HAC vs. CDZ ETF Comparison

Comparison of Horizons Seasonal Rotation ETF (HAC) to iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
HAC

Horizons Seasonal Rotation ETF

HAC Description

The investment objective of Horizons HAC is to seek to provide long term capital appreciation in all market cycles by tactically allocating its exposure amongst equities, fixed income, commodities and currencies during periods that have historically demonstrated seasonal trends. Horizons HAC invests primarily in Exchange Traded Products to gain exposure to the performance of Broad Markets or Sector Markets that at various times of the year have historically performed favourably.

Grade (RS Rating)

Last Trade

$30.07

Average Daily Volume

1,793

Number of Holdings *

2

* may have additional holdings in another (foreign) market
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

$31.89

Average Daily Volume

12,614

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period HAC CDZ
30 Days 2.14% 3.61%
60 Days 1.72% 1.11%
90 Days 4.63% 1.56%
12 Months 20.12% 4.47%
0 Overlapping Holdings
Symbol Grade Weight in HAC Weight in CDZ Overlap
HAC Overweight 2 Positions Relative to CDZ
Symbol Grade Weight
HXT A 43.99%
HXS A 15.24%
HAC Underweight 10 Positions Relative to CDZ
Symbol Grade Weight
FSZ D -3.31%
ENB B -2.46%
AP.UN D -2.44%
BNS D -2.38%
TRP B -2.35%
ARE B -2.19%
CPX B -2.12%
CM B -2.01%
EIF C -1.99%
BCE C -1.95%
Compare ETFs