Not financial or tax advice. Money Badger Mafia is a personal portfolio tracker, not a financial advisor, tax professional, or registered investment adviser. Every number here — prices, yields, ACB, tax estimates, CRA line items — is only as accurate as what you type in or import. Miss a slip, mis-key a box, or import a stale statement and the output will be wrong even though the math is right. Nothing here is filed, reviewed, or blessed by the CRA. Check your own paperwork and have a qualified tax professional verify everything before you file or make a money decision.
Same cash, same dates, into XEQT.
Our TR
$0
XEQT TR
$0
Our capped gain
$0
XEQT gain
$0
Ahead of XEQT by $0
Both totals are already net of fees, so this is the only number that moves your net worth. Price-only gain given up is $0, but $0 of income came back in cash — that's why the real gap is $0.
Fee difference is $0/yr. Fees are a real share of the gap.
Both returns are already net of fees. This is only the extra we pay him — nothing is subtracted twice.
Crew fees / yr
$0
XEQT fees / yr
$0
Extra fee / yr
$0
Fee spread
-0.21%
Fees are not the story here — asset performance is. Extra cost vs XEQT: $0/yr.
Investment loan
$0
Juice accrued
$0
22100 tax save
$0
Net cost of leverage
$0
Total return as reported by NAV, with the fee already inside it.
- No open positions.
Total fees / yr$0.00
Rates are transcribed from each provider's ETF Facts or annual report. "est." means the fund is too new for a published MER/TER, so we carry the management fee schedule.
Voluntary tip — no goods or services are provided.
If you enjoy this app and find it helpful please provide a small token of appreciation to allow me to continue making it greater and more useful. Onwards and Upwards my Friends. Thank You Greatly!
Interac e-Transfer
No card, no processor, no fees. Send any amount from your bank's e-Transfer screen to:
srtriggs@wealthsimple.meAutodeposit is on, so no security question is needed. Put your sign-in email in the message so the coffee gets credited to your book.
This is a tip, not a purchase. Every desk in the app stays unlocked either way.