The XEQT Library

Every guide.
One place.

54 in-depth guides covering​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ every dimension of XEQT investing in Canada. From first purchase to retirement drawdown. Independent, no sponsored rankings, always free.

54 Guides
548h Total reading
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$43.37 XEQT today
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Fundamentals Core concepts every XEQT investor needs 4
Fundamentals 8 min

XEQT MER: What 0.20% Actually Costs You Over 30 Years

The fee sounds trivial. The compounding​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ gap versus a 2% mutual fund over three decades is anything but.

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Fundamentals 9 min

XEQT Holdings: What You Actually Own When You Buy It

Every country, company, and sector.​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ Most investors know they own "everything" — few know what that means.

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Fundamentals 8 min

XEQT Dividends: What They Are, When They Pay, What To Do With Them

XEQT pays quarterly. Full 2024 to 2025​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ history, tax treatment across all account types, and the reinvestment question.

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Comparisons XEQT vs every alternative 8
Comparisons 10 min

XEQT vs VEQT: The Only Comparison That Matters

Both returned 20.45% in 2025. Both cost​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ almost the same. The real differences are smaller than Reddit thinks.

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Comparisons 11 min

XEQT vs XGRO: How Much Risk Do You Actually Need?

Same family, same 0.20% MER. One is​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ pure equity. One adds a 20% bond cushion. Your 30-year gap: significant.

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Comparisons 9 min

XEQT vs VFV: Global Diversification vs Pure S&P 500

VFV has outperformed for a decade. That​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ is also exactly why the next decade may look different.

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Comparisons 9 min

XEQT vs a Target Date Fund: Why Canadians Do Not Need One

Target date funds charge more, rebalance​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ automatically, and are sold as hands-off. XEQT is cheaper and simpler.

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Comparisons New 11 min

XEQT vs VGRO: 100% Equity vs 80/20

XEQT is all equity. VGRO adds 20% bonds.​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ This difference determines your drawdown risk and long-run wealth.

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Comparisons New 10 min

XEQT vs ZGRO: iShares vs BMO

Both cost exactly 0.20%. The decision​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ is 100% equity versus 80/20, and iShares versus BMO. Here is what actually matters.

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Account Strategy TFSA, RRSP, FHSA, and where to hold what 3
Account Strategy 10 min

What Is an FHSA and Can You Hold XEQT In It?

Deductible like an RRSP, withdrawn tax-free​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ like a TFSA if used for a first home. The most powerful account most Canadians are not using.

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Account Strategy 9 min

How Much TFSA Contribution Room Do You Have in 2026?

$102,000 cumulative if you were 18 in​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ 2009. How to check your exact room, avoid over-contribution penalties, and maximize it.

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Getting Started From zero to invested in one afternoon 3
Behaviour The psychology of staying invested 10
Life Events New 9 min

Should I Sell XEQT If I Lose My Job?

In most cases, no. Here is the right​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ sequence: emergency fund, EI, expense reduction, TFSA before RRSP, and only sell as a last resort.

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Life Events New 11 min

XEQT and Maternity Leave: What to Do With Your Investments

Parental leave means lower income. Here​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ is how to handle XEQT, TFSA, and RRSP contributions, and why the low-income year is actually a planning opportunity.

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Life Events New 10 min

XEQT for Kids: RESP, CESG Grants, and the Right Approach

The government adds 20% to your first​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ $2,500 per year in an RESP. XEQT compounds it. Everything Canadian families need to know.

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Life Events New 11 min

Inherited Money in Canada: A Clear Framework

No inheritance tax in Canada. Wait 30​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ to 90 days, handle debt, fill TFSA first, then RRSP, then invest with XEQT.

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Life Events New 12 min

Sell Your Rental Property and Invest in XEQT?

Capital gains tax, recaptured CCA, after-tax​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ proceeds, and how to invest across registered and non-registered accounts.

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Behaviour 8 min

XEQT or Pay Down Debt? The Framework That Makes It Simple

Compare your debt interest rate to XEQT​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ expected return. Credit card at 20%: pay first. Mortgage at 4%: invest.

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Behaviour 7 min

Lump Sum or Dollar-Cost Average Into XEQT?

The evidence is clear and counterintuitive.​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ Most people choose DCA for psychological reasons, not mathematical ones.

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Behaviour 9 min

When Should You Sell XEQT? (Almost Never)

There are four legitimate reasons to​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ sell. Market drops, bad news, and anxiety are not among them.

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Behaviour 11 min

I Have $100,000 to Invest. Is XEQT Still the Answer?

At $100K the questions change: tax efficiency,​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ account sequencing, and whether complexity adds any real value.

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Challenger Objections, critics, and counterarguments 3
Life Stage XEQT at every decade of your life 11
Life Stage 9 min

I'm 25 and Just Opened a TFSA. Should I Just Buy XEQT?

