FSL vs. HEF ETF Comparison

Comparison of First Trust Senior Loan ETF (CAD-Hedged) (FSL) to Horizons Enhanced Income Financials Common Class (HEF)

FSL

First Trust Senior Loan ETF (CAD-Hedged)

FSL Description

First Trust Senior Loan ETF (CAD-Hedged) seeks to provide Unitholders with a high level of current income by investing primarily in a diversified portfolio of senior floating rate loans and debt securities, with capital appreciation as a secondary objective. First Trust Senior Loan ETF (CAD-Hedged) will primarily invest in a portfolio of senior floating rate loans which are generally rated at or below BB+ by Standard & Poors, or Ba1 or less by Moody’s Investor Services, Inc., or a similar rating by designated credit rating organization (as such defined in NI 81-102).

Grade (RS Rating)

Last Trade

$16.91

Average Daily Volume

1,252

Number of Holdings ^*

* may have additional holdings in another (foreign) market

HEF

Horizons Enhanced Income Financials Common Class

HEF Description

Grade (RS Rating)

Last Trade

$14.09

Average Daily Volume

8,783

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	FSL	HEF
30 Days	0.98%	0.00%
60 Days	0.14%	0.00%
90 Days	0.50%	0.00%
12 Months	1.64%	-3.78%

0 Overlapping Holdings

	Symbol	Grade	Weight in FSL	Weight in HEF	Overlap

FSL Overweight 1 Positions Relative to HEF

	Symbol	Grade	Weight
	FSL	A	99.5%

FSL Underweight 9 Positions Relative to HEF

Symbol	Grade	Weight
BMO	A	-8.9%
BNS	B	-8.01%
CM	A	-7.8%
NA	A	-7.74%
TD	D	-7.73%
GWO	A	-7.65%
CIX	A	-7.3%
RY	B	-7.3%
MFC	B	-7.14%

FSL: Top Represented Industries & Keywords

Industries:

Keywords: Betashares Credit Credit Rating Debt Etf Exchange Traded Funds Financial Law Financial Markets Investor Investor Services Loans Mortgage Backed Security Structured Finance

HEF: Top Represented Industries & Keywords

Industries: Banks - Global Insurance - Life Asset Management