BRKY vs. ZUT ETF Comparison

Comparison of Berkshire Hathaway (BRK) Yield Shares Purpose ETF (BRKY) to BMO Equal Weight Utilities Index ETF (ZUT)

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

$28.35

Average Daily Volume

7,326

Number of Holdings ^*

1

* may have additional holdings in another (foreign) market

ZUT

BMO Equal Weight Utilities Index ETF

ZUT Description

BMO Equal Weight Utilities Index ETF has been designed to replicate, to the extent possible, the performance of the Solactive Equal Weight Canada Utilities Index net of expenses. The Fund invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index

Grade (RS Rating)

Last Trade

$22.23

Average Daily Volume

48,164

Number of Holdings ^*

9

* may have additional holdings in another (foreign) market

Performance

Period	BRKY	ZUT
30 Days	2.20%	-2.29%
60 Days	3.62%	0.75%
90 Days	3.24%	6.30%
12 Months	24.23%	16.78%

0 Overlapping Holdings

	Symbol	Grade	Weight in BRKY	Weight in ZUT	Overlap

BRKY Overweight 1 Positions Relative to ZUT

	Symbol	Grade	Weight
	BRK	B	124.76%

BRKY Underweight 9 Positions Relative to ZUT

	Symbol	Grade	Weight
	TA	A	-7.83%
	BEP.UN	C	-7.43%
	INE	D	-7.41%
	BLX	D	-7.31%
	BIP.UN	B	-7.28%
	NPI	F	-7.23%
	CPX	A	-7.02%
	CU	B	-6.96%
	EMA	C	-6.92%

BRKY: Top Represented Industries & Keywords

Industries: Insurance - Diversified

Keywords: Aerospace Berkshire Hathaway Chemicals Electricity Electronics Fastener Financial Services Health Insurance Logistics Services Natural Gas Natural Gas Distribution Power Generation Applications Reinsurance Companies

ZUT: Top Represented Industries & Keywords

Industries: Utilities - Independent Power Producers Utilities - Diversified Utilities - Regulated Electric

Keywords: Energy Electricity Natural Gas Solar Renewable Energy Utilities Power Producer Rook Universe Wind Power Alberta Electricity Policy Biomass Brookfield Coal Construction Electricity Generation Energy Segment Farm Gas Transmission Infrastructure