HAL vs. XMA ETF Comparison

Comparison of Horizons Active Cdn Dividend ETF (HAL) to iShares S&P/TSX Capped Materials Index ETF (XMA)
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

$22.93

Average Daily Volume

2,301

Number of Holdings *

8

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

iShares S&P/TSX Capped Materials Index ETF

XMA Description iShares S&P/TSX Capped Materials Index Fund, formerly iShares CDN S&P/TSX Capped Materials Index Fund, seeks to provide long-term capital growth by replicating, to the extent possible, the performance of the S&P/TSX Capped Materials Index (the Index) through investments in the constituent issuers of such Index. The Index is a constrained market capitalization-weighted index that consists of the securities of Canadian materials sector issuers listed on the Toronto Stock Exchange (TSX), selected by S&P using its industrial classifications and guidelines for evaluating issuer capitalization, liquidity and fundamentals. In the Index, the weight of any one company, in terms of market capitalization, is limited to 25%. The Fund is managed by BlackRock Asset Management Canada Limited.

Grade (RS Rating)

Last Trade

$22.52

Average Daily Volume

47,270

Number of Holdings *

8

* may have additional holdings in another (foreign) market
Performance
Period HAL XMA
30 Days 4.80% -5.10%
60 Days 7.20% 1.85%
90 Days 9.77% 3.02%
12 Months 25.91% 33.10%
0 Overlapping Holdings
Symbol Grade Weight in HAL Weight in XMA Overlap
HAL Overweight 8 Positions Relative to XMA
Symbol Grade Weight
ALS C 4.25%
WSP C 3.97%
IFC A 3.87%
CNQ C 3.77%
ARE A 3.52%
EIF B 3.34%
PPL A 3.24%
POW A 3.15%
HAL Underweight 8 Positions Relative to XMA
Symbol Grade Weight
AEM C -13.62%
ABX C -10.67%
WPM C -9.44%
FNV C -8.05%
NTR D -7.43%
K C -3.91%
IVN C -2.98%
FM B -2.75%
Compare ETFs