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