective indexes dating back many years since the funds’ inception. "REK SHORT REAL ESTATE." This REIT ETF is a little different than the rest, putting distance … "DOW JONES U.S. REAL ESTATE INDEX." 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. The PUR Investing team has long made the case for including low-volatility ETFs in our list. 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. In the meantime, about the closest may be the Next Generation Internet ETF from Ark Funds (ARKW/NYSE). 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. All-in-One Overview And, as of mid April, it appears stock market volatility—in both directions—is likely to be with us for some time. flex-wrap: nowrap; 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%. “Reducing volatility allows a portfolio to compound more efficiently by limiting volatility ‘drag’.”. They may be slightly more expensive, but they do their job over time. As the moniker implies, low-volatility ETFs rank stocks based on their volatility and select those on the lower end, with imposed limits to promote diversification and limit concentration. Exploring the Benefits and Risks of Inverse ETFs, Direxion Daily Real Estate Bear 3x Shares (DRV), Direxion Daily Real Estate Bear 3x Shares. "SRS – ULTRASHORT REAL ESTATE." Some REITs offer interesting preferred shares as well. But investors with a bearish outlook have the option of putting their money in inverse REIT ETFs. They also have decent tax efficiency. background-color: #102f32; Share this article Jonathan Chevreau  on May 17, 2020. } Traditional ETFs gain when their underlying index rises in price. “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. (Zoom fell back in March over security concerns as millions of users flocked to it during the crisis.). max-width: 400px; What about emphasizing the need to have an appropriate asset mix and to rebalance?” he asks. If the index falls 1% on a given day, then the fund is expected to return 2% on that day, before fees and expenses. An ETF is a fund that owns many investments on behalf of a group of investors. Personally, I’ve always believed in a 10% strategic allocation to the precious metals asset class. “It’s an asset class with very unique qualities and it’s a very good portfolio diversifier,” says Roberts. a.flex-item { PWL is a Canadian wealth management firm managing $3 billion in client assets using low-cost ETFs and index funds. Fees: 0.75% Dividend Yield: 5.21% | 5.18% … Who should own them? The GLD managing organizations sure went out of their way to create this glaring audit loophole. (HGY), which provides gold exposure plus some covered call writing that effectively turns it into a high-interest-rate savings account. 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 joined the firm in 2013. 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). Note that the table below may include leveraged and inverse ETFs. color: #102f32; Never fear: our panel of eight experts continues to seek buy-and-hold, low-cost and well-diversified ETFs that will stand up through all kinds of markets, and certainly for the next year. } had, until now, benefited from an 11-year bull market that began in 2009. For instance, an inverse bond ETF that is tracking the larger US Treasury market (benchmark) will increase by 2 percent if the benchmark decreases by 2 percent - that is, the returns of the inverse bond ETFs … 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. (But if you’re looking for a few specialty ideas, we’ve still got you covered with our “desert island” picks.). Vanguard FTSE Canadian Capped REIT Index ETF . My own advisor has long counselled those in the “retirement risk zone” to be somewhere between 50% and 60% fixed income (cash, GICs, bond ETFs). The REIT’s properties are well located across Canada majorly in the largest markets. That is a US and Global REIT. This year-to-year consistency seems to validate our long-term approach. It seems like they are deliberately hiding information from investors.”. With 88 ETFs traded in the U.S. markets, Inverse ETFs gather total assets under management of $11.42B. Exclude Leveraged and Inverse ETFs… For example, the Horizons Beta Pro S&P/TSX 60 Bear Plus ETF (HXD) gives you 200% of the daily inverse in the TSX 60. 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. With REIT ETFs, you can invest in a diverse range of properties with one low-cost investment — ETFs can be bought and sold like shares of stock on the stock market, and just like stocks, the companies that create and manage ETFs have to provide information to the public that helps you decide if it is a good investment. iShares MSCI Canada ETF is the old guard in the Canadian ETF space, but it still has plenty to offer investors. Some inverse REIT ETFs employ leverage, amplifying the short exposure to the underlying index. Roberts likes the idea of inverse ETFs, but warns they’re intended for use by experienced investors or those with very savvy advisors. “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. } Many ETFs buy REITs in the form of a stock that meets the requirements to be considered a REIT… Investopedia requires writers to use primary sources to support their work. He can be reached at [email protected]. 