CEW vs. ZFC ETF Comparison

Comparison of iShares Equal Weight Banc & Lifeco ETF (CEW) to BMO SIA Focused Canadian Equity Fund (ZFC)
CEW

iShares Equal Weight Banc & Lifeco ETF

CEW Description

The investment seeks to provide investors with a diversified equal weighted investment in a portfolio consisting of common shares of the largest Canadian banks and life insurance companies.

Grade (RS Rating)

Last Trade

$17.10

Average Daily Volume

6,913

Number of Holdings *

8

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

BMO SIA Focused Canadian Equity Fund

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

Grade (RS Rating)

Last Trade

$42.00

Average Daily Volume

960

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period CEW ZFC
30 Days -1.10% 0.48%
60 Days -0.35% -1.15%
90 Days 3.26% -0.05%
12 Months 8.37% 7.17%
0 Overlapping Holdings
Symbol Grade Weight in CEW Weight in ZFC Overlap
CEW Overweight 8 Positions Relative to ZFC
Symbol Grade Weight
BNS C 10.45%
CM C 10.4%
NA A 10.12%
MFC A 10.0%
BMO C 9.96%
GWO C 9.81%
SLF C 9.71%
IAG C 9.6%
CEW Underweight 9 Positions Relative to ZFC
Symbol Grade Weight
ATH D -6.95%
TFII D -6.93%
MEG B -6.86%
WSP C -6.81%
DOL A -6.68%
GSY A -6.66%
ATRL A -6.61%
BEI.UN D -6.59%
STN A -6.55%
Compare ETFs