BGC vs. WXM ETF Comparison

Comparison of Bristol Gate Concentrated Canadian Equity ETF (BGC) to First Asset Morningstar Canada Momentum Index ETF (WXM)
BGC

Bristol Gate Concentrated Canadian Equity ETF

BGC Description

BGC seeks to generate long-term growth of income and capital by investing primarily in a concentrated portfolio of publicly-traded equity securities of Canadian companies that pay a dividend.

Grade (RS Rating)

Last Trade

$30.72

Average Daily Volume

2,092

Number of Holdings *

7

* may have additional holdings in another (foreign) market
WXM

First Asset Morningstar Canada Momentum Index ETF

WXM Description The ETF has been designed to replicate, to the extent possible, the performance of the Morningstar® Canada Target Momentum Index™ (the “Index”), net of expenses. The ETF invests in equity securities of the largest and most liquid Canadian issuers based on proprietary research generated by Morningstar, and is designed to provide diversified exposure to Canadian issuers which have demonstrated, among other things, positive momentum in earnings and price.

Grade (RS Rating)

Last Trade

$26.00

Average Daily Volume

4,954

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period BGC WXM
30 Days -2.20% -1.55%
60 Days -4.21% -0.39%
90 Days -1.35% 2.19%
12 Months 9.36% 4.50%
1 Overlapping Holdings
Symbol Grade Weight in BGC Weight in WXM Overlap
TIH B 4.79% 3.5% 3.5%
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