Comments on: XDV versus CDZ http://www.canadiancapitalist.com/xdv-versus-cdz/ Helping you invest and prosper Sat, 11 Feb 2012 12:40:17 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Canadian Capitalist http://www.canadiancapitalist.com/xdv-versus-cdz/#comment-833172 Canadian Capitalist Fri, 19 Aug 2011 04:39:41 +0000 http://www.canadiancapitalist.com/2006/10/22/xdv-versus-cdz#comment-833172 @Slacker: This topic is definitely worth a revisit. CDZ is a completely different beast now compared to what it was when I first wrote this post. @Slacker: This topic is definitely worth a revisit. CDZ is a completely different beast now compared to what it was when I first wrote this post.

]]> By: Slacker http://www.canadiancapitalist.com/xdv-versus-cdz/#comment-831481 Slacker Thu, 18 Aug 2011 03:42:22 +0000 http://www.canadiancapitalist.com/2006/10/22/xdv-versus-cdz#comment-831481 Also, I'm finding that the recent drop serves as a good catalyst to re-examine my portfolio allocation in my taxable account. Not out of fear, but most of my capital gain had been wiped out, and some even have capital loss. Good opportunity to start fresh. Also, I’m finding that the recent drop serves as a good catalyst to re-examine my portfolio allocation in my taxable account. Not out of fear, but most of my capital gain had been wiped out, and some even have capital loss. Good opportunity to start fresh.

]]> By: Slacker http://www.canadiancapitalist.com/xdv-versus-cdz/#comment-831479 Slacker Thu, 18 Aug 2011 03:40:56 +0000 http://www.canadiancapitalist.com/2006/10/22/xdv-versus-cdz#comment-831479 Worth a revisit? XDV: yield = 6.8%, MER = 0.50% CDZ: yield = 3.2%, MER = 0.66% I currently have CDZ in a non-registered account, but considering switching over to XDV for the higher yield, and better tax treatment. Worth a revisit?

XDV: yield = 6.8%, MER = 0.50%
CDZ: yield = 3.2%, MER = 0.66%

I currently have CDZ in a non-registered account, but considering switching over to XDV for the higher yield, and better tax treatment.

]]> By: rosi http://www.canadiancapitalist.com/xdv-versus-cdz/#comment-635882 rosi Wed, 15 Jun 2011 17:29:17 +0000 http://www.canadiancapitalist.com/2006/10/22/xdv-versus-cdz#comment-635882 Love to have more information on Claymore (CDZ) & their DRIP's program Love to have more information on Claymore (CDZ) & their DRIP’s program

]]> By: Amit http://www.canadiancapitalist.com/xdv-versus-cdz/#comment-270118 Amit Mon, 27 Sep 2010 22:41:43 +0000 http://www.canadiancapitalist.com/2006/10/22/xdv-versus-cdz#comment-270118 Update: XDV also now pays monthly dividends, and over the past 2 years (in recession), both CDZ and XDV have done pretty well, however, XDV currently only yields 2.29% while CDZ yields 4.27%. Low volume of CDZ is definitely an issue. Still unsure which to keep or to keep both in the coming years. Also, plan to open a TFSA account at QT so that can keep these in that account as well. Update: XDV also now pays monthly dividends, and over the past 2 years (in recession), both CDZ and XDV have done pretty well, however, XDV currently only yields 2.29% while CDZ yields 4.27%. Low volume of CDZ is definitely an issue. Still unsure which to keep or to keep both in the coming years.

Also, plan to open a TFSA account at QT so that can keep these in that account as well.

]]> By: RonV http://www.canadiancapitalist.com/xdv-versus-cdz/#comment-203931 RonV Mon, 16 Nov 2009 04:21:11 +0000 http://www.canadiancapitalist.com/2006/10/22/xdv-versus-cdz#comment-203931 Why would you add this to your RRSP? You lose the dividend tax credit. Better to hold it within a non-registered portfolio and leave the bonds/GICs to the RRSP. Why would you add this to your RRSP? You lose the dividend tax credit. Better to hold it within a non-registered portfolio and leave the bonds/GICs to the RRSP.

]]> By: ArtS http://www.canadiancapitalist.com/xdv-versus-cdz/#comment-201698 ArtS Sat, 17 Oct 2009 22:21:16 +0000 http://www.canadiancapitalist.com/2006/10/22/xdv-versus-cdz#comment-201698 Claymore now has a DRIP as well. Claymore now has a DRIP as well.

]]> By: Amit http://www.canadiancapitalist.com/xdv-versus-cdz/#comment-179061 Amit Thu, 15 Jan 2009 20:34:33 +0000 http://www.canadiancapitalist.com/2006/10/22/xdv-versus-cdz#comment-179061 I use Questrade to trade securities, and QT has a DRIP plan in which if the dividends received at any time are greater than the value of the security then QT automatically buys the whole shares from the dividends received. Since CDZ has monthly dividends at around 7 cents a share, usually, with the amount that I would have invested (100 shares for example) will not be enough to automatically reinvest my dividends when I do receive the dividends. If I had 1000 shares, QT would have bought 4 shares automatically. At the same price for XDV, that gives out quarterly shares, at 100 shares, QT would have automatically bought 1 extra share for me every 3 months, or at 1000 shares, it would have bought around 14-15 shares for me automatically without any extra fees. So, if my goal is long-term investment with dividend re-investment, then XDV is probably a better choice. But then again this situation is only applicable if you are using a broker like QT that offers that kind of a plan. I use Questrade to trade securities, and QT has a DRIP plan in which if the dividends received at any time are greater than the value of the security then QT automatically buys the whole shares from the dividends received.

Since CDZ has monthly dividends at around 7 cents a share, usually, with the amount that I would have invested (100 shares for example) will not be enough to automatically reinvest my dividends when I do receive the dividends. If I had 1000 shares, QT would have bought 4 shares automatically. At the same price for XDV, that gives out quarterly shares, at 100 shares, QT would have automatically bought 1 extra share for me every 3 months, or at 1000 shares, it would have bought around 14-15 shares for me automatically without any extra fees.

So, if my goal is long-term investment with dividend re-investment, then XDV is probably a better choice. But then again this situation is only applicable if you are using a broker like QT that offers that kind of a plan.

]]> By: Blitzkrieg http://www.canadiancapitalist.com/xdv-versus-cdz/#comment-162412 Blitzkrieg Tue, 21 Oct 2008 21:53:11 +0000 http://www.canadiancapitalist.com/2006/10/22/xdv-versus-cdz#comment-162412 Isn't the relatively low volume of CDZ a problem? I notice the spread can be quite large. I like the methodology of CDZ more than XDV, but the low volume makes me reluctant. Isn’t the relatively low volume of CDZ a problem? I notice the spread can be quite large. I like the methodology of CDZ more than XDV, but the low volume makes me reluctant.

]]> By: JShah http://www.canadiancapitalist.com/xdv-versus-cdz/#comment-12161 JShah Wed, 15 Nov 2006 02:52:37 +0000 http://www.canadiancapitalist.com/2006/10/22/xdv-versus-cdz#comment-12161 Are people of the same view for CDZ after tax changes for income trust ? i.e. is XDV now more preferable? Are people of the same view for CDZ after tax changes for income trust ? i.e. is XDV now more preferable?

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