Yes. Here is exactly why a 25-year-old​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ with a 40-year horizon should be 100% equity, and why complexity is the enemy.

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Life Stage New 11 min

I'm 30 With a Mortgage and a Baby on the Way. Should I Still Hold 100% XEQT?

A mortgage and a new baby complicate​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ life, not your investment strategy. The case for staying in XEQT through your 30s.

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Life Stage New 12 min

I'm 35. Dual Income, Two Kids, Big Mortgage. Is XEQT Still the Answer?

Peak complexity, lowest investment changes​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ required. Why 35 is when RRSP optimization matters most.

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Life Stage New 11 min

I'm 40 and Just Got Serious About Investing. Is It Too Late for XEQT?

Not late. Not remotely. Twenty-five​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ years of compounding is still a powerful thing. Here is the full picture.

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Life Stage New 11 min

I'm 45. Should I Still Be 100% in XEQT?

Almost certainly yes. The glide path​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ is 5 to 7 years away. CPP and OAS are your built-in bond allocation.

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Life Stage 10 min

I'm 50. Is XEQT Still Right for Me or Should I Add Bonds?

The sequence of returns risk conversation.​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ Whether a 50-year-old with 15 years to retirement should start de-risking.

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Life Stage New 12 min

I'm 55. Retirement Is 10 Years Away. What Does My XEQT Plan Look Like?

The glide path begins here. XGRO replaces​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ XEQT gradually. The CPP deferral decision is the most consequential move of the decade.

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Life Stage New 12 min

I'm 60 and Retiring in Five Years. What Is My XEQT Plan?

Five years is not long. Sequence risk​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ is at its peak. The two-year cash buffer is not optional.

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Life Stage New 13 min

I'm Retiring in 12 Months. What Do I Do With My XEQT?

Do not do anything dramatic. Build the​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ cash buffer. Transition to XGRO. Model CPP timing. Here is the complete pre-retirement checklist.

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Life Stage 7 min

Is Wealthsimple Safe? What Canadian Investors Need to Know

CIPF coverage, regulatory oversight,​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ and how to think about platform risk when your TFSA savings are involved.

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Tax & Retirement Advanced tax strategy for serious investors 9
Tax & Retirement New 9 min

How XEQT Distributions Are Taxed

T3 slips, phantom distributions, foreign​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ withholding tax, and the ACB adjustment most investors miss every December.

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Tax & Retirement New 12 min

XEQT Withdrawal Strategy in Retirement

Which account to draw from first, how​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ to avoid the OAS clawback, and the strategic RRSP meltdown before age 71.

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Tax & Retirement New 10 min

RRSP to RRIF: What Happens to Your XEQT at 71

Mandatory conversion rules, minimum​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ withdrawal percentages, withholding tax, and why converting early can pay off.

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Tax & Retirement New 9 min

Pension Income Splitting With XEQT

Up to 50% of RRIF income split with​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ your spouse at 65. Form T1032, the pension credit, and the OAS protection angle.

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Tax & Retirement New 9 min

Spousal RRSP and XEQT: The Long-Term Income Splitting Strategy

The three-year attribution rule, whose​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ contribution room you use, and how the spousal RRIF works in retirement.

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Tax & Retirement New 10 min

Holding XEQT Inside a Corporation

The 50% passive income tax problem,​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ the small business deduction grind, and when corporate XEQT actually makes sense.

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Tax & Retirement New 8 min

XEQT and US Estate Tax: Why Canadian ETFs Are Different

XEQT is not a US-situs asset. The reason​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ Canadian-listed ETFs avoid US estate tax even with 45% US equity exposure.

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Tax & Retirement New 8 min

XEQT In-Kind Transfer Between Accounts

The deemed disposition that triggers​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ capital gains, the superficial loss rule, and how to transfer XEQT without a tax surprise.

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The most complete free XEQT resource in Canada

Every guide on this page was​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ written specifically for Canadian investors who hold or are considering XEQT. There are no sponsored rankings, no affiliate-driven recommendations that change based on who pays more, and no generic content repurposed from American investing sites. Everything is written for the Canadian tax system, Canadian registered accounts, and Canadian brokerages.

The guides are organised into​‌‌​‌​‌​​‌‌​​​‌​​‌‌‌‌​​​​‌‌​​‌​‌​‌‌‌​​​‌​‌‌‌​‌​​‍​​​​​​​​​​‌‌​​​‌​‌​​‍‌‌​‌​​‌‌‌​​‌​​​‌​‌‌‌​‌​​‌​​​‌​‌ eight categories covering the full investor journey: from understanding what XEQT is and how to buy it, through account strategy and behavioural finance, to advanced tax planning for investors approaching or in retirement. New guides are added as the tax landscape changes and new questions emerge from the Canadian passive investing community.

If you are new to XEQT, the recommended reading order is: What Is XEQT, then TFSA vs RRSP, then How to Buy XEQT. Those three guides cover everything you need to make your first purchase with confidence.