ETF Investing Canada: A Friendly Guide to Building Your Wealth скачать в хорошем качестве

ETF Investing Canada: A Friendly Guide to Building Your Wealth

Major Canadian ETF Providers BlackRock (iShares) Largest ETF provider in Canada Comprehensive lineup covering broad markets, sectors, and factors Popular funds include XIU (S&P/TSX 60), XIC (S&P/TSX Composite), and XAW (All-World ex Canada) BMO Asset Management Extensive range of index, factor, and income-oriented ETFs Known for innovative dividend and covered call strategies Notable funds include ZCN (S&P/TSX Composite) and ZWB (Canadian Banks Covered Call) Vanguard Canada Known for ultra-low-cost broad market ETFs Focus on total market exposure and asset allocation funds Popular options include VCN (FTSE Canada All Cap) and VGRO (Growth Portfolio ETF) Horizons ETFs Specializes in innovative and alternative strategies Offers unique Total Return (TRI) swap-based ETFs with tax advantages Well-known for HXT (S&P/TSX 60 TRI) and HMMJ (Marijuana Producers Index) RBC iShares Partnership combining RBC Global Asset Management and BlackRock Provides comprehensive solutions spanning both families Integration allows for simplified portfolio construction Popular ETF Categories in Canada Canadian Equity ETFs Broad Market: XIU, XIC, VCN, ZCN track various Canadian indices Dividend-Focused: CDZ, XDV, VDY target dividend growth or yield Sector-Specific: XEG (energy), XFN (financials), XIT (technology) US and International Equity ETFs US Exposure: XUU, VUN (total US market), XSP, VSP (S&P 500, CAD-hedged options) International Developed: XEF, VIU (international developed markets) Emerging Markets: XEC, VEE (broad emerging markets exposure) Global: VEQT, XEQT (all-in-one global equity portfolios) Fixed Income ETFs Canadian Bonds: XBB, VAB, ZAG (broad Canadian bond market) Corporate Bonds: XCB, VCB (Canadian corporate bonds) Government Bonds: XGB, ZGB (Canadian government bonds) Global Bonds: XBG, VBG (global bond exposure) All-in-One ETFs Asset Allocation Solutions: VBAL, VGRO, VEQT (Vanguard) iShares Core Portfolios: XCNS, XBAL, XGRO, XEQT (iShares) BMO All-in-One: ZCON, ZBAL, ZGRO (BMO) Typically range from conservative (higher bond allocation) to aggressive (higher equity allocation) Tax Considerations for Canadian ETF Investors TFSA (Tax-Free Savings Account): All ETF gains and income completely tax-free RRSP (Registered Retirement Savings Plan): Tax-deferred growth; ideal for US-listed ETFs due to withholding tax treaty Non-Registered Accounts: Different tax treatment for interest, dividends, and capital gains Foreign Withholding Taxes: Considerations for international ETFs, especially US-listed funds Swap-Based ETFs: Horizons TRI series offers potential tax advantages in non-registered accounts This content is for educational and entertainment purposes only, not financial advice.