skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. ZGRO: Out of these three all-in-one ETFs [BMO Growth ETF]
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Out of these three all-in-one ETFs:
1) Which one is most tax efficient in a un-registered account?
2) Which one is most tax efficient in a registered account?
3) Which one is better to invest for longer term of 10+ years?
Asked by Anshu on December 12, 2024
5i Research Answer:

ZGRO owns Canadian ETFs owning US foreign securites. XGRO holds a mix of Canadian and US ETFs. VGRO owns only Canadian ETFs.

None of these are particularly advantageous for taxes, since none hold shares directly. All are very similar with ~80% equity exposure. Performance is near-identical over five years (10.17%, 10.24%, 10.05%). None are particularly 'better' in any of the noted circumstances noted in the question.