The panel opted to retain all four of our 2019 U.S.-equity ETF picks, while adding three low-volatility ETFs.
Returning picks are the US Total Market XUU from iShares, and three low-cost plays on the S&P500 index: VFV and VSP from Vanguard, and BMO’s ZSP.
New this year are the BMO Low Volatility Equity ETF (ZLU), the iShares Edge MSCI Min Vol USA Index (XMU, MER 0.33%) and the Fidelity US Low Volatility Index ETF (FCUL, 0.4%). You will find more information on low-volatility ETFs in our All-star package overview.
And don’t forget to consult the latest crop of “desert island” picks: several panelists went with specialty US equity ETFs, such as HXQ.U from Mark Yamada and—new this year—Yves Rebetez selected NXTG as a 5G (fifth-generation wireless) Nasdaq play. The PWL team of Ben Felix and Cameron Passmore picked a US small-cap value play: Avantis U.S. Small Cap ETF (AVUV/NYSE Arca). And Dale Roberts chose the Vanguard Dividend Appreciation ETF (VIG/NYSE Arca).
|ETF Name||Ticker||Management Fee||MER||# of Holdings||Description|
|iShares Core S&P US Total Market Index ETF||XUU||0.07||0.07||4||Holds total U.S. stock market through 4 iShares Core Funds|
|Vanguard S&P 500 Index ETF||VFV||0.08||0.09||508||Provides unhedged exposure to the S&P500 at a very low cost|
|Vanguard S&P 500 Index ETF (CAD-hedged)||VSP||0.08||0.09||508||Provides currency-hedged exposure to the S&P_500 at no extra cost|
|BMO S&P500 Index ETF (CAD)||ZSP||0.08||0.09||505||Alternative to VFV; tied on fee; fund size is largest among 4 US Core ETFs|
|NEW! BMO Low Volatility Equity ETF||ZLU||0.30||0.33||102||Holds at least 100 U.S. large-cap stocks with lower volatility than the market|
|NEW! iShares Edge MSCI Min Vol USA Index||XMU||0.30||0.33||208||Holds U.S. equities with lower volatility than the MSCI USA index|
|NEW! Fidelity US Low Volatility Index ETF||FCUL||0.35||0.39||90||Invests in large- and mid-cap U.S. equities with lower volatility than the broad U.S. market.|