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). } Recall that within a matter of weeks of COVID-19 hitting North American shores, the Dow Jones Industrial Average plummeted from nearly 30,000 to under 20,000, with considerable volatility thereafter. 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 % 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. Ioulia Tretiakova 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. ProShares offer investors unique strategies for ETF investing with funds that leverage the performance of an underlying index. But losses are also amplified, meaning that when the index rises 1%, the inverse REIT ETF offering -2x leverage falls 2%. Our core principles remain low cost, broad diversification and tax efficiency—whether in a roaring bull market, a bear market or something in between. } ETFdb.com. These ETFs provide short exposure to the securities tracked by either the Dow Jones U.S. Real Estate Index or the MSCI U.S. IMI Real Estate 25/50 Index. ; 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. We try our best to look at all available products in the market and where a product ranks in our article or whether or not it's included in the first place is never driven by compensation. In Canada, the ETF family best known for these products—assuredly not for the faint of heart—is. “Gold and the U.S. dollar have behaved way better than other ‘currencies’,” concedes Rebetez, who uses gold as a currency. Investors bullish on the real estate sector can use a REIT exchange-traded fund (ETF) to invest in a basket of REITs. As such, exposure to specialized asset classes, such as technology, gold or real estate, is limited to whatever the index weightings in our model portfolio hold. h2.termNameTitle { Leveraged ETFs are a subset of the overall REIT ETFs. Great article but wondering why the annual performance values were not included? If the index falls 1% on a given day, DRV is expected to rise 3% on that same day. He’s based in Lethbridge, Alta. Accessed Nov. 18, 2020. This ETF offers exposure to a broad portfolio of Canadian (48% of portfolio) and US (48% of portfolio) real estate equities. The average expense ratio is 1.02%. “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. Rebetez believes inverse ETFs aren’t appropriate for most individuals, and those who are concerned about further downside from here can simply lower their allocation to equities, which can be achieved through asset allocation ETFs and robo-advisors. 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. Approximately 57% of the portfolio’s base rent is generated from large urban markets, mainly in Toronto, Calgary, Vancouver, and Montreal. Real estate investment trusts (REITs) are companies that own, operate, or … 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. Check out the individual sections for Canadian, U.S. and International ETFs to find out who made this year’s list. Given that CGR is a Canadian dollar REIT ETF with US and International assets you will face those … stay the asset allocation course,” he says. 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. The CI First Asset Canadian REIT ETF (TSX:RIT) has the highest management fee of all the Canadian REIT ETFs profiled today. "Leveraged & Inverse ETFs: DRN DRV." Inverse ETFs can be found in the following asset classes: He is a partner in the firm as well as a Portfolio Manager in Ottawa. CI First Asset Canadian REIT ETF (RIT) Ticker: RIT. He was a cofounder of Wealthsimple. For more details, see this SEC alert. What is the purpose of this loophole? 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. Tracking error tells the difference between the performance of a stock or mutual fund and its benchmark. As of 12/18/2020. We examine these 3 inverse REIT ETFs below. Discover more about it here. background-color: #e5eff6; The crash that began in March 2020 certainly coloured some of our panelists’ views this year. Required fields are marked *, “you can own gold bullion through vehicles like the GLD ETF”. International 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. } 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. For example, an inverse ETF may return 1% on a day when its benchmark falls -1%, but you shouldn't expect it to return 10% in a year when its benchmark falls -10%. Top 7 Best ETFs In Canada . } The go-to Canadian dollar International REIT is iShares CGR. ProShares. Most of the other panelists were against including any inverse ETFs in our All-stars list. Jonathan Chevreau is founder of the Financial Independence Hub, author of Findependence  Day and co-author of Victory Lap Retirement. Share on Twitter Compare the Best Online Brokerages in Canada >. border-radius: 4px; 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). If the index falls by 1% on a given day, then REK is expected to rise 1%. In Canada, the ETF … It’s believed that Direxxion ETFs is about to launch an ETF to capitalize on this trend, perhaps under the apt ticker WFH. 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. Disappointed those values were not listed considering the decision to stay with many of the same ETF’s. Leveraged ETFs may also include the inverse REIT ETFs which provide returns in the inverse manner of the underlying index. Accessed Nov. 18, 2020. As of 12/18/2020. You can learn more about the standards we follow in producing accurate, unbiased content in our. 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. A double gold exchange-traded fund (ETF) is designed to respond to twice the daily rise and fall of the price of gold. display: inline-block; Cautious investors should keep in mind the old adage that fixed-income exposure should roughly equal your age. For example, switch from VBAL or XBAL (60% stocks) to VCNS or XCNS (40% stocks), which may be appropriate for retirees in their 60s. Such a fund would have a high MER due to the high carry cost of shorting on the TSX. While the panel is enthusiastic about our All-in-one ETF picks, keep in mind these asset allocation funds largely consist of different combinations of stocks and bonds, and tend to have only market weights in precious metals and real estate. Our list now contains an elite 42 All-star picks—a big jump from 25 last year. 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. It's important to note that our editorial content will never be impacted by these links. Read Making sense of the markets this week: December 21, Read How to make the most of your TFSAs in retirement, Read Making sense of the markets this week: December 14, Read Ways to “unlock” retirement savings in a LIRA, Read Making sense of the markets this week: December 7, Calculating how much money you’ll need at retirement. Similarly, Canadian investors can also bet against the American stock market through Horizons BetaPro S&P 500 Inverse ETF or bet on a leveraged-ETF that returns twice the negative … For more information please read our policies. An inverse ETF is an exchange-traded fund that uses various derivatives to profit from a decline in the value of an underlying benchmark. 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. So, a new retiree who is 65 would be 65% fixed income and 35% in stocks. Share on Facebook Now that the U.S. federal reserve has announced what amounts to QE Infinity, the printing presses are going into overdrive, which should be a plus for gold. width: 93% Consider kicking the tires of the below ETFs. ETFdb.com. However, we added two new ETFs with a global and/or U.S. focus: the Vanguard Global Aggregate Bond Index ETF (CAD-Hedged, ticker VGAB), and the … Vanguard S&P 500 ETF (VOO) Vanguard S&P 500 ETF seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. overflow: hidden; An inverse REIT ETF that offers -2x leverage will increase 2% when the underlying index falls by 1%. 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. Understand the holdings. Inverse ETFs are investments that deliver the opposite performance of their reference index on a daily basis. "Direxion Daily Real Estate Bear 3x Shares." joined PWL Capital in 1997. PWL is a Canadian wealth management firm managing $3 billion in client assets using low-cost ETFs and index funds. 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. SRS resets on a daily basis, resulting in compounding of returns over multiple periods. 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 … Retail ETF investors hate high MERs as a rule, … For those interested, refer to some of the REIT ETFs flagged in, last year’s edition (2019) of the ETF All-stars, , CFA, is former editor of ETFInsight.ca and CIO of Pascal Financial, a F, inTech company that launched recently with an initiative called Prevail. Desert-Island Picks 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. Of course, the All-stars list has evolved to include more names as the ETF space in Canada exploded year over year. Direxion. 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. Exclude Leveraged and Inverse ETFs. Feeling uncertain about the markets right now is normal—but... MoneySense is a journalistic website with freelance contributors who help produce our content. REIT holdings is something I do not leave to an ETF vendor. Similarly, Canadian investors can also bet against the American stock market through Horizons BetaPro S&P 500 Inverse ETF or bet on a leveraged-ETF that returns twice the negative return in … Accessed Nov. 18, 2020. 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. If a link has an asterisk (*) at the end of it, that means it's an affiliate link and can sometimes result in a payment to MoneySense which helps our website stay free to our users. Such a fund would have a high MER due to the high carry cost of shorting on the TSX. is Chief Client Officer for Wealthsimple for Advisors. align-items: flex-start Note that the table below may include leveraged and inverse ETFs. 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. is a fee-only financial planner and founder of the award-winning. 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. ETFs levered doubly or triply to up or down moves in the market are particularly explosive in the wrong hands and circumstances. For his part, Robb Engen is adamant about sticking to a long-term plan, and hence most of our prior year’s picks. Set a plan, save regularly, keep costs low, diversify and don’t pick stocks. However, inverse ETFs gain when the underlying index falls. Ben has a bi-weekly YouTube series called Common Sense Investing, and co-hosts the weekly Rational Reminder podcast. It is intended for sophisticated investors looking to hedge their real estate exposure or for speculating on declines in the real estate market. , DRV offers 3x daily short exposure to the MSCI U.S. IMI Real Estate 25/50 Index, an index of all market cap segments of the U.S. real estate sector. Share on Email, Your email address will not be published. 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. Rebetez believes inverse ETFs aren’t appropriate for most individuals, and those who are concerned about further downside from here can simply lower their allocation to equities, which can be achieved through asset allocation ETFs and. According to the Canadian ETF Association (CETFA), as of this January there were 766 ETFs trading on Canadian exchanges, created by 37 different sponsors. ETFdb.com. Please contact us here. The offers that appear in this table are from partnerships from which Investopedia receives compensation. Jonathan Chevreau  on May 17, 2020, By  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. Accessed Nov. 18, 2020. Generally, however, our panelists are in favour of staying the course and sticking with the core approach this package has taken in previous years. 7  The ETF follows a blended strategy, … (Memory aid: with HXU, the U means you’re betting the market is going up; with HXD you’re betting it goes down.) It was later found that this “GLD” bar actually belonged to ETF Securities.”, “Did anyone try calling the GLD hotline at (866) 320 4053 in search of numerical details on GLD’s insurance? First off, the big negative. Note that the table below may include leveraged and inverse ETFs. Once each team had a consensus on which of last year’s picks to retain or replace, we voted on each one. , which points out the average MER of low-volatility ETFs is 0.46%, compared to just 0.15% for core ETFs. Horizons ETF Management is the main provider of leveraged and inverse ETFs in Canada. Accessed Nov. 18, 2020. In Canada, the ETF family best known for these products—assuredly not for the faint of heart—is Horizons ETFs. But the love for low-volatility ETFs was not unanimous. Inverse REIT ETFs aim to provide investors with short exposure to a basket of securities in the real estate sector. CI First Asset Canadian REIT ETF. GLD’s administration organized this visit to show that GLD’s gold actually exists. ETFdb.com. By  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, While this decline was sharp and fast, bear markets are nothing new and—so far, at least—this one hasn’t been anything special, as PWL’s Felix notes in a. . If you read something you feel is inaccurate or misleading, we would love to hear from you. I review the business and the financial statements and buy the ones I like. 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. Share on Reddit The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 … For more details read our MoneySense Monetization policy. There are 3 distinct inverse REIT ETFs that trade in the U.S. Long-term investors not looking to “time” markets can improve their returns by substituting low-vol ETFs for broad market ones. People who view this as a way to preserve wealth could check out the Hard Assets Alliance. Exclude Leveraged and Inverse ETFs. The ETFs with the best 1-year trailing total return are REK, SRS, and DRV. The panel continues to share the philosophy that the ETF All-stars established when Dan Bortolotti, then a magazine journalist and now a portfolio manager at PWL Capital, and I first conceived of it back in 2013. 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