I’m not sure why Horizons ETFs don’t list that? So, the HGRO MER, should, consist of the management fee as well re: re: the cost of running the fund. Re: The management fee should be part of the MER but as you know, there might be other fees involved with any fund as well.īased on the literature I see on the Horizons ETF site, currently HGRO MER = 0.16%. This article was originally published in 2012 and is updated annually (most recently on May 25, 2022). Watch: MoneySense – BMO ETFs – Asset-Allocation ETFs Holds 6 Horizons equity funds with global exposure 100% equities Holds 9 BMO ETFs 40% equities, 60% fixed income Holds 9 BMO ETFs 60% equities, 40% fixed income Holds 9 BMO ETFs 80% equities, 20% fixed income Most conservative: 20% equities, 80% fixed income IShares Core Income Balanced ETF Portfolio Holds 8 iShares ETFs 40% equities, 60% fixed income IShares Core Conservative Balanced ETF Portfolio Holds 8 iShares ETFs 60% equities, 40% fixed income Holds 8 iShares ETFs 80% equities, 20% fixed income Most aggressive: holds 4 iShares ETFs 100% equities Holds 8 Vanguard ETFs seeks to yield 4% a year Holds 7 Vanguard ETFs 20% equities, 80% fixed income Vanguard Conservative Income ETF Portfolio Holds 7 Vanguard ETFs 40% equities, 60% fixed income Holds 7 Vanguard ETFs 60% equities, 40% fixed income Holds 7 Vanguard ETFs 80% equities, 20% fixed income
To download the list to your device, tap or click your preferred format (Excel, CSV or PDF) below. To view all the data in this chart, use your mouse or two fingers to slide the columns right or left. Although now, with the severe bond correction, we may have some better risk reward to re-enter some bond exposure.” Best all-in-one ETFs for 2022 “We don’t necessarily think the traditional balanced fund is dead, but some think so, which is why in your asset accumulation years it’s likely best to learn to live with stocks, including the short-term volatility, to be rewarded long-term with equities. Yves Rebetez and Mark Seed have a bias to XGRO, which is 80% equities and 20% fixed income, as “the traditional 60/40 balanced fund will likely suffer from rising rates,” says Rebetez. Large Cap Index ETF, the Horizons S&P/TSX 60 Index ETF and the Horizons Emerging Markets ETF. It holds six total return ETFs, including the Horizons U.S. Out of all the choices that did make the list, Dale Roberts leans more towards HGRO, Horizons’ offering, for its tax efficiency and portfolio construction. “I would exclude anything that uses cryptocurrency,” says Mark Yamada, adding that he would extend that same concern to any asset with no expected return, like more general currencies and gold. While the panel agreed these were interesting options, they ultimately said no because of the funds’ exposure to crypto. There was some discussion around adding two Fidelity all-in-one funds-the Fidelity All-in-One Balanced ETF (FBAL) and the Fidelity All-in-One Growth ETF (FGRO)-because they’ve allocated 2% and 3% of their investments, respectively, to the Fidelity Advantage Bitcoin ETF (FBTC), which invests directly in bitcoin. “Asset-allocation ETFs absolutely changed the game when they came on the scene a few years ago, and now nearly every ETF provider offers a suite of these all-in-one products, which is great for investor choice,” says Robb Engen. All but a few of the choices received unanimous support from our panellists, and there were no new additions this year. Asset-allocation exchange-traded funds (ETFs), also called all-in-one ETFs, have become increasingly popular among Canadian investors, so it’s no wonder that 15 of the panel’s overall “Best ETFs for Canadians” selections are in this category.