Part 6 of my series on rethinking the Canadian ETF experience. Using price returns over the past five years (excluding distributions), an initial investment of $10,000 would have grown to approximately: • $XEQT: $17,164.75 • $VEQT: $17,325.00 That’s a difference of just over $160. The two funds follow very similar strategies, so their performance has remained remarkably close. Still, differences in fees, holdings, country allocations, and rebalancing strategies can eventually create different results. It’s a good reminder that even ETFs with similar objectives can take slightly different paths to reach the same destination.
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3 Comments
Alessandro @alejcanales7 · 25m
I would’ve been happy with either Returns are never guaranteed to begin with
Lisa @retired · 1m
Nice! 👍🏻
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