What is the BEST Asset Allocation ETF for Canadians? FULL REVIEW (Pt.2)

This is a complete comparison of the main All-In-One ETF (aka Asset Allocation ETF) companies’ products: Blackrock iShares, BMO, Horizons, and Vanguard. We will compare their fees, tax drag, and holdings, reviewing which is the best to hold in each account. For Part 1 of the intro to ETFs, the link is here:    • All-In-One ETFs EXPLAINED for Canadia...  

𝗧𝗼𝗽𝗶𝗰𝘀 𝗖𝗼𝘃𝗲𝗿𝗲𝗱:
0:00 - Intro
3:14 - The Big 4 Providers of Asset Allocation ETFs
4:52 - Stock:Bond Allocation of each ETF
6:10 - Net Assets & Daily Volumes of each ETF
11:29 - Underlying Equity Holdings
18:29 - Underlying Bond Holdings
23:40 - TFSA: Fee & Tax Drag Comparison
27:37 - RRSP: Fee & Tax Drag Comparison
28:12 - Personal Taxable Account: Fee & Tax Drag
29:39 - Corporation: Fee & Tax Drag
33:50 - Summary

𝗧𝗶𝗰𝗸𝗲𝗿 𝗦𝘆𝗺𝗯𝗼𝗹𝘀:
1) Blackrock iShares: XEQT, XGRO, XBAL, XCNS
2) BMO: ZEQT, ZGRO, ZBAL, ZCON
3) Horizons: HGRO, HBAL, HCON
4) Vanguard: VEQT, VGRO, VBAL, VCNS

𝗢𝘁𝗵𝗲𝗿 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀:
1) ETFs Made Simple (Pt 1):    • All-In-One ETFs EXPLAINED for Canadia...  
2) Efficient Investing in a Corp/RDTOH:    • Efficient Investing in a Corporation ...  
3) Loonie Doctor Blog Article: https://www.looniedoctor.ca/allocatio...

This presentation was created by Dr. Mark Soth from The Loonie Doctor Blog. Dr. Soth and Dr. Stephanie Zhou are co-lecturers in the Financial Literacy and Practice Management curriculum for residents and early-career doctors in Ontario.

𝗗𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿𝘀:
This content is for education and entertainment purposes only. Any information, views, and opinions expressed are solely those of the presenter and are not a substitute for financial advice specific to your personal situation. Dr. Stephanie Zhou has no personal conflicts of interest to disclose and was not paid by any parties to conduct this interview of Dr. Mark Soth. Her channel (Breaking Bad Debt) is monetized and may feature ads due to a change in Youtube policy to include ads regardless of whether monetization is turned on or not.
Dr. Mark Soth's blog (looniedoctor.ca) receives a small commission from Qtrade Direct Investing from accounts opened using the affiliate link on the site. The commission goes towards offsetting the costs of running his blog.

#assetallocation #etfs #investingforbeginners #investingeducation