CALL vs. BFIN ETF Comparison
Comparison of Evolve US Banks Enhanced Yield ETF (CALL) to Brompton Na Financials Dividend ETF (BFIN)
CALL
Evolve US Banks Enhanced Yield ETF
CALL Description
CALL seeks to replicate, to the extent reasonably possible before fees and expenses, the performance of the Solactive Equal Weight US Bank Index Canadian Dollar Hedged, or any successor thereto, while mitigating downside risk. CALL invests primarily in the equity constituents of the Solactive Equal Weight US Bank Index Canadian Dollar Hedged, or any successor thereto, while writing covered call options on up to 33% of the portfolio securities, at the discretion of the Manager. The level of covered call option writing may vary based on market volatility and other factors.
Grade (RS Rating)
Last Trade
$14.63
Average Daily Volume
13,634
2
BFIN
Brompton Na Financials Dividend ETF
BFIN Description
The investment objectives of Brompton North American Financials Dividend ETF are to provide Unitholders with:(a) stable monthly cash distributions; (b) the opportunity for capital appreciation; and (c) lower overall volatility ofportfolio returns than would otherwise be experienced by owning securities of North American Financial ServicesCompanies (as defined herein) directly. The Brompton ETF seeks to hedge substantially all of its direct foreigncurrency exposure back to the Canadian dollar.Grade (RS Rating)
Last Trade
$25.52
Average Daily Volume
361
3
Performance
Period | CALL | BFIN |
---|---|---|
30 Days | 10.08% | 6.24% |
60 Days | 13.41% | 13.28% |
90 Days | 12.89% | 17.22% |
12 Months | 48.39% | 40.18% |
1 Overlapping Holdings
Symbol | Grade | Weight in CALL | Weight in BFIN | Overlap | |
---|---|---|---|---|---|
BOFA | A | 6.16% | 5.41% | 5.41% |
CALL Overweight 1 Positions Relative to BFIN
Symbol | Grade | Weight | |
---|---|---|---|
CITI | A | 6.33% |
CALL: Top Represented Industries & Keywords
BFIN: Top Represented Industries & Keywords