BRKY vs. ZFN ETF Comparison

Comparison of Berkshire Hathaway (BRK) Yield Shares Purpose ETF (BRKY) to BMO SIA Focused North American Eq ETF (ZFN)
BRKY

Berkshire Hathaway (BRK) Yield Shares Purpose ETF

BRKY Description

Berkshire Hathaway (BRK) Yield Shares Purpose ETF is an exchange traded fund launched and managed by Purpose Investments Inc. It invests in public equity markets. The fund invests directly and through derivatives in stocks of companies operating across diversified sectors. It uses derivatives such as options to create its portfolio. The fund invests in growth and value stocks of companies across diversified market capitalization. Berkshire Hathaway (BRK) Yield Shares Purpose ETF is domiciled in Canada.

Grade (RS Rating)

Last Trade

$28.40

Average Daily Volume

7,418

Number of Holdings *

1

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

BMO SIA Focused North American Eq ETF

ZFN Description This fund’s objective is to provide long-term capital growth by investing primarily in a portfolio of North American equities.

Grade (RS Rating)

Last Trade

$55.66

Average Daily Volume

6,957

Number of Holdings *

5

* may have additional holdings in another (foreign) market
Performance
Period BRKY ZFN
30 Days 0.97% 3.06%
60 Days 2.81% 8.22%
90 Days 3.72% 9.80%
12 Months 23.81% 34.87%
0 Overlapping Holdings
Symbol Grade Weight in BRKY Weight in ZFN Overlap
BRKY Overweight 1 Positions Relative to ZFN
Symbol Grade Weight
BRK A 124.76%
BRKY Underweight 5 Positions Relative to ZFN
Symbol Grade Weight
L C -6.76%
GIL A -6.74%
TRI C -6.63%
DOL B -6.6%
CSU A -6.59%
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