Corporate Class Swap ETF Comparator

This calculator allows you to compare the net annual fee and tax cost/savings for using a corporate class swap ETF to a regular ETF. It estimates a one-year comparison, pre-tax growth over 35 years, and post-tax value of the liquidated investment for any given year out to 35 years.

It is adjustable for your specific:

  • Corporate active and passive income (if incorporated)
  • Corporate salary and dividends (if incorporated)
  • Personal active and passive income
  • Amount invested
  • Estimated annual future return
  • Capital gains inclusion rate

Related Articles:

Technical post of how the calculator works
How a swap ETF works
General risks with swap ETFs
How the Horizon’s new corporate class ETF structure works and how robust is it?
What is the premium?
What is RDTOH?
What is corporate GRIP?