Comparing Dividend ETF Strategies | What’s best for Millennials and Baby Boomers

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Annualized Efficiency NAV – as of March 28, 2024, Source: BMO GAM – ZDV
1Y – 9.55% 2Y – 1.28% 3Y – 9.25% 5Y – 8.46% 10Y – 6.01% Since Beginning – 7.21%.

BMO ETFs is the biggest set earnings ETF company: Source: Bloomberg December 31, 2023.

The portfolio holdings go through alter without notice and only represent a little portion of portfolio holdings. They are not recommendations to purchase or offer any particular security.

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Circulation yields are computed by utilizing the most recent regular circulation, or anticipated circulation, (which might be based on earnings, dividends, return of capital, and choice premiums, as suitable) and excluding additional year end circulations, and special reinvested circulations annualized for frequency, divided by existing net asset worth (NAV). The yield calculation does not include reinvested circulations. The payment of distributions ought to not be puzzled with the BMO ETF's performance, rate of return or yield. If distributions paid by a BMO ETF are greater than the performance of the mutual fund, your original investment will shrink. Distributions paid as a result of capital gains recognized by a BMO ETF, and earnings and dividends made by a BMO ETF, are taxable in your hands in the year they are paid.

Money distributions, if any, on units of a BMO ETF (besides collecting systems or systems based on a distribution reinvestment strategy) are anticipated to be paid primarily out of dividends or circulations, and other earnings or gains, received by the BMO ETF less the expenditures of the BMO ETF, but may also consist of non-taxable quantities consisting of returns of capital, which might be paid in the supervisor's sole discretion. To the extent that the expenses of a BMO ETF surpass the earnings produced by such BMO ETF in any given month, quarter, or year, as the case might be, it is not expected that a monthly, quarterly, or yearly distribution will be paid. Circulations, if any, in regard of the building up units of BMO Short Corporate Bond Index ETF, BMO Short Federal Bond Index ETF, BMO Short Provincial Bond Index ETF, BMO Ultra Short-Term Bond ETF and BMO Ultra Short-Term United States Bond ETF will be immediately reinvested in additional accumulating systems of the suitable BMO ETF. Following each distribution, the number of collecting units of the suitable BMO ETF will be right away consolidated so that the variety of impressive accumulating units of the suitable BMO ETF will be the same as the number of impressive accumulating units before the distribution. Non-resident unitholders might have the variety of securities reduced due to withholding tax. Specific BMO ETFs have embraced a circulation reinvestment plan, which supplies that a unitholder may choose to immediately reinvest all cash distributions paid on systems held by that unitholder in additional units of the relevant BMO ETF in accordance with the terms of the distribution reinvestment plan. For additional info, see the circulation policy in the BMO ETFs' prospectus.

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Comparing Dividend ETF Strategies | What's best for Millennials and Baby Boomers

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14 Comments

  1. I’ll save you guys 20 mins of your lives. This video is just one big advertisement for BMO etfs which is their sponsor.

    1. Yup. I buy XDIV to be honest. Yes it’s not hugely diversified but if 1 of those companies go under the CANADIAN economy is in disastrous shape and probably just buy guns and canned food

    2. Yes. Brandon says the dividends will compound, implying that a basic market tracking etf will not compound when it doesn’t pay as high dividend. I know they are well aware of this, so it’s kind of scummy

    3. Zdv. In 2019 it was 17.46. Today it’s 19.84. With a 4.23% dividend. U can buy a. 5% Gic no risk of capital erosion

  2. I’m so happy to see Mark and hear from his point-of-view. I’ve always been a fan of Brandon, and in the past I had hoped for this collaboration because he had mentioned having worked for his father. I got my wish — Brandon’s ideas and expertise plus Mark’s years-worth of experience of ups and downs in the market.
    You guys have made a huge impact with the way I handle my investments. A huge thanks for all you do!

  3. Why would you buy a Canadian fund when evenBMO offers USD funds with better returns and protection against the CND

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