FSL vs. XFN ETF Comparison

Comparison of First Trust Senior Loan ETF (CAD-Hedged) (FSL) to iShares S&P/TSX Capped Financials Index ETF (XFN)

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

$17.04

Average Daily Volume

1,233

Number of Holdings ^*

* may have additional holdings in another (foreign) market

XFN

iShares S&P/TSX Capped Financials Index ETF

XFN Description

iShares S&P/TSX Capped Financials Index Fund, formerly iShares CDN S&P/TSX Capped Financials Index Fund, seeks to provide long-term capital growth by replicating, to the extent possible, the performance of the S&P/TSX Capped Financials Index (the Index) through investments in the constituent issuers of such Index. The Index consists of securities of Canadian financial sector issuers listed on the Toronto Stock Exchange (TSX), selected by Standard & Poor’s (S&P) using its industrial classifications and guidelines for evaluating issuer capitalization, liquidity and fundamentals. The Index includes stocks belonging to the S&P/TSX Financial industry sector classification, with the weight of any one company capped at 25% of the market capitalization of the Index. The Index is provided by S&P. The Fund is managed by BlackRock Asset Management Canada Limited.

Grade (RS Rating)

Last Trade

$48.59

Average Daily Volume

216,761

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	FSL	XFN
30 Days	0.06%	-1.80%
60 Days	-0.06%	-0.14%
90 Days	0.53%	2.08%
12 Months	1.16%	11.51%

0 Overlapping Holdings

	Symbol	Grade	Weight in FSL	Weight in XFN	Overlap

FSL Overweight 1 Positions Relative to XFN

	Symbol	Grade	Weight
	FSL	A	99.5%

FSL Underweight 8 Positions Relative to XFN

Symbol	Grade	Weight
BMO	C	-9.78%
BNS	D	-8.67%
BN	B	-8.27%
CM	C	-6.53%
MFC	C	-6.23%
SLF	C	-4.41%
IFC	C	-4.0%
NA	A	-3.94%

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

XFN: Top Represented Industries & Keywords

Industries: Banks - Global Asset Management Insurance - Diversified Insurance - Life Insurance - Property & Casualty