EQCL vs. HEQT ETF Comparison

Comparison of Horizons Enhanced All-Equity Asset Allocation Covered Call ETF (EQCL) to Horizons Growth Tri ETF Portfolio (HEQT)

EQCL

Horizons Enhanced All-Equity Asset Allocation Covered Call ETF

EQCL Description

Horizons Enhanced All-Equity Asset Allocation Covered Call ETF is an exchange traded fund launched and managed by Horizons ETFs Management (Canada) Inc. The fund invests in public equity markets of global region. It invests through derivatives and through other funds in stocks of companies operating across diversified sectors. The fund uses derivatives such as options to create its portfolio. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to benchmark the performance of its portfolio against a composite index comprising of 20% of the S&P/TSX 60 Total Return Index, 35% of the Cboe S&P 500 Half BuyWrite Index, 10% of the Cboe NASDAQ-100 Half BuyWrite V2 Index, 12.5% of the Cboe MSCI EAFE BuyWrite Index, 12.5% of the MSCI Emerging Markets Net Total Return USD Index, 5% of the Cboe MSCI Emerging Markets BuyWrite Index and 5% of the MSCI Emerging Markets Net Total Return USD Index. Horizons Enhanced All-Equity Asset Allocation Covered Call ETF was formed on October 10, 2023 and is domiciled in Canada.

Grade (RS Rating)

Last Trade

$21.22

Average Daily Volume

3,691

Number of Holdings ^*

5

* may have additional holdings in another (foreign) market

HEQT

Horizons Growth Tri ETF Portfolio

HEQT Description

Grade (RS Rating)

Last Trade

$16.00

Average Daily Volume

15,245

Number of Holdings ^*

4

* may have additional holdings in another (foreign) market

Performance

Period	EQCL	HEQT
30 Days	-1.90%	-1.13%
60 Days	-1.53%	0.00%
90 Days	2.61%	4.01%
12 Months

2 Overlapping Holdings

	Symbol	Grade	Weight in EQCL	Weight in HEQT	Overlap
	HXDM	B	31.87%	24.6%	24.6%
	HXEM	A	12.14%	9.41%	9.41%

EQCL Overweight 3 Positions Relative to HEQT

	Symbol	Grade	Weight
	USCC.U	C	44.05%
	CNCC	C	24.52%
	QQCC	D	12.7%

EQCL Underweight 2 Positions Relative to HEQT

	Symbol	Grade	Weight
	HXT	B	-19.63%
	HXQ	C	-10.33%

EQCL: Top Represented Industries & Keywords

Industries:

Keywords: Exchange Traded Funds Futures Contract Futures Roll Betashares Developed Market Emerging Market Financial Markets Index Fund Investor Msci Eafe Nasdaq Nasdaq 100 S&P Dow Jones Indices

HEQT: Top Represented Industries & Keywords

Industries:

Keywords: Financial Markets Futures Contract Futures Roll Developed Market Economy Of New York City Emerging Market Exchange Traded Funds Financial Index Fund Inverse Exchange Traded Fund Investment Funds Msci Eafe Nasdaq Nasdaq 100 Nasdaq 100 Index S&P S&P Dow Jones Indices S&P/TSX 60 S&P/Tsx Composite Index Standard & Poor's