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  5. HXS: Hello 5i I notice that you have often mentioned Harvest etf’s in relation to tax efficiency. [Global X S&P 500 Index Corporate Class ETF]

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Q: Hello 5i
I notice that you have often mentioned Harvest etf’s in relation to tax efficiency. I haven’t paid too much attention to this in the past. But, now I am interested. I have searched the questions but don’t seem to find what I am looking for. Currently in a non-registered account I hold some vbal. I don’t like the taxes i will pay, though. I want to switch to something more tax efficient.

How exactly does Harvest manage not to require to pay taxes on dividends? I know they re invest the money but i don’t know how that works.

What would be the downside? Higher mer, i imagine. Anything else?

I would be looking for a general market etf, either Canadian or US, or both, if available. I would greatly appreciate your recommendations.
Thankyou
Asked by joseph on October 10, 2024
5i Research Answer:
We are very comfortable with the Horizon (not Harvest, now Global X) structure. Several years...
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