HAL vs. PDF ETF Comparison

Comparison of Horizons Active Cdn Dividend ETF (HAL) to Purpose Core Dividend Fund (PDF)
HAL

Horizons Active Cdn Dividend ETF

HAL Description

The investment seeks long-term total returns consisting of regular dividend income and modest long-term capital growth. The fund invests primarily in equity securities of major North American companies with above average dividend yields. It will seek to hedge its U.S. currency exposure at all times.

Grade (RS Rating)

Last Trade

$19.93

Average Daily Volume

5,491

Number of Holdings *

8

* may have additional holdings in another (foreign) market
PDF

Purpose Core Dividend Fund

PDF Description The fund seeks to provide shareholders with (i) long-term capital appreciation through investment in a portfolio of high quality North American dividend-paying equity securities; and (ii) monthly distributions. The fund invests in a portfolio of high quality North American dividend-paying equity securities based on a fundamental rules-based portfolio selection strategy that intends to create value and reduce risk over the investment period.

Grade (RS Rating)

Last Trade

$31.36

Average Daily Volume

3,652

Number of Holdings *

8

* may have additional holdings in another (foreign) market
Performance
Period HAL PDF
30 Days 0.25% 1.46%
60 Days 1.79% 0.84%
90 Days 6.98% 4.46%
12 Months 2.57% 4.88%
1 Overlapping Holdings
Symbol Grade Weight in HAL Weight in PDF Overlap
TOU B 3.28% 3.18% 3.18%
HAL Overweight 7 Positions Relative to PDF
Symbol Grade Weight
CNQ B 4.68%
WSP C 4.03%
EIF D 3.48%
ALS B 3.17%
FRU D 3.14%
ARE A 3.1%
POW A 3.04%
HAL Underweight 7 Positions Relative to PDF
Symbol Grade Weight
MFC A -4.06%
QSR D -3.47%
BNS C -3.33%
ENB A -3.32%
NTR B -3.3%
PPL A -3.21%
TRP C -3.14%
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