DXR vs. CDZ ETF Comparison
Comparison of Dynamic Active Retirement Income+ ETF (DXR) to iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
DXR
Dynamic Active Retirement Income+ ETF
DXR Description
DXR seeks to provide total returns that have lower correlations to major stock or bond market indices in the form of income and long-term capital appreciation by investing primarily in dividend-paying or distribution-paying equity securities. DXR will use alternative investment strategies, including the use of leverage, primarily created through the use of borrowing and to a lesser extent through exposure to derivatives and short selling. See Investment Objectives. The aggregate gross exposure of DXR shall not exceed the limits on the use of leverage described in the Investment Strategies section in this prospectus or as otherwise permitted under applicable securities legislation.
Grade (RS Rating)
Last Trade
$22.02
Average Daily Volume
2,105
2
CDZ
iShares S&P/TSX Canadian Dividend Aristocrats Index ETF
CDZ Description
The investment seeks to replicate the performance, net of expenses, of the S&P/TSX Canadian Dividend Aristocrats index. The index consists of common stocks or income trusts listed on the Toronto Stock Exchange which are constituents of the S&P Canada Broad Market index (BMI). The security must have increased ordinary cash dividends every year for at least five consecutive years, and the float-adjusted market capitalization of the security, at the time of the review, must be at least C$ 300 million.Grade (RS Rating)
Last Trade
$33.73
Average Daily Volume
13,598
10
Performance
Period | DXR | CDZ |
---|---|---|
30 Days | 0.97% | 4.59% |
60 Days | 3.84% | 7.28% |
90 Days | 3.63% | 8.10% |
12 Months | 5.06% | 15.84% |
1 Overlapping Holdings
Symbol | Grade | Weight in DXR | Weight in CDZ | Overlap | |
---|---|---|---|---|---|
ENB | A | 2.59% | 2.49% | 2.49% |
DXR Overweight 1 Positions Relative to CDZ
Symbol | Grade | Weight | |
---|---|---|---|
SIA | A | 3.04% |
DXR: Top Represented Industries & Keywords
CDZ: Top Represented Industries & Keywords