COPP vs. ZFC ETF Comparison

Comparison of Horizons Copper Producers Index ETF (COPP) to BMO SIA Focused Canadian Equity Fund (ZFC)
COPP

Horizons Copper Producers Index ETF

COPP Description

Horizons Copper Producers Index ETF is an exchange-traded fund incorporated in Canada. The Fund seeks to replicate, to the extent possible and net of expenses, the performance of an index that is designed to provide exposure to the performance of companies active in copper ore mining that are listed on a North American stock exchange.

Grade (RS Rating)

Last Trade

$36.81

Average Daily Volume

2,633

Number of Holdings *

7

* 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 COPP ZFC
30 Days 8.07% 0.48%
60 Days 30.76% -1.15%
90 Days 36.74% -0.05%
12 Months 32.89% 7.17%
0 Overlapping Holdings
Symbol Grade Weight in COPP Weight in ZFC Overlap
COPP Overweight 7 Positions Relative to ZFC
Symbol Grade Weight
CS A 11.71%
HBM A 11.25%
IVN B 11.15%
FIL A 10.46%
LUN B 9.92%
ERO A 9.05%
FM C 7.96%
COPP 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 B -6.61%
BEI.UN D -6.59%
STN B -6.55%